Taking a Closer Look is a GREAT IDEA!
Are you on track?
What are you really paying in fees?
Are there conflicts of interest?
Schedule Your SECOND OPINION!
Here or Call 515-966-9333
Schedule NOW and enjoy dinner on us with a $50 Gift card.*
Whether you’re facing retirement—or looking to better understand certain investment ideas— I can help you address your most pressing money questions.
My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Additionally please take a look around! My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
* For portfolio/households with $250,000 or more.