


I guide clients with their retirement planning and tax-efficiency/wealth-transfer strategies. In general, I partner with them toward achieving their goals. Or, in the words of my daughter, I “help people be smart with their money.”
I was born the third of seven siblings and grew up on our family farm in northern Iowa (Winnebago County). I’m thankful to my parents for providing a godly example of what hard work, sacrifice, and the importance of family look like.
I earned my B.A. in History, Teaching, at the University of Northern Iowa, where I also...