Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Small Business
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Business Retirement Plans
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Master's Degree-University of Northern Iowa, Cedar Falls, Iowa
  • Bachelor’s Degree-State College of Iowa, Cedar Falls, Iowa
  • Graduate of Northwood Kensett High School, Northwood, Iowa

Interests

  • Following my eight grandchildren and their many activities
  • Spreading time with my wife Carol
  • Spending time with my three children
  • Travel
  • Sports
  • Being in the office
  • Being an active member of my church, First United Methodist, Mason City, Iowa

Community participation

  • Chairperson- Mason City High School Athletic Hall of Fame
  • Coordinator- Panthers of the Past, University of Northern Iowa Men’sBasketball Team

Previous experience

  • President, Johnson Financial Services, Inc., 1987-2011
  • Registered Representative, Woodbury Financial Services, Inc., 2011-2017