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
  • Estate Planning Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Small Business
40
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
  • Series 1
  • Series 7
  • Series 63
  • Series 65
  • Life, Accident and Health

Education

  • BA, Finance & Accounting - Loras College (Dubuque, IA) 1980

Interests

Enjoy golfing , fishing, spending time with family, playing cards, going to plays, going to NASCAR, and grill.

Community participation

Gehlen Catholic Schools Endowment Board Trustee, Le Mars, IA

Le Mars Lions Club, past president, Le Mars, IA

Le Mars Optimist club, charter member, Le Mars, IA

Iowa Lion's Foundation Warren Coleman Honorary Award, 2005

  • Mission Honduras Water Project Chaperone
  • Charitable Giving

Awards & recognition

  • Ameriprise Diamond Ring Club, 2004