Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

  • Marketing and Business Management, Wartburg College, 1997

Awards & recognition

  • Experience Wealth, Forbes Best-in-State Wealth Management Teams, 2025
  • Experience Wealth, Ameriprise Client Experience Award, 2020 & 2023

Community participation

Board Member, Iowa City Boys Baseball

Council Chair, St. Mark's United Methodist Church, Iowa City, IA

Interests

In my spare time, I enjoy spending time with my wife, Erin and our sons Austin and Tyler. Austin currently runs track at Wartburg College, competing in the hurdle events as well as the long jump and triple jump. Tyler will be playing offensive line at Northern Illinois University starting in the fall of 2025. Erin and I enjoy attending their events, and always look forward to watching them compete.

In addition to time spent with family, I enjoy playing golf, hunting, fishing and relaxing at our cabin.

My photos

6 albums
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