Qualifications


I have been providing financial services for 36 years after having sold my first mutual fund. Many of my clients have been with me for all those years. The benefits of working with me is my ability to provide a clear understanding of what the proposed investment product will do for my client. 

My broker dealer is Cambridge Investment Research, Inc. which is headquartered in Fairfield, Iowa.  They employ over 850 Iowan's and have the Midwest work ethic. 

I am a former Mayor of Blencoe, city council member, serve on Onawa city boards for selection of management personnel, and currently active in bringing a branch YMCA to Onawa.  I am a former Grand Knight of the Knights of Columbus, work on many of their projects, and serve on the Finance Council of St. John Church.

The one thing clients know that when they place investments with me that it will be honest and with the lowest commissions possible.  If I wouldn't invest in the product, I will not put other people's savings in them.  Most of the investments I use, I also own them and understand what to expect in the future.  There are no "get rich quick" schemes here. I'd rather hit singles and doubles, not homeruns.