Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Wealth Preservation Strategies
14
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
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Series 63
  • Life, Accident and Health

Education

  • Kirkwood Community College 1987-1990 AA degree
  • University of Northern Iowa 1990-1992 BA General Studies

Interests

My free time is spent with my wife Denise and our three children. We enjoy many outdoor activities including fishing, playing baseball, camping and golf. My other hobbies include pheasant and deer hunting in the fall and winter months.

Community participation

Member Fort Dodge Growth Alliance

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.