I enjoy multi-tasking in a fast-paced environment and utilizing my ability to prioritize to meet tight deadlines. I started my accounting career at a private accounting firm that later merged with The Planning Center in 2011. It’s great to work with a group of individuals who love their jobs and strive for excellence every day.
As a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The Planning Center in 2015, after working with a full-service Quad Cities CPA firm from 2010 to 2015. Though my duties vary based upon the needs of our clients, I work collaboratively with our financial planners to provide comprehensive tax preparation […]
I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering […]
I enjoy helping others live a great life. I meet with small business owners, young professionals, and pre-retirees one-on-one and guide them through life’s transitions as it relates to financial planning. Some of the areas in which I lead our team are in setting up company retirement plans, Social Security & Pension Analysis, and Investment […]
As the president of The Planning Center, I am responsible for the daily management of the firm. My long-term goal for the firm is to continue building a team of talented financial planners and staff who are ready to serve successive generations of families. I want our firm and its lead planners to be a […]