Financial Advisor / Partner
I began my career in the financial services business in 1995 with my current company, VisionPoint Advisory Group. My experiences have affirmed the following for me: “You do the right thing for people, and good things will happen.” I’ve taken a “planning first” approach to earning and growing my clients’ trust and business. The plans that I’ve strategically developed and expertly executed have focused on maximizing opportunity, while minimizing personal and business risk, in the following four areas: business continuation planning, personal planning, employer/employee benefit and compensation planning, and business-succession planning.
I’ve found that clients who invest their time, trust, and dollars with a team of qualified advisors are typically more effective in what they hope to accomplish—both at home and in the workplace.
I’m a proud graduate of the University of Iowa, with a BBA in business administration, I’m also a licensed financial advisor with LPL Financial and a partner in VisionPoint Advisors.