I focus on working with successful individuals, and their families, as well as small to mid-sized business owners. I accomplish this by offering my clients access to one of the area’s leading wealth management firms. I complete a preliminary plan after discovering your priorities, what motivates you, including aspirations for the future. I access the cutting-edge technology, systems, infrastructure, products and strategies offered by EFS Wealth Management and Securities America to develop a detailed plan. I recognize that the intersection of taxes, investments, Social Security decisions, pensions, and retirement income needs is a busy and complex one. Without the right traffic signals, crashes are difficult to avoid. I believe the way to provide a safer drive is to not only provide the right signals as far as when to stop, when to move or when to make a turn, but to also teach you to be a better driver. Explaining complex decisions in simple terms using language you can understand is one of my strengths. I will take the time to make sure you are informed and that you understand the financial concepts we are discussing. I have been in the Insurance and Financial industry for over 12 years. I am a FINRA licensed advisor with a Series 6 and 63 exams and licensed in Iowa, Nebraska, and South Dakota. In addition, I hold Life and Health Insurance licenses. I specialize in estate and retirement planning. I also received the training and testing to receive my Behavioral Financial Advising designation. I look forward to utilizing this new program as I work with each client.
I love to be with my family. I am married to Pam and we have 4 children and 7 grandchildren. I enjoy riding my bike, playing with the grand kids, golfing and working in the yard. I am a graduate of Oral Roberts University with a BS degree in Theology. I am a member of The Sioux City Gospel Mission Board of Directors, and I enjoy serving at my local church in many capacities.