Team Member 1

Sr. Financial Planner

I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering a net worth and income compensation model that better aligns our fee with how we work with our clients.

“The bridge between knowledge and skill is practice. The bridge between skill and mastery is time”

When I am not working, I enjoy spending time with family and friends. I play the saxophone in Minus Six, a pop/rock original group, and sit in with other rock and jazz groups throughout the Quad Cities area. I am a runner, cyclist, swimmer, snow-skier, and golfer. My wife Laura and I stay active keeping up with our son Christopher and our border collies Stella and Sammy.

Credentials

Affiliations:

Fee-Only Planning

Ares of Expertise:

Life Transitions, Strategic Financial Planning, Cash Flow Coaching, Divorce Planning

Education:

Certified Financial Planner Program from The American College 2006
BA in Music Performance from University of Illinois at Urbana-Champaign 2001

Membership:

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Financial Transitionist Institute (FTI), Money Quotient (MQ)