I have been helping my clients achieve their financial goals since 1987. After 18 years at A.G. Edwards, I moved my practice to RBC Wealth Management in 2007 to better serve my clientele. I have a Bachelor of Science and MBA degrees from Drake University. In addition to standard industry credentials, I also earned the Accredited Investment Fiduciary® designation for foundations, endowments and retirement plan asset management.
I reside in West Des Moines. I served on the investment committee for the Children & Families of Iowa. My interests outside of work include golfing, crossword puzzles and playing Scrabble.