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 Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Iowa, Iowa City - B.A. in Finance and Marketing - Graduated 1989
  • Iowa State University, Ames - Business - 1985 to 1986
  • Des Moines Area Community College - 1984 to 1985
  • Merrill Lynch - 1989 (Intern), University of Iowa Hospitals - '87-'89 (Claims)

Interests

I enjoy my wife (Kristy - also an advisor since 1991) and my children, Jackson and Roman. I also like to spend time with my clients/friends both at and outside of work.

One of my passions - I try to get others to recognize and keep many of our city's historic structures - while restoring their glory and adding to the fabric of our past...

I also enjoy sharing my love of snow skiing, boating, music and travel - with my family and friends.

And I always have fun watching my kids participate in sporting activities.

Keep a smile and make others lives better.

Community participation

I actively volunteer for the Des Moines Historical Society. I have a passion for educating Des Moines residents of their local history and try to raise awareness of items that might need preserving or restoration around the Des Moines Metro.

Awards & recognition

  • Ameriprise Circle of Success, Since 2007