300 Main Street, Ste. 325 | Dubuque, IA 52001 | (563) 582-1606
Managing Partner & Senior Wealth Advisor
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?
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 advisor'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, do yard work, and referee soccer. "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.
Client Service Associate
After attending Mount Mercy University and receiving my bachelor’s decgree 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 millenials, 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.