Qualifications
I started in the securities business immediately after graduating from college in 1988, and I have passed the Series 7, 63 and 65 securities exams. I tailor my services to each client’s needs and desires: For clients wanting a hands-on approach, I only recommend investments that are suitable to help achieve their long term goals. For clients who wish to rely fully on my expertise and experience, I manage accounts through the RBC Wealth Management Portfolio Focus program. This is a personalized portfolio management program which only a select group of RBC Wealth Management Advisors qualify for. Through the Portfolio Focus program, I can make investment decisions on your behalf, which allows you to simplify your life by not having to make complicated investment decisions.
Personal
I am a Sioux City, Iowa native and now reside in Dakota Dunes, South Dakota with my wife, Cindy. I graduated from Morningside College in 1988 with a Bachelor of Science degree in Accounting. I have four children, Lauren, Davis, Demi and Cass. In my free time i enjoy traveling to see my children, boating in the summer, attending numerous Creighton University basketball games in the fall/winter, and studying finance and investments. I have also served on numerous boards and committees.
