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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Education

  • • U.S. Army War College, M.S.S., 2002, Strategic Studies
  • •St. Ambrose University, M.B. A., 1987, Business
  • • University of Iowa, B.B.A., 1976 Business Administration

Community participation

  • Rotary Club of Fort Madison, President 2003-2004
  • Iowa Employer Support of the Guard and Reserve, Area VII Chairperson
  • Mississippi River Parkway Commission Commissioner
  • Fort Madison Area Convention and Visitors Bureau President, 2003-2004
  • Fort Madison Chamber of Commerce, Member
  • Old Fort Commission
  • Fort Madison Christian Church, Chairman of the Congregation

Interests

· Spending time with family and friends.

· Pursuing spiritual growth.

· Helping people achieve Financial Independence.

· Assisting and spending time with military personnel.

· Volunteering in my community.

· Developing historical knowledge.

· Travel.

My photos

1 albums
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