As an independent financial advisor, I believe in a systematic and comprehensive approach to financial planning. I use a method that includes relationship building, fact finding, creating a financial plan, implementing the plan, and providing continued service and monitoring. My comprehensive approach includes risk management and insurance planning, education planning, investment planning, tax planning strategies, retirement savings and income planning, and estate planning strategies.
I am originally from Templeton, IA, and currently reside in Cedar Rapids, IA, with my wife Katie and our two daughters, Paige and Quinn. I graduated from Iowa State University in 2010 with a degree in Mechanical Engineering. While working in the food processing industry, I acquired my Masters of Business Administration (MBA) from the University of Iowa, graduating in 2015. After using my engineering degree for nearly 5 years, I decided to leverage the knowledge I gained from my MBA to make a career change to a financial advisor.
I currently hold my Series 6, 7, 63, and 65 licenses with LPL Financial as well as my life & health insurance licenses. In my free time, I enjoy competing in triathlons, skiing (downhill & cross country), traveling, and spending time with family & friends.
If you have any questions or would like to get in touch with me, please send me an email at firstname.lastname@example.org or give me a call at 319-363-3811. I look forward to hearing from you and welcome the opportunity to working with you to make your financial goals a reality!