Wealth Counselor
CurrentA career spanning three decades in the legal, corporate, and non-profit worlds blessed me with experiences, challenges, and opportunities beyond the dreams of the younger me growing up in Dubuque, Iowa. It was an honor to gain the trust of diverse and varied clients – from individuals and businesses, to large collegiate athletic departments. Combining my unique skillset with Clark Street’s financial planning acumen and resources gives us the tools to provide exceptional value to individuals and businesses seeking to identify and attain their wealth utilization, preservation, and legacy transfer goals. I am excited to help successful individuals define their financial vision and develop strategies to bring that vision to fruition.