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
16
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
  • Investments
  • Tax Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Insurance
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CIMA® Certified Investment Management Analyst®
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • Iowa Central Community College- AA degree

Community participation

  • Algona Area Chamber of Commerce
  • Bishop Garrigan Sports Boosters

Interests

I really enjoy spending my downtime outside in the fresh air. More often than not I’ll either be biking or working on some project.

A few years ago I purchased a house. On the day I took possession I knocked down my first wall. The home has been an ongoing project ever since. I have learned a lot about the process of remodeling, and have enjoyed the challenges and successes you achieve in creating your own space and a place to call home.

In my early 20's I lived in southwest Wyoming for three years. Even though I call Iowa home, I still love to travel back to Wyoming and the western part of the country for its beautiful scenery.