I started my accounting career at a CPA firm in Bettendorf, IA where I specialized in small businesses and not-for-profit accounting and taxation. After several years there I moved to a position as the controller of Happy Joes Pizza and Ice Cream, also in Bettendorf, IA. There I oversaw the accounting department and worked closely with the CFO. I became very familiar with the economics of running a mid-size restaurant chain and working with store managers throughout the US. I also ate a lot of pizza.
Later, my wife and I moved to Galesburg, IL and I started to work at a small accounting firm there. While a small firm, it is an integral part of the community, and I worked with many local leaders and businesses on a wide range of financial issues. After several years there I made the move to The Planning Center and I have loved every second of it! Now I get to work closer than ever with clients on how to best plan for their futures.
