Value statement
I take my job very seriously and I am a guardian of the wealth of the most productive people on Earth. I work with individuals and businesses to help achieve their financial goals. Everybody’s situation is different, and no one size fits all. The more we talk, the more I know what fits you. I also understand the value of personal service, and am committed to providing that to you. It’s what I would expect, and what you deserve.
Approach to wealth management
My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:
• Understanding your financial objectives
• Gathering your current financial information
• Developing smart, time-tested strategies
• Implementing thoughtful and creative solutions
• Providing timely, ongoing service
About me
I have been helping clients achieve their financial goals since 1989 and joined RBC Wealth Management in 1991. I graduated from Morningside College with a Bachelor of Science degree in business administration and economics. I was born and raised in Remsen, Iowa, and now live in Sioux City with my wife, Carla, and our three girls. I have been involved in many community activities, but my passion is youth athletics. I currently serve as president of the Saders Youth Athletics Board, and I coach several youth athletic teams in softball, basketball and volleyball. In my free time, I love spending time with my family, attending local and regional sporting events with family and friends, reading and golfing.
