Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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

Previous experience

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