Our Team

Nearly two decades ago, I set out to prove something: that financial planning could actually make sense to real people. I'm still proving it every day.

I've spent my career in the trenches of the financial world — advising pre-retirees and retirees, reporting into an S&P 500 company, and serving as Vice President of a $4 billion independent marketing organization. Along the way, I've trained and mentored hundreds of advisors and helped organizations scale from the ground up. But the work I'm proudest of has always happened one-on-one, across the table from clients who just wanted someone to tell them the truth about their money.

Here's what all those years taught me: most people don't need another product. They need clarity. Confidence. A plan built for real life, not a sales pitch. That's exactly what I bring to individuals and families across Ankeny, Des Moines, and Central Iowa — retirement strategies that are as exciting as they are secure.

I'm not a salesperson. I'm an educator. I cut through the jargon, show you exactly how the pieces fit together, and coach you until the plan feels like second nature. Nothing beats the moment a client's eyes light up because it finally clicks — and they realize their future just got brighter.

Long before spreadsheets and financial plans, I was a walk-on college athlete who earned my scholarship the hard way — through grit, not guarantees. That mentality never left me: set the goal, put in the work, deliver the result.

Outside the office, life is full and loud in the best way — chasing my three kiddos, Jase, Logan, and Zeke, stealing quiet moments with my wife Mackenzie, spinning vinyl, catching a live show, cheering on a game, and Sunday mornings at church with the whole crew.

If you're ready for straight talk, real strategy, and a planner who's genuinely in your corner, let's talk. Or better yet — come to one of my events. You'll walk out with more clarity than you walked in with... and maybe a few new songs for your playlist.