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
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • University of Northern Iowa, Bachelor's Degree, Business Administration and Management 1997 - 2000

Interests

  • Spending time with my wife, Sarah and three boys.
  • I enjoy Golfing, watching and playing sports.

Community participation

  • Clarion Ruritan, Treasurer
  • Clarion Ambassador
  • Clarion Chamber of Commerce Member