In addition to running my financial planning practice, I write blogs based on conversations and questions that I often get. Have a question or want to see a post written about a specific subject? Send me an e-mail at firstname.lastname@example.org. I am involved in many of the educational elements of Premier Investments of Iowa, including appearances on WMT Radio, WHO Radio, KXEL Radio, and KCRG Television. In addition, I am a frequent guest host of the Premier Pulse.
In order to tell you a little about myself, it might be easier to describe first what I don’t do. I am not a trader trying to time the swings of the markets. Nor am I a broker contacting my clients every time I have a “hot tip.” Additionally, I don’t have a “silver bullet” product that is going to fix all of your financial concerns.
I partner with my clients to develop a specific set of financial goals based on their personal situation. We analyze their state of affairs, map out a course of action, and implement a written financial plan based on their own circumstances. We design and implement a long term investment strategy guided by the principles of asset allocation and based on personal risk tolerance. I utilize behavior coaching to help clients deal with the emotional aspects of investing and stick to their long term plan. I am also responsible for the practice management of an Office of Supervisory Jurisdiction. I aid our advisors on ensuring they are running their businesses in a compliant manner, as well as providing direction and suggestions on process improvement and implementation.
I am married to my wife Ericka and have a daughter Mikayla. I grew up on a cattle ranch in East Central Kansas. I attended Kansas State University and received a Bachelor’s of Science in Milling Science and Management. Following my graduation, I spent several years working in the Food Manufacturing Industry where I supervised multiple departments in multiple states, and oversaw various Continuous Improvement projects. From these experiences, I have brought a passion for hard work and knowledge of systems implementation and management into my current role.