



Professional:
-Certified Financial PlannerTM
-23 years as an independent advisor
-Series 7, 24 and 66 licensed
-Investment Adviser Representative
-Life/Health Insurance License
Education:
-Iowa State University - Bachelor of Science
-College for Financial Planning
-Member of Financial Planning Association
Personal:
-Married with two daughters
-Hobbies include: outdoor activities, crossword puzzles, traveling and reading
Professional:
-Financial Advisor with Spectrum since 2002
-Series 7, 66 licensed
-Investment Adviser Representative
-Life/Health Insurance Representative
Education:
-Indiana University-Purdue University Indianapolis
-Kelley School of Business
Personal:
-Married and expecting first child
-Believes in working hand in hand with clients to achieve their financial and life goals
-Hobbies include: Traveling, hunting, fishing, spending time with wife and dogs
Professional:
-Worked in the financial planning industry since 2002
-Joined Spectrum in 2005
-Series 7, 66 licensed
-Investment Adviser Representative
-Life/Health Insurance License
Education:
-Graduated from AIB College of Business in 2001
Personal:
-Married with one son
-Hobbies include: camping, going on walks and reading
Professional:
-Financial Advisor with Spectrum since 2010
-Certified Public Accountant (license inactive)
-Four years public accounting experience with Ernst & Young
-Series 7, 66 licensed
-Investment Adviser Representative
-Life/Health Insurance License
Education:
-Iowa State University - Bachelor of Science in Accounting and Finance with minor in Economics
-Member American Institute of CPAs and Iowa Society of CPAs
Personal:
-Married with two sons
-Hobbies include: travel, camping, photography, sports and reading
Professional:
-Joined Spectrum in 1999
-Responsible for client management and back office operations
Personal:
-Married with one daughter
-Hobbies include: card making, enjoying coffee and gardening
Click on a picture to the left to learn more about one of our staff members.