421 West Broadway
Council Bluffs, IA 51503
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It is my pleasure to serve the financial needs of people in the Council Bluffs and Southwest Iowa area. I started in the financial services industry in 1992 as a Wealth Management Advisor. I hold a Master of Business Administration degree in finance and marketing from the University of Iowa, and a Bachelor of Arts degree in finance from Westmar College in Le Mars, Iowa.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time serving on the board of the Jennie Edmundson Hospital Foundation, and on the board of Children's Square USA as well as on the board of Saint John Lutheran Church. In my free time, I enjoy spending time with the kids, traveling with my wife, golfing and attending concerts.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.