My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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30
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
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Insurance

Education

  • B.A. Iowa State University Ames, Iowa

Awards & recognition

  • OriGen Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • OriGen Wealth Management, Ameriprise Client Experience Award, 2025

Interests

I enjoy spending time with my wife Natalie and children Grant, Jack, and Grace.