Over the past 20-plus years, I have served families and business owners in the community to help them identify and achieve their financial goals. It has always been important to me to listen intently to my clients, allowing me to customize a strategy to help them accomplish their goals.

If you choose to partner with us, I will calculate how you are tracking to meet your goals and if there are any adjustments we need to make along the way. For example, I would routinely calculate how much you will have saved by the time you want to retire and if you are already retired, I would calculate how long your money will last to help make sure you will not run out.

To fulfill your financial picture, I would help you with an overall estate strategy where I would partner with your personal attorney and CPA, resulting in a complete and integrated team for you and your family.

As part of your overall financial picture, I would also address your needs for long-term care insurance, life insurance and other solutions customized to your personal needs.

I have lived in the community my entire life and my wife, Lucy, and I have two grown children. I have enjoyed serving the community in other capacities as well, including Waterloo Volunteer Fireman (retired), Member of the Waterloo Police Pension Board, Rotary President (Columbia), Chair of our Church Endowment and many other roles.

Our office is dedicated to providing you with the highest level of service. A big reason for our great client service is due to my Branch Office Administrators, Jane Nobbe and Chris Schloss, who both have been with me since nearly the start. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to keep you on track to reach your goals.

We would appreciate a chance to serve you and your family!

Office Information

Office Hours

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More