President & Senior Wealth Advisor
My degree from Cornell is in Psychology and Secondary Education. I always wanted to be a teacher. I remember the first time I taught a neighborhood friend to ride his bike without training wheels; it was so satisfying! Although I didn’t end up teaching high schoolers, what I love about my career is the same feeling I get today when I help someone achieve a financial goal. It is very fulfilling to be a part of the process.
My community means so much to me as does my role on the board at our local YMCA, and volunteer with HACAP (Hawkeye Area Community Action Program).
I’m a founding member of Orangetheory Fitness Cedar Rapids, which is my favorite place for “me time.” I recently joined a women’s tennis team and have enjoyed playing when my schedule allows.
I’ve always been interested in Ancient Egypt, so I love to visit museums with exhibits or read about their civilization.
Who doesn’t enjoy a Netflix marathon in their spare time? I’ve recently been watching the television sitcom, “Cheers.” It’s such a great show and a little walk down memory lane.
I am proud to say that we are in the midst of accomplishing a goal we saved for - paying for our son, Jake’s, college education! He’s a student at the University of Iowa. Go Hawks!
My most recent advancement was acquiring my APMA (Accredited Portfolio Management Advisor).
Every year I enjoy taking the time to keep up on my continuing education requirements to keep my CFP designation current.
My personal financial plan is focused on financial security. Like a lot of my clients, I don’t ever want to worry about money. I just want my family and I to feel secure in our financial situation.
Applying my years of experience and hours of advanced education to help my clients. Being in this career allows me to help others by utilizing my time, resources, and knowledge of the financial industry to better help the people I care about most.
Chief Investment Officer
I love solving problems. This profession provides an endless stream of opportunities to turn important financial problems into financial successes for our clients. While the basic rules of financial planning are simple, mastery of the depth and layers of complexity is definitely not easy!
Kate and I enjoy supporting the local YMCA after many years of support from them growing up.
Learning new things, watching my children grow, and spending time with friends and family.
Education is very important to me, and it is important to my family to provide a sound education for our children.
I am constantly reading - my children think I'm a book with arms and legs.
Priority number one is managing the things we can control, while also preparing ourselves for the things we can't.
I aim to identify strategies that are tested by time and using them in creative ways that provide opportunities while minimizing risk.
INSIGHTS & PRINCIPLES
As a child, I saw the impact good financial planning and advice can have on people. My parents were fortunate to work with an advisor in a day and age when the industry was littered with salesmen and brokers. At the age of 10, I got to see their adviser's work in action, and I was fascinated. By the time I got to college, I knew eventually I wanted to get into financial planning.
I enjoy volunteering for organizations where my problem solving nature can help the organization grow or become more successful. Ask me today which one I'm working on, it's probably different than a week or month ago!
First and foremost is my family: my wife Sally and three sons, Beckett, Theo, and Grady make my day. Beyond that, I love to golf, and do yard work. "Down time" isn't a thing I do well at!
I figure college might cost about $500,000 per kid by the time mine get there (sarcasm, maybe...). So let's go with that one.
I love to read - anything and everything. I find having a breadth of knowledge on topics both related and seemingly unrelated to financial matters is incredibly helpful when working with clients. Beyond that, I try to talk to as many people in the industry as I can, and shamelessly borrow the best ideas.
Stability for my family, and balancing the long term savings needs and goals with the requirement that we still enjoy life in the here and now.
Being as knowledgeable about as many things as I possibly can be, so that when a client or a peer looks to me for an idea, I have a solid foundation from which to dive in and go chase down the solution that nobody else would think to find.
Managing Partner & Senior Wealth Advisor
After graduating from Iowa State University with a degree in Marketing, I was introduced to this career path. I immediately took an interest in the world of investing and finance. My passion for helping others and striving to deliver the highest level of advice led me to earn my CFP® designation in 2011.
My wife and I are passionate about the planet and our environment. We try and do all we can to reduce our imprint.
Spending time with my wife Jess and our children, William and Whitney. We enjoy living a healthy lifestyle through fitness, sports, and outdoor recreational activities like hiking, skiing, and camping. I love to cook and try new recipes.
Engaging in economic and market/investing material as often as possible, whether through reading, watching or listening. I like to get different perspectives, from both inside the industry as well as outside. Working with high-level professionals and business owners also gives me a window into the passion and expertise they bring to their industry, I try to bring the same to ours.
Balance. Managing a family budget and saving with long-term goals like college and retirement.
Chief Compliance Officer & Director of Operations
After I graduated from UNI in 2008, I didn’t have a clear understanding of where life could or would take me. There was one thing I knew: I love to help people. When I started with the firm in 2011, I realized that my passion to help people was equally matched by the services and advice we provide through investment management and financial planning. Helping our clients achieve financial success is our priority.
I am an active member and volunteer at Lisbon United Methodist Church. I currently sit as the co-chair of Worship & Nurture Committee which involves organizing worship services and acting as a leader in the praise band. I also volunteer at Waypoint Services in Cedar Rapids.
Spending time with my husband and three children. I also enjoy playing my guitars, singing, canoeing, stand-up paddle boarding, crafting, and reading.
We recently purchased a new home to accommodate our growing family. One of our home-improvement goals is to gradually re-landscape the backyard with a garden and a patio.
As the Chief Compliance Officer and Director of Operations, I am constantly keeping up to date on rules and regulations, along with helping to develop new systems and processes to help best serve and protect our clients. The world of finance is ever-changing, and it’s important for us to stay informed of changes in the markets and legislation.
Balance; paying down liabilities while saving for retirement and future education expenses for the kiddos.
Constantly learning, growing, and challenging myself, both personally and professionally.