Why I do what I do
Why I do what I do
I am driven by my desire to guide my clients with a customized strategy to best meet their individual needs. There is nothing more fulfilling than helping other people. While my process with every client varies based on their needs, the one constant is my ability to listen to their specific needs and to empower them to take control of their financial future.
I serve members in…
the Quad Cities and surrounding areas. I am also licensed in other states to help serve my "snowbird" clients.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds and variable annuities.
I enjoy working with…
and learning about every client. Every client is unique, and I enjoy hearing about their lives and goals - both personal and professional. With my guidance, we can work together to make the right decisions to help them meet their personal and financial goals. Whether you are a business owner or just getting started, I can help.
I attended…
Alleman High School in Rock Island and Eastern Illinois University in Charleston, Illinois, graduating with a bachelor's degree in economics.
I am very proud of…
the knowledge I can help pass on to my clients to help them create peace of mind and awareness in their lives. I have been honored multiple times as the Modern Woodmen Financial Representative of the Year, including in 2005, 2009 and 2010. I am also a lifetime member of the Million Dollar Round Table and am Court of the Table.