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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.A., Fitness Managment - Wartburg College, 2008

Previous experience

  • Ameriprise Financial Client Service Representative, 2010-2011
  • Ameriprise Financial Paraplanner, 2011-2014

Community participation

Volunteer coach at Grand View University and Southeast Polk High School

Interests

  • Enjoy spending time with my wife, Krystal and our two children
  • Taking part in outdoor activities
  • Watching and playing sports