LPL Financial Advisor
Where did you grow up?
What year did you begin your career at Two Rivers Bank & Trust?
Can you please explain your current role?
I provide comprehensive financial planning for individuals. This includes investment management, insurance services, and retirement planning among others.
Leading up to your current job, what other experience do you have related to the banking industry? In what year did you begin your banking career?
My career in finance began when I became a licensed Financial Advisor in 2016 for an investment management company in Cedar Rapids prior to joining Two Rivers at the beginning of 2019.
Do you have any special certificates / awards or designations with LPL Financial?
I have my Series 7 and 66 securities licenses and am also a licensed life and health insurance agent.
Please highlight your community involvement.
I am currently active in the Iowa City Area Business Partnership, a member of Veritas Church in Tiffin, and support various Iowa City area organizations including The University of Iowa Stead Family Children’s Hospital.
What do you enjoy most about your role at Two Rivers Bank & Trust?
I enjoy the process of helping my clients identify and find strategies for their retirement goals.
What does being a good neighbor mean to you?
It means always lending a helping hand when you’re able. When we work together with our neighbors we create a better community for everyone.