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

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠
  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.B.A. Finance degree from the University of Iowa

Interests

  • Family is First, My Wife Selene, the Math teacher, and I have two wonderful children; Jacob and Hannah.
  • Pre COVID I had been participating annually for 2-3 years at Washington Elementary School Career day.
  • Watching IOWA Hawkeye sporting events at home or with fellow alumni.

Community participation

Working hard to keep these shelves full
Working hard to keep these shelves full
  • St. Mary's Food Bank
  • Valley View Community Food Bank

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Peoria Chamber of Commerce: Military Affairs Committee

Previous experience

  • Associate Vice President, Wells Fargo Clearing Service, LLC, 2013 - 2021
  • Financial Advisor, Edward Jones, 2009 - 2013
  • Financial Advisor, State Farm, 2004 - 2005