Whether I am cheering on my alma mater (Go Cyclones!) or making music with my friends, I think it is important to enjoy life to its fullest. Having lived in many different locations throughout my childhood I have been able to meet a variety of people and discover new places and ways of doing things. Understanding that everyone has their own story and making the most out of every situation are two things that I think are always important to remember.
Affiliations: Fee-Only Planning
Education: Bachelors of Science in Finance from Iowa State University 2013
Memberships: Financial Planning Association (FPA), Young Professionals Network of the Quad Cities (YPQC)
Leadership: Past Co-Founder and President of the student chapter of the FPA at Iowa State University 2012
Who inspires me:
My family has always inspired me to be a good person and made me who I am today. My passion for helping others is rooted in the values I inherited from them.
My greatest extravagance (under $100):
Live music. Almost nothing beats seeing my favorite bands, but I enjoy seeing almost any kind of live show.
In my spare time:
I enjoy playing intramural sports, making music, and spending time with friends and family.
My favorite place to spend summer weekends is fishing, swimming and relaxing at the family lake.
Most effective saving tip:
Automate your saving process and debt pay down. This can make building your net worth effortless and efficient.
We learn and teach continuously
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We build powerful relationships by working towards common goals
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind