Biography

I believe people know what is important to them.  My goal is to first listen, then help them create a plan towards fulfilling their hopes and dreams like sending their children to college.  As a SAGE Scholars business associate, I can offer families FREE College Bound Rewards that provides minimum scholarship that reduces the "list price" of undergraduate tuition at participating colleges.

As a financial advisor, I work with my clients to help them with more than just investing a portion of their hard earned pay check.  At the heart of my life's work, it's about protecting the innocent when someone dies prematurely.  It Includes developing well thought out plans for a worry-free retirement with income streams that my clients can't outlive.   It's about protecting their assets if they get sick or hurt, and, at life's end, providing a legacy when they die.  I believe that the way to do business is with integrity, loyalty, and doing what is best for my clients.

It has been a pleasure to help people define and achieve their goals for 30 years.  I am a graduate of the American College, and hold six designations including a CLU, ChFC, CASL, RHU, REBC, AND LUTCF.

I am the president of the North Iowa Chapter of AFEA.  I am actively involved with the Hampton Kiwanis Club, Hampton Center One, (NIALU) North Iowa Area Life Underwriters, Dollars for Scholars, and own Compro Casas, LLC., a company that "buys ugly houses and restore them so people have a safe and healthy place to live".