Agent Photo

Taking a Closer Look is a GREAT IDEA!

Are you on track?

What are you really paying in fees?



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 foundation of our 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.

Send Us An Email







Thank you! Oops!

Recommended Content

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.