Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
Associations and Memberships
Professionally, I am a Life and Qualifying member of the Million Dollar Roundtable (2008-2017), member of the Central Iowa Society of Financial Services Professionals (FSP), NAIFA - the National Association of Insurance and Financial Advisors, IAIFA - Iowa Association of Insurance and Financial Advisors, and NAIFA - Des Moines.
I served on the Board of the Central Iowa Society of FSP and was the President for 2013-2014 chapter year.
I have studied through The American College to earn my CFP®, CLU®, ChFC®, CASL®, REBC®, RHU® and RICP®. The American College, founded in 1927, and located in Bryn Mawr, Pennsylvania, is the nation’s leading educator of professionals in the financial services industry.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
RICP® Retirement Income Certified Professional
CLU® Chartered Life Underwriter
ChFC® Chartered Financial Consultant
CLU® Chartered Life Underwriter
ChFC® Chartered Financial Consultant
CASL® Chartered Advisor for Senior Living
REBC® Registered Employee Benefits Consultant
RHU® Registered Health Underwriter
RHU® Registered Health Underwriter