My Qualifications

I have been working with individuals and businesses in the area for several years.

I hold a Bachelor's degree in Business Administrations from Grand View College and an Associates Degree from Iowa Central Community College.  I earned the Chartered Retirement Planning Counselor^SM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.  In addition, I hold all the requisite securities registrations and insurance licenses (series 66 & series 7) which allows me to provide my clients with a full array of financial products and services.  

One of the benefits of working with me is my ability to provide you with clear and easily understood explanations of financial products and services. The personalized program that I can provide for you is a roadmap to working toward a more secure financial future.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.  Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help.