MISSION
STATEMENT
I help individuals and families work toward their financial
goals and increase their financial confidence.
PROFESSIONAL
SPECIALTIES
Over 24 years’ experience working with insurance
and financial services.
Focused on retirement planning and income
solutions.
Educated on all aspects of financial planning up
to and through retirement.
Dedicated to helping clients work toward a
positive retirement outcome through careful analysis of their goals, investment
strategy and financial wellness.
QUALIFICATIONS
Financial Advisor, Farm Bureau Financial
Services
Defined Benefit Pension Plan Manager, Principal
Financial Group
Holds the CERTIFIED FINANCIAL PLANNERTM
(CFP©)
designation
Investment Advisor Representative (IAR) of LPL
Financial
Holds FINRA Series SIE, 7, 63 and 65 securities
licenses with LPL Financial
Holds Life, Accident and Health insurance
licenses from all fifty states
EDUCATION
Graduated from the University of Iowa with a Bachelor of
Arts degree and graduated from Drake University with a Master of Business
Administration.
PERSONAL
In my spare
time, my wife Shelli and I enjoy boating and fishing on beautiful Lake
Havasu. Our dog Roxy loves to swim in
the lake as well. We also enjoy hiking
in the area mountains and numerous trails.
