State
Iowa
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
37 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Plan Distribution
- Retirement Income Strategies
- Saving for Education
- Executive Compensation and Benefit Strategies
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
Education
- University of Iowa, Iowa City - B.A. in Finance and Marketing - Graduated 1989
- Iowa State University, Ames - Business - 1985 to 1986
- Des Moines Area Community College - 1984 to 1985
- Merrill Lynch - 1989 (Intern), University of Iowa Hospitals - '87-'89 (Claims)
Awards & recognition
- Ameriprise Circle of Success, Years: 1993, 1996-2022
- Ameriprise Circle of Success Hall of Fame, Since 2019
Professional associations
Previous experience
- Brokerage Assistant - Merrill Lynch in Davenport Iowa, 1989