About our office
The Iowa City 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.
Advanced charitable giving strategies
Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
Managing retirement cash flow during market downturns
Investment markets can be unpredictable, but a downturn doesn’t have to be a threat to your retirement.
Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.