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I strive to build valuable relationships with my clients and deliver outstanding service to help them achieve their goals. Together, we will create a comprehensive wealth management plan to meet your needs and prepare for the future. Please give us a phone call  when we can be of assistance. You can reach me on my direct line at (515) 225-4543.  My assistant Roxane can be reached on her direct line at (515) 225-4515.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

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A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Latest Insights

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Why employee well-being should be at the forefront of every back-to-the-office strategy

May 20, 2022 | Shareen Luze

Employees have been through so much during the pandemic, and the demands of work and life don't end just because we are now back in the office.

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