FINANCIAL Life Planning
A trusted partner for your point in life.
We're combining financial planning and wealth management with a partnership focus that puts you first. See how we're different:
No matter where you are in life, we can tailor our services to your needs.
Who We Are
Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.
Born and raised in Cedar Rapids, with 25+ years of financial planning experience.
CERTIFIED FINANCIAL PLANNER™ Professional with graduate-level training and advanced certifications to match.
Our experience and technology mean we can handle just about any financial challenge you’re facing. Our client services include: