Working with individuals & families in Central IA
I am a financial advisor committed to helping individuals and families plan for the present, as well as the future. I believe that taking that first step to talk about finances is admirable and I am honored when my members include me on this journey.
I have an office in the Kibbey Building on East Main Street in Marshalltown. I am excited to be able to serve members from this location and look forward to showing you this beautiful space. If it's more convenient to meet at a location in the Des Moines metro area, we can set up a meeting at the Thrivent office in Johnston.
Many of my members are from central Iowa, but I am not limited to these areas. Let's have a conversation and determine what's on your mind and how I might be able to help.
I believe that everyone deserves a plan. I would love to assist with yours.