I became a financial advisor for one reason – to help meet and educate clients so together we can help eliminate the disconnect between what we think is enough to retire comfortably, versus how much is actually needed given the world we live in.

I take a holistic approach to the serious investor to find out what is important to you and partner to build a roadmap to your financial goals.

Three key areas of concentration are:
Money Movement – Are you changing careers? Selling your business? Expecting an inheritance? Leaving your employer? Have questions on your retirement plan and how it will affect your future? Will your money last?

Business Owners – Do you feel you could do better with your current employee plan? Looking for details on setting up a plan for your employees? I can help set up a new retirement plan. I can run a complimentary comparison to ensure your service, costs and options are aligned with your business needs if your plan is outdated.

Planning for the Unexpected – Are you set up for the worst-case scenario? Are you a recent divorcee, or have lost your significant other? Will your family still live the lifestyle you would want for them?

I was born and raised here locally in the Cedar Valley, living here with my wife of nine years and 3 year old. I am a member of Main Street Waterloo's Economic Vitality board and Cedar Valley Networking, and a proud supporter of Feeding America and the Cedar Valley Humane Society.

The Five Key Pillars of my business are:
Client Interests Come First
Holistic Guidance
Financial Education
Risk Assessment
Quality Investments

Do you want someone to take the time to understand what's important to you?

I would appreciate the opportunity to be a resource. Learning more about you, as well as your goals, is most important to me.
Schedule a time to talk today.
[email protected]

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Sports Enthusiast
  • Golfing
  • Hockey
  • Personal Fitness

Office Information

Office Address

1014 Alabar Plaza Waterloo, IA 50701

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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