I became a financial advisor for one reason — to meet and educate as many people as possible about what we think is enough to retire comfortably versus how much is actually needed given the world we live in now.

Investing doesn't have to feel complicated.

Each person is on a path that is unique to them. How were you raised, how is money perceived, and when money is no longer an issue what would you do with your time? Developing plans based on your top concerns is of the utmost importance. Listening, and explaining the details is always the first important step to figure out will you have enough!

Do you find yourself falling into these categories?
Changed jobs, sold your house, selling your business? Expecting an inheritance?
Have questions on your retirement plans and how it will affect your future? Business Owners – SEP, Simple, or 401ks. Are you using the correct one for you and your employees?
A recent divorcee, or have lost your significant other? Will your family still live the lifestyle you would want for them?

I sit as chair of Main Street Waterloo's Economic Vitality board. An active participant in Grow Cedar Valley and Cedar Valley Networking. I proudly support Feeding America, and the Cedar Valley Humane Society. I was born and raised here locally in the Cedar Valley, living here with my wife of 10 years and two kids.

Do you want someone to take the time to understand what's important to you on the path to financial freedom, independence or greatness?
I would appreciate the opportunity to be a resource. Learning more about you, as well as your goals, is most important.

Schedule a time to be heard on your financial concerns today.
[email protected]

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Technology
  • Real Estate
  • Sustainability
  • Animal Rescue
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:30PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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