Proudly serving clients in Spencer, Spirit Lake, Milford, Ocheyedan, Hartley, Lake Park, and surrounding areas. I'm a lifelong resident of Northwest Iowa and grew up on a family farm near Melvin. I still get the opportunity to help on the farm each spring and fall, which I enjoy. In 2010 I graduated from Buena Vista University in Storm Lake with a bachelor's degree in media studies. I then spent 12 years working full time in the radio industry. I met my wife in 2015, and we got married in 2018. We live in Spencer and have been blessed with two sons and a daughter: Lincoln, Griffen, and Madden. We attend First English Lutheran Church in Spencer. I joined Thrivent in the fall of 2022. I have been active in the Spencer Jaycees chapter since 2013 and the Spencer Youth Baseball and Softball Association since 2024.

I work with my clients by helping with:

Life Insurance
Disability Income Insurance
Long Term Care Planning
Retirement strategies
Investment Strategies
Estate Strategies
College Planning
Charitable Giving

Answering the questions:

What can I do with an old 401k?
How much life insurance do I need?
When can I retire?
Should I open a ROTH IRA?
What strategies can I use to reduce taxes in retirement?

Education:

Life & Health Insurance License

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combine State Law

B.A. in Media Studies – Buena Vista University