Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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

Previous experience

  • Account Executive, Fidlar Printing Company - Davenport IA, 2009-2012
  • Account Manager, The Johnson Group - Rockford, IL, 2000-2009

My photos

3 albums
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