LPL Financial Advisor
Where did you grow up?
Charles City, Iowa
What year did you begin your career at Two Rivers Bank & Trust?
Can you please explain your current role?
My primary role is helping people develop a plan to pursue their retirement and investment goals and then help them execute that plan over time.
Leading up to your current job, what other experience do you have related to the banking industry?
I began my financial services career in 1993. Prior to joining Two Rivers, I worked in the Trading Department for a bank in Chicago. Before that I worked as a Financial Advisor in Chicago.
Do you have any special certificates / awards or designations held with LPL Financial?
I earned my BA in Finance from the University of Nevada Las Vegas (UNLV). I have FINRA Series 7, 63 & 65 Securities Licenses and Life, Health & Variable Life Insurance Licenses.
Please highlight your community involvement.
Currently, most of my community involvement revolves around my church. Through my church, I have worked with the Salvation Army, St. Vincent Food Pantry, Boy Scouts of America, Habitat of Humanity and numerous other local organizations.
What do you enjoy most about your role at Two Rivers Bank & Trust?
I have worked for Two Rivers for over two decades. It is extremely rewarding to be a part of the financial journey of my clients. I love seeing the plans we started many years ago come full circle allowing them to pursue their goals of sending their children to the college of their choice and the ability to retire early if they choose to do so.
What does being a good neighbor mean to you?
Being a good neighbor is a lot like a good potluck dinner. Everyone is an expert at something. If we are all willing to share what we do best, whether it is a good potato salad or financial planning, in the end we all benefit. This sharing of our talents brings us all closer together as a community.