Since 1996, I’ve had the privilege of working with clients to help them navigate their financial journeys. While attending the University of Northern Iowa, I earned degrees in Economics and Political Science. During my college years, I gained valuable experience working in both small and large business environments, which helped me understand business operations. After graduation, I began my full-time career in the financial services industry.
Throughout my career, I’ve had the opportunity to work with individuals at every stage of their financial lives—from those just beginning to save, to those with established portfolios, utilizing their assets, and planning for the transfer of wealth to future generations or charitable causes. My passion lies in partnering with individuals, businesses, and organizations to develop thoughtful strategies for each phase of their financial journey. I take pride in helping clients find solutions to their financial challenges.
Outside of work, I enjoy spending time with my amazing wife, Amber, and our boys. Our weekends often include home improvement and landscaping projects for family and friends, as well as for our own home. I also enjoy auto racing and football. You will often find us out on golf cart rides or SXS/UTV adventures, and I love firing up the grill for a good BBQ.
Favorite Travel Destination: Tucson, AZ
Hobbies: Woodworking, yard work, traveling, and spending time outdoors
Favorite Book:The Very Efficient Carpenter by Larry Haun