About Us

One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

I have lived in Des Moines since 2016. I have been married to my spouse, Jessica, since July of 2019.

I am an active member of the community, serving as greeting team member for the Lutheran Church of Hope and a member of Pheasants Forever. I also am a past ambassador for the West Des Moines Chamber of Commerce.

My branch office administrator, Leland, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on him with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

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