I was born and raised in Des Moines, Iowa, and graduated from AIB College of Business, where I was also a proud member of the basketball team. After college, I began my career in financial services by completing a six-month advisor development training program in St. Louis. With over 10 years of industry experience, I've learned that building strong, personal relationships with my clients is key to helping them achieve their financial goals.
I believe it's essential to take the time to truly understand what matters most to you—your values, your priorities, and your vision for the future. Once we establish what’s most important, we’ll work together to create a personalized financial strategy tailored to your unique goals and circumstances. I’ll also collaborate with your CPA, attorney, and other trusted professionals to ensure we’re approaching your financial life in a holistic and thoughtful way.
Whether you're planning for retirement, saving for education, or simply looking to build wealth over time, my role is to guide you through the process with clarity and confidence. I’ll help you determine your ideal level of risk and incorporate that into a realistic, goal-focused plan—and I’ll be here to support and adjust that plan as life evolves.
Outside of the office, I enjoy traveling with my girlfriend Billie, trying my hand at golf, and catching as many sporting events as I can.