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 graduated from Morningside College in 1988 with a Bachelor of Science in accounting. My wife Cindy and I have four children, Lauren (27), Davis (22), Demi (19) and Cass (16). Lauren lives in Kansas City, and is employed by Alight Analytics. Davis lives in San Diego and is employed by Puro Sound Labs. Demi is a sophomore at Creighton University, and Cass is a sophomore at Sioux City East High School. My personal activities include biking, travel, and attending our children’s numerous school and sports events.
