I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
I was born, raised, and educated in central Iowa where I currently reside with my wife and three children. I began my career in corporate retirement services but wanted to work on a personal level and help individuals.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies