My passion is to serve people and to do so with integrity and honestly.
Working closely with you and your CPA , attorney and other professionals, I can help to design a prudent financial strategy specifically tailored for you and your family or your business. Assisting with retirement savings so you have more options when you retire, creating a strategy to pay for expected education expenses, and partnering with business owners in evaluating their business retirement plans and their transition strategies, this is what I do.
Communication and education, it’s the backbone of helping folks understand their strategy and keeping them on track. Finding what is most important to you, using an established process to create a strategy and remain in contact to keep you on track throughout the years is how we work together.
As I’ve enjoyed working with a variety of clients over the years, I have made the most impact with small business owners, women post-divorced or widowed, professionals and executives at local companies throughout the Midwest and across the nation.
Shana and I have four wonderful children. Over the years, I have served on many boards and have been volunteer coaches through the Iowa Soccer Organization and continue to referee high school football and soccer. I have a strong belief that it is important and necessary to give back to the community that we are a part of.
I began my journey with Diversified Financial Group with the hope of working for great families and being able to assist them all throughout their lives. I genuinely believe that relationships matter. I always begin with discussing what is most important to you. I’ll take the time to hear you and talk through any questions you may have.
Finally, I don’t work alone. My team is built by thousands of people and advanced technology that support my office so that we can help ensure you receive the most current, secure and comprehensive guidance. I look forward to working with you to create your best future