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For over 12 years, I’ve helped create customized financial plans. I’m dedicated to providing medical professionals, business owners and individuals strategic plans to help meet their financial goals. I’m a Grand View University graduate with a degree in Business Finance. I started as an intern with Jon and knew right away that this was the career for me.
I live in Grimes with my wife, Sam, and we have two sons, Jude and Hayes, who keep us busy.
I hold my FINRA Series 6, 7, 63, and 65 registrations, as well as the CERTIFIED FINANCIAL PLANNERTM designation.
I currently serve as President of the Board for Link Associates. I am also on the board of Project 52.
I am actively involved in the Iowa Optometric Association and National Association of Insurance Financial Advisors (NAIFA).
In 2020, I received the Four Under Forty Award recognized by NAIFA. It is awarded to financial professionals under 40 who excel in their field while also giving back to the industry and their community.