I grew up on a farm just north of Pilot Grove, Iowa. Having ownership in family farm, I understand the needs of farmers. Ownership and growing assets, like farming, can be an emotional rollercoaster.

Having the right tools to help weather the ups and downs of all types of markets is important to my clients. There are different crops to plant at different times, just like owning investments, and no one investment solves the needs of everyone. I will spend the time to find out what's important to you and help you achieve your goals.

Having served Southeast Iowa for over 25 years, offering solutions for serious long-term investors has been my work. I look forward to working with those with goals of leaving a legacy to their families and community.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Antiquing
  • Golfing
  • Woodworking
  • Farming

Office Information

Office Hours

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

Branch Team

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