Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies

Education

  • BA/BS University of Iowa 1984

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.

Interests

  • Travel
  • History
  • Golf