As a Chartered Retirement Planning Counselor, with over 25 years of professional experience in financial services, my focus is to help individuals and business owners reach their financial goals. Utilizing a multi-strategy approach in helping clients manage their wealth, we seek to bring investment, retirement, insurance, estate, tax and education-funding strategies into one efficient financial plan. This comprehensive strategy helps reduce gaps that leave clients under-prepared and under-protected. Together we can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue those goals. I recognize the importance of getting to know you your financial needs, your goals and your lifestyle. My focus is to create customized investment strategies to help you build, manage, and transfer your accumulated wealth. I am committed to helping clients meet and exceed their financial goals. Personally, my wife Julie and I reside in the area with our three children. I have earned a B.A. in Business Administration with a major in finance and economics from Wartburg College in Waverly, Iowa and hold FINRA Series 7, 24, 31, 63 and 65 registrations. Additionally, I have earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. I am also licensed to provide life insurance and annuities. My primary focus is to help you achieve your financial goals and I encourage active client involvement in plan development. Rather than just chasing performance, we manage client expectations and strive to understand your goals, investment objectives, time horizon and risk tolerance. You can count on me to offer practical solutions, explain complex issues, and become your valued wealth manager. Please visit for important rules and disclosures about how you and I can interact on social media