06/03/2026
Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore what that looks like? Let’s talk.
I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification, as well as the Certified Exit Planning Advisor® designation.
1370 NW 114th Street, Suite 200
Clive, IA
50325
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8am - 4pm |
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