My Approach

I care about what’s important to you

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.

Interests

  • Bicycling and hiking with my wife, Colleen (Nurse Practitioner)
  • Spending time with my two grown children and two grandaughters
  • Golfing
  • Any sporting event (especially St. Louis Cardinals baseball and Iowa State basketball)
  • I still enjoy working in the yard, going to movies and the theater, and cooking on the grill.

Community Participation

  • Business Networking International, Member
  • Quad Cities Chamber of Commerce, Member
  • Dixon Chamber of Commerce, Member
  • Elder at First Presbyterian Church
14
Years of Experience ?

Areas of Focus

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

Education

  • Bachelor of Arts, Public Administration, Drake University, Des Moines, Iowa
  • Masters of Public Administration, Drake University, Des Moines, Iowa

Files for Download

My Videos(3 videos)

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