My business focus is and always has been to help people protect their assets and establish financial security through a teamwork approach of financial guidance. My hope is to inspire people to act on their best intentions. Together we can plan your direction through:
Investment Services – Asset Accumulation, Short and Long Term Goals
Risk Management – Wealth Preservation, Income and Family Protection
Financial Strategies – Education Funding, Retirement Planning
I began my career in 1983 with the Equitable of New York, now Equitable Advisors, and within the very first year was given the prestigious National Award, The Chair of Champions. My collegiate degree of Business and Mathematics began at Missouri University, I served my country in the Marine Corp and completed my college degree at University of Missouri at St. Louis (UMSL). As an investment advisor representative (IAR) with Equitable Advisors LLC, I offer independent recommendations and/or as a registered representative of Equitable Advisors and an agent of Equitable Network, bring vast resources to your financial needs as a premier financial organization.
I am a Lifetime Member of the Million Dollar Roundtable (MDRT), a Life Underwriter Council Fellow (LUTC) Designation, a member of NAIFA (National Association of Insurance and Financial Advisors), and have lived in Des Moines, Iowa for 41 years. My lovely wife, Libby, works beside me, assisting to provide personalized service and client management. With 31 years of industry experience, we have high standards of integrity with the goal to earn your trust and confidence resulting in long-term relationships.
We are blessed to have two full grown children; our daughter Myra is a lawyer in the state of Colorado, and our son Aaron is pursuing his Master’s Degree at the Chicago Conservatory of Performing Arts in Cello Performance/Orchestral & Arts Management. In my time away from the office, I enjoy prairie restoration, cycling and cooking. I am involved in our church and volunteer in mission endeavors and for Hospice.
To develop, review, or update your financial strategies and work toward your goals, please call 515-267-2678 for a complimentary initial consultation.
California Insurance License #0C80212