CFP®, BFA™, ChFC®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Hagan and Associates
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Saving for Education
- Wealth Preservation Strategies
- Employee Stock Options
- Estate Planning Strategies
- Intergenerational Planning
- Small Business
- I have run multiple marathons and triathlons, including the 2011 and 2012 Boston Marathon competitions as well as several other domestic and international marathons. I am the Founder and Coach of Harriet Run Group - a local running group that meets and runs at Harriet Lake.
- I participate on a local bicycling team and attend Iowa's RAGBRAI bicycling event annually.
- I also enjoy golf, travel, diving, history, and reading.
Awards & recognition
- Ameriprise Financial David Breen Award, 2011
- Five Star Wealth Manager, 2013-2015, 2017, 2019-2020
- Ameriprise Circle of Success, 2020
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
ChFC® Chartered Financial Consultant®
BFA™ Behavioral Financial Advisor™