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
Managing Partner & Senior Wealth Advisor
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.
After graduating from Iowa State with a degree in Marketing, I was introduced to this career path. From there, the intricacies of the world of investing and finance had me hooked and I was determined to learn all I could about the business. Before I knew it I was on my way to earning my CFP® and have now been helping others find the balance between finance and lifestyle for 14 years.
My wife and I are avid recyclers. We do everything we can to reduce our carbon footprint, not be wasteful, and repurpose as much as we can.
We know this will provide a better world for our two children and hope to set a great example for them to follow.
Family is always number one - my wife Jess, and our children, William and Whitney, are my world. We all enjoy living a healthy lifestyle through fitness, outdoor recreational activities like hiking, camping, and skiing, and finally, pairing new recipes with our favorite wine.
We are in the process of finishing our basement. I love working with my hands and plan on completing as much work as possible myself.
My biggest goal right now is to enroll in the Masters of Financial Planning program at Iowa State next year. I know I can also always count on my peers to provide a valuable perspective and often use other professionals in the industry as a resource.
Short Term - Cash flow for the current calendar year, a ski trip to Montana next year, and finishing the basement. Intermediate Term - my children’s education and the success of our business.
Long Term - a relaxing and adventurous retirement.
I often try to encourage my retirement-ready clients to think about their legacy. Who do they want to benefit? A charity? Their family? Their community?
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 am looking to expand my volunteering through Junior Achievement, Waypoint, and the Red Cross.
Spending time with my family, especially my husband, Chris and son, George. I also enjoy playing my guitar, singing, canoeing, stand-up paddleboarding, crafting, and reading.
My husband and I are currently saving up for our retirement and education for George.
I am fortunate enough to be surrounded by individuals who challenge my investigative skills, urge me to dig deeper, and support my desires to learn more in the ever-morphing financial environment. My long-term goal is to attain my CFP® (Certified Financial Planner) designation.
As an accumulator, and having recently started a family, saving is one of the hardest things to do, but I am always up for a challenge.