Advisor profile


My approach

I care about what’s important to you

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
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Life, Accident and Health

Education

  • BS, Finance & Business Administration - University of Dubuque, 2000

Interests

I enjoy spending time with my wife Sara and three children, Maci, Bode, and Ty. I am involved in coaching my children's sports teams and am an active volunteer in my children's schools. Our extracurricular activities include boating, skiing, all sports, fishing, fireworks, BBQ and anything to do with the outdoors.