As a Portfolio Manager and Certified Financial Planner™ (CFP®) professional with over 19 years of experience in the financial services industry, my focus is in helping my clients achieve their most cherished financial goals through prudent portfolio management integrated with a comprehensive financial planning relationship.My wife Amanda and I reside in Iowa City with our three beautiful daughters ages ten, seven, and three. Outside of the office I enjoy reading, exercising, playing with our kids and visiting with friends and family. ***The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by The CFP Board. The CFP Board's Standards of Professional Conduct require CFP® professionals to act with a fiduciary duty and in their clients’ best interests. ***Due to Industry regulations, I cannot give or receive LinkedIn "Endorsements" and the endorsements section has been deactivated on this profile.
Listed skills include Retirement Planning, Income Planning, Investment Strategies, Behavior Modification, and 6 others.