My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • I am a University of Iowa graduate, and a fan of the Hawkeyes!
  • I enjoy traveling with my family.
  • Glad to have lived long enough to see the Cubs win the World Series!

Community Participation

Board of Directors, Fairfield Trojan Athletic Boosters

Board of Directors, Education Foundation of Fairfield Public Schools

18
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance

Education

  • B.S., Computer Science, Business minor, University of Iowa, 1985

Previous Experience

  • Senior Systems Analyst, Principal Financial Group, Des Moines, IA, 1985-2001

Files for Download

My Videos(3 videos)

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