I am a CFP, CLU, ChFC with over 20 years experience. I was blessed to get in this business right out of college. My team has grown through acquisition over the last 3 years - I have added 2 new advisors and purchased 3 practices all in the last year. Growing from a team of 3 to now a team of 9! We have a very disciplined approach to running our business. I am the CEO and take passion in our processes. We have an incredible team all focused on the same mission.
Our Team’s mission is to provide financial peace of mind by
Earning your trust,
Building your confidence…. and,
Tailoring your solutions
Our passion is in our process, and that is to create an enjoyable journey for our clients, while ensuring their success.
My focus is how many lives can we impact with the passion of our mission statement?
We have been working with one of the top financial business consults for the last 2 years. So we are always looking to improve our client service model, asset management, CRM, business planning, HR benefits, ect.. This ensures we are never stagnant in our client experience and our growth!
I am looking to continue to grow with the RIGHT people. ---Locally in Iowa----*** and in AZ or FL****- We have a strong client base in both FL and AZ, time to invest in a physical location with an acquisition )
I am looking to partner/buy/ provide succession with like minded people that have a true passion for helping clients.
As we often say to our clients - It all starts with a conversation- Lets discuss how we can provide value to this next stage of your practice. - Lets Chat!