Overview

I am a financial planner in central Iowa. Most of my clients are at or near retirement age. The bulk of my practice is focused on income planning in retirement. Another major piece of my work is with agricultural estate planning. I enjoy the process of meeting with clients, defining and achieving goals. Retirement is a stressful time for people. I enjoy the stress relief a well thought out and executed plan can have for my clients.

My goal is to purchase and service the book of a retiring advisor. I'm not looking to start a huge team or add a vast number of clients that can feel ignored. I just want to spend my time doing the things I enjoy most, spending time with clients. My assistant became ill and passed away, and I haven't had the heart to replace her. If the practice I find has an existing support staff, I would see that as a bonus.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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