With over ten years of diversified work in the financial industry, I am skilled at working with my clients, no matter what stage of life they're in. I pride myself on providing outstanding customer service while running an ethical business.

I partner with my clients to find out, first, what's most important to them. Then, we work together on customizing a strategy to help them achieve their financial goals.

Aside from finances and investments, I love to really get to know my clients and learn about their lives. Behind the scenes of every financial goal is a client's story – Your story.

My Story...
I grew up in Minneapolis and was recruited to the University of Iowa where I played basketball and studied business. After graduating, I met my wife and we planted our roots in Grimes, Iowa. We now have a daughter, Scotlyn. I enjoy spending time with family and friends, golfing, boating and traveling. I am proud to call Iowa my home and am looking forward to serving my clients for years to come.

What's your story?

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

My Personal Interests

  • Basketball
  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling

Office Information

Mailing Address

P O Box 484 Perry, IA 50220

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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