Many people, even wealthy people, have real concerns about money and their financial future. That is why I use an established process to help you organize, grow and protect your wealth.
My process starts by working to understand what is most important to you:
- What are your goals and dreams for retirement?
- What are your hopes for your kids and their future?
- What drives you?
- What kind of legacy do you want to leave?
I work to personally know who you are, because if I know who you are, I can serve you better. Armed with the knowledge of who you are and what your goals are, I build personalized strategies for each specific goal. We can then execute these plans and partner together, adjusting plans as we encounter "real life," to help keep you on track to reach your goals.
Prior to my time as a financial advisor, I had two different careers in which I was also able to serve people. Coming out of college, I joined the United States Air Force where I served in several capacities, including as an instructor at the Air Force Institute of Technology and as the Chief of Protocol for the 354th Fighter Wing. More recently, I helped people as they sought to change their lives through the YMCA Movement as an executive director at YMCAs in Ohio and the YMCA of Greater Des Moines.
My wife, Pam, and I live in Grimes with our four kids. We stay active in the community as we are involved with youth sports, church and several service organizations, including DCG Girls Basketball, Grimes Lions and Dallas Center Rotary.
I look forward to the opportunity to sit down (or Zoom) together and hear your goals and dreams to help you experience financial peace of mind. Call today and schedule a meeting!
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Charitable Giving
- College Savings
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Coaching Sports
Office Address270 W 1st St
Grimes, IA 50111 opens in a new window
Phone NumberTim Short at (515) 986-9720
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