LPL Financial Advisor
Where did you grow up?
St. Ansgar, Iowa
What year did you begin your career at Two Rivers Bank & Trust?
Can you please explain your current role?
My current role is to help administer retirement plans for larger employer groups.
Leading up to your current job, what other experience do you have related to the banking industry?
I started my career in finance in 1984. Before coming to Two Rivers, I worked as the financial controller for a manufacturing company in Burlington.
Do you have any special certificates / awards or designations held with LPL Financial?
I have my security licenses for Series 6, 65, and 63. I am licensed as a life and health insurance agent. I am also a Certified Public Accountant but cannot use the designation in the investment business.
Please highlight your community involvement.
I am currently Vice President of the Burlington Notre Dame school board and Treasurer of the Burlington Bees. I am a past board member of the YMCA and Burlington Notre Dame Foundation. I am active in Junior Achievement, multiple youth sports programs, and religious programs as well as supporting community outreach programs.
What do you enjoy most about your role at Two Rivers Bank & Trust?
I enjoy working with all the different clients and helping them pursue their retirement goals.
What does being a good neighbor mean to you?
It means helping people develop methods to make their lives better financially.