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:
We’re independent and solely dedicated to your best financial interests.
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: