Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Family Finances
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
6
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

Education

  • BA Finance and Economics, St. Ambrose University, 2008

Interests

I love spending time with my family and friends as relationships are very important to me. Life is perfect when we can get together, laugh, compete and have a good time. I also am a big Chicago Bears, Nebraska Cornhusker and St. Louis Cardinal fan.

Community participation

  • Our Savior Lutheran Church - Sunday School/Finance Committee
  • Bettendorf Park Board - Youth Coach
  • Optimist International
  • Rotary