Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®


  • University of Iowa- Henry B. Tippie College of Business, 2004 BBA in Finance

Previous experience

  • • Financial Advisor, Morgan Stanley, Chicago IL •, 2009-2013,
  • • Registered Associate, William Blair & Company LLC, Chicago IL, 2006-2009,


I have always tried to follow the Motto "If it is not right, do not do it, if it is not true, do not say it.” – Marcus Aurelius

My wife Katie and I have two lovely daughters, Alana and Sierra.

I love to stay active, golf, baseball, hockey & skiing are some of my favorite activities. I enjoy coaching my children and traveling.