Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA/BS University of Iowa 1984

Interests

  • Travel
  • History
  • Golf

Community participation

For the past 20 years I have been extremely passionate about educating students about the financial and consumer issues that they will face as the go through life.

Issues such as opening a checking acount, applying for auto isurance or what a credit score means.

I realize that these are issues that for the most part can not be covered in a normal school day which is why I always am interested in helping any program looking to provide this information to students.