Advisor profile


My approach

Your financial goals are individual, 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, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Saving for Education
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®
  • BFA™ Behavioral Financial Advisor™
  • CLTC® Certified Long Term Care®
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • BS, Business Administration - St. John's University, 1985

Interests

Singing

Exercise

 

Community participation

Siouxland Chamber of Commerce

Sioux City Downtown Rotary Club

Knights of Columbus