About Me
Professional Specialties
- 401K Advisory
- Retirement Planning
- Investment Advisory Programs
- Business Planning
Personal Planning Analysis
- Survivor Income
- Disability Income
- Education
- Retirement Income
- Estate Liquidity
- Investment Allocation
- Long-Term Care Planning
Qualifications
Education and Professional Designations
B.A. Management-Finance Finance, University of Northern Iowa
Chartered Life Underwriter (CLU®)
Awards and recognition
Million Dollar Round Table, Qualifying Member*
Associations and Memberships
National Association of Insurance and Financial Advisors