Biography

Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

 

 

Education

St. Ambrose University (2005-2008)

Hobbies

Golf
Hiking
Travel

Affiliations & Memberships

Million Dollar Round Table
National Association of Insurance and Financial Advisors

Community Involvement

Handicapped Development Center (Board Member)
North Scott Rotary (2nd Vice President)
Young Life Davenport (Committee Co-Chair)
St. Ambrose University Planned Giving Council
St. Ambrose University Alumni Philanthropy Council

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Charitable Giving
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck