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

19
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 19 reviews 96.00

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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