About our office
The Cedar Rapids team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees and philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.
Meet our Private Wealth Advisor

Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
6 tax considerations when selling your business
Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.
5 investment options to generate retirement income
Customize your income in retirement with these common investment choices.