300 Main Street, Ste. 325 | Dubuque, IA 52001 | (563) 582-1606
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.
Senior Wealth Advisor
firstname.lastname@example.org (563) 582-1606
I discovered financial planning through a college internship. The firm utilized a life insurance based broker/dealer where agents received incentives to offer their insurance products over others. This led me to become a Certified Financial Planner professional and a fiduciary to place my clients' interest first. From this experience I now understand the different motives financial advisors may have when offering advice.
I enjoy presenting to high school and college students on the basic principles of financial planning.
Creating memories with my wife, Chelsea, and our daughter Elliette. I also enjoy every season the Midwest has to offer. In the cold winter months you'll find me skiing in the terrain parks of Chestnut Mountain and Sundown Mountain. When the snow melts I enjoy golfing at Meadows Golf Club and Eagle Ridge Resort.
I am currently saving to finish our basement and fund a college savings account for Elliette.
Reading articles, newspapers, magazines and continued education classes.
Managing our cash flow to balance numerous financial goals.
Thinking outside of the box to deliver creative and unique financial advice.
Associate Wealth Advisor
After attending Mount Mercy University and receiving my bachelor’s degree in accounting, I made the decision to enter the finance industry with the hopes of using my knowledge to help people make educated decisions in pursuit of achieving their financial goals.
I enjoy coaching club youth soccer in Eastern Iowa. I have had the pleasure of helping kids that are unable to afford the price of competing by working with a group of parents to create an “everybody plays” program - ensuring that any child that wants to participate has the opportunity.
I thoroughly enjoy sporting events, spending time in the outdoors, traveling to new places with my fiancé, and creating irreplaceable memories with family and friends.
In 2016, I made the purchase of a new home with my fiancé and we are saving once again so we can complete a few home improvement projects: finishing the basement, extending the deck, and possibly a pool if she gets her way.
Being new to the industry I try to absorb more advanced knowledge through collaborating with others, reading a variety of literature, and listening to financial podcasts.
Like most millennials, I am focused on paying off my liabilities, while putting additional cash toward my retirement savings.
I plan to have enough money saved to be able to travel the world in retirement.