Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is
dynamic and your strategies need to be as well. Who We Serve:
Over the years, our best client partnerships share these common characteristics. If you identify with some of the characteristics below, we might be a good fit to serve you:
- Nearing the Next Chapter: You are 10 to 20 years from "retirement" or already "retired".
- Intentional Savers: You have worked hard to have significant savings and investments, and are looking for help with more complex financial scenarios. Typically, this means you would have an investment portfolio of more than $100,000.
- Kind, Genuine People: You are looking for a partnership with good people who will take care of you and your family, not just give you a business transaction.
- Trusted Financial Partnership: You are not interested in being a DIY investor with a little help now and then... You want an active, trusted partnership with your advisor. Our clients lead busy, successful and fulfilling lives, knowing their financial strategies and retirement goals are in trusted and capable hands. On a personal note, I am blessed with a wonderful family. I attended Iowa State University for Computer Engineering and have an MBA with Finance from University of Massachusetts. My greatest accomplishments are becoming a husband and a father. I’m married to my college sweetheart and better half, Amanda, and together, we have two young children. Most of my free time is spent with them, playing softball, tennis, swimming and exploring the outdoors. We are looking forward to meeting you!
