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

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
31
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 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • B. S., Business Administration, University of Iowa - 1988

Interests

  • Enjoy spending time with my wife, Meredith and 2 children.
  • Enjoy renovating our home and doing hands on projects.
  • Spend free time riding dirt bikes, snow and water skiing.
  • Dedicated to excercise and a healthy lifestyle.

Community participation

Lutheran Church of Hope - Waukee,

Food Bank of Iowa

Habitat for Humanity

Awards & recognition

  • Five Star Wealth Manager, 2016
  • Ameriprise Circle of Success, 2007, 2008, 2012, 2014 - 2018