My wife Stacey and I are residents of Polk City. Together we have 3 boys; Kole, Chase and KJ. We love Polk City and we feel lucky to know that someday our kids will understand how fortunate they were to grow up in such a great place with so many great people. We live in a recreational utopia that keeps the feel of a close-knit community which is hard to find these days.
I have over 12 years of experience in Business Consulting and knowledge in products directed toward Cancer Protection, Life & Disability Insurance along with Dental, Vision and more.
I got into the Financial Services Industry for several reasons: First of all, I discovered that there are a lot of options out there for people to consider, it can be time consuming and confusing. My goal is to simplify the process and help your family feel comfortable with their financial game plan moving forward.
Secondly, in considering my family and what we wanted to do, I felt that being aware of Retirement Planning and Insurance Protection is something every family should consider. By exploring options for my family, it helped to realize that there are lots of families out there that don’t know where to get help with these needs. I find it challenging and rewarding to help families, just like mine, to feel warm about the future and whatever it may bring.
- Retirement Needs
- College Education Funding
- Investment Strategies
- Personal Cash Flow and Budgeting
- Estate Planning
- Life and Disability Insurance
- And more