I help companies, institutions, families and individuals around the United States with all of their financial matters. Through my industry experience and acumen I work to determine objectives, develop an asset allocation, select professional investment managers, review those managers, and adjust as necessary. I apply this same process to the benefit plans I manage and to families and individuals. My team at Merrill and I help all of clients with banking and lending through Bank of America, insurance, trust, and a myriad of other areas with both in-house and 3rd party solutions. Client outcomes are #1!

I graduated from the University of Iowa, with a BS and BA and earned my MBA from the Henry B. Tippe School of Management at the University of Iowa, concentrating in finance and accounting. I hold the Certified Private Wealth Advisor^® and Certified Investment Management Analyst^® certifications, administered by Investments & Wealth Institute^™ and taught in conjunction with the UCLA Anderson School of Management and the University of Chicago Booth School of Management, respectively. I also hold the Certified Plan Fiduciary Advisor^® designation and the C(k)P^® Designation or Certified 401(k) Professional Designation, which is administered by The Retirement Advisor University also in collaboration with UCLA Anderson School of Management. As a Portfolio Manager I can help clients pursue their objectives by managing on a discretionary basis personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third party strategies.

Born in Iowa, I grew up in Cedar Rapids. Some of the organizations I am currently involved with are the City of Cedar Rapids Board of Adjustment, the Finance Committee for First Lutheran Church, the board of the Cedar Rapids Country Club, the board of JDRF of Iowa-Nebraska, and actively support many community organizations. Some of the previous boards I've been on include the Cedar Rapids Area Chamber of Commerce, the Cedar Rapids Museum of Art, Orchestra Iowa, Linn County I-Club, Eastern Iowa Arts Academy, and Junior Warrior Baseball.