Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Investment Management

Education

  • The University of Iowa - School of Urban and Regional Planning, Master of Science, 2015
  • The University of Iowa - Tippie College of Business, Bachelor of Business Administration, 2011

Awards & recognition

  • Link Wealth Advisors, Ameriprise Client Experience Award, 2021-2022-2023

Interests

  • Living life with my wife Kaisha and dogs, Roxie and Raleigh
  • Reading, specifically Science Fiction novels
  • All things Iowa Hawkeyes