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.


Interests

  • Spending time with my wife Tracy and son, Michael and daughter, Ellie.
  • Cooking, golf and other outdoor activities
  • University of Iowa, Hawkeye sports

Community Participation

  • Quad Cities Chamber of Commerce, Member
  • Volunteer at Riverbend Food Bank
  • Volunteer at Habitat ReStore

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

  • Bachelor of Liberal Arts, Minor in Business Adminstration University of Iowa - Iowa City, Iowa

My Photos(3 photo albums)

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My Videos(3 videos)

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The federal government takes action to support the economy
The federal government takes action to support the economy

In response to the COVID-19 pandemic, the Federal Reserve and U.S. government have taken actions to add liquidity into the markets and economy. In this discussion, Ameriprise and Columbia Threadneedle experts explain why this may benefit investors and consumers. 1 (31:25)

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Key metrics to watch in markets and the economy
Key metrics to watch in markets and the economy

As the market continues to change daily, responding to ongoing stresses in the economy, it can be difficult to prioritize long-term financial goals. In this discussion, experts from Ameriprise Financial provide helpful context for conversations with your advisor. (28:01)

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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:28)

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