Team profile

What you can expect when you work with us

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

When you work with us, 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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning

Awards & recognition

  • Ascendant Wealth Management Group, Ameriprise Client Experience Award, 2023
  • Ascendant Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Jeffrey Brandt, AdvisorHub Advisors to Watch (over $1Bil), 2023
  • Jeffrey Brandt, Barron’s Top 1,200 Financial Advisors, 2023

Community participation

2019 Trinity Hospice Ball in Fort Dodge, IA
2019 Trinity Hospice Ball in Fort Dodge, IA
  • Algona Chamber of Commerce
  • Carroll Chamber of Commerce
  • Clarion Chamber of Commerce
  • Fort Dodge Growth Alliance
  • Webster City Chamber of Commerce
  • Domestic/Sexual Assault Outreach Center
  • Young Professionals of Fort Dodge
  • Algona BRAK Sponsor
  • Webster City St. Thomas Aquinis Gala Sponsor
  • Fort Dodge Swing for a Cure Sponsor
  • Brushy Creek Honor Flight Sponsor
  • Clarion Ruritan Club
  • Clarion Lions Club