I work with individuals, families, small business owners, and professionals to create and implement wealth management plans that focus on accumulating, protecting and transferring wealth. Through the creation of a wealth management plan, risk specific asset allocation, routine contributions, and periodic plan evaluation, the necessary steps are set in motion that address my clients’ current financial needs while simultaneously building a foundation in which to achieve their long-term goals.
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 — I begin by listening to understand you and your financial objectives.
• Gathering your current financial information — I gather specific information on your financial picture.
• Developing customized strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
• Implementing thoughtful and creative solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
• Providing timely, ongoing service — I review your situation to help confirm your financial objectives are being met.
I was born and raised in Sioux City, Iowa, where I attended Heelan High School and graduated from Briar Cliff University in 1999 with a Bachelor of Arts degree in human resource management. I spent several years as a builder and educator before moving into the financial services field and have been with RBC Wealth Management for thirteen years. I have passed the Series 7 and 66 exams, and am licensed to sell life, health and long-term care insurance.
I enjoy spending time with my wife, Joey, and our three children. I’m an avid Hawkeye fan and enjoy time in the great outdoors, be it camping, hiking, hunting or surfing.