Welcome to my website!

I strive to build valuable relationships with my clients and deliver outstanding service to help them achieve their goals. Together, we will create a customized wealth management plan to help 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 Lucas can be reached on his direct line at (515) 225-4518.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

About RBC Wealth Management Online

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Latest Insights

Federal Reserve

Fed change is afoot, in more ways than one

May 01, 2026 | Thomas Garretson, CFA

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

Read more

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly