Wealth Advisory Manager
Hometown: Cherokee, IA
Education: Iowa State University
You may be surprised to know that even though I’ve worked in financial services for more than 25 years, I first spent three years as an industrial engineer with 3M Company.
I decided to make the move into financial services because I enjoy helping others discern their financial planning and retirement goals and put together a plan to achieve them.
As a Wealth Advisory Manager and CERTIFIED FINANCIAL PLANNER™, there’s nothing better than watching someone enter their retirement years with confidence and seeing them enjoy that pinnacle moment that they have worked for so many years to achieve!
I mentioned that I’ve worked in financial services for more than 25 years, but did I mention that I’ve been married to my wife, Stephanie, for more than 30 years? Together, we have two daughters, Shelby and Carly, and one granddaughter, Ellie.
I like to give back to my community by serving on the McCrossan Boys Ranch Foundation Board of Directors and volunteering with St. Joseph’s Cathedral Parish and St. Lambert’s Parish.
My leisure activities of choice are running, hiking, and golfing, but some high-adrenaline activities I’ve done include skydiving from 13,000 feet and riding in a NASCAR car at over 160 miles per hour around Texas Motor Speedway.