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I joined the Planning Center in 2022 and bring with me 7 years of investment experience after working for The Vanguard Group in Scottsdale, Arizona. I am responsible for running our trade desk which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.
I was born and raised in Moline, Illinois and my wife and I could not be more excited to be raising our two kids in Moline, IL. We are an active family and love to be outdoors as much as possible. Some of our best family memories have come from vacations in the mountains of Arizona and Colorado. I enjoy coaching youth recreation sports and have coached my son and daughter in soccer and basketball. We love to ride bikes as a family and get on our bikes whenever we can whether that’s date night, trying out a new coffee shop, or grabbing an ice cream cone.
Education
Favorite destinations:
The mountains in Arizona and Colorado
Who inspires me:
My family
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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310 K Street
Suite 405
Anchorage, AK 99501
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7055 N Maple Ave
Suite 108
Fresno, CA 93720
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1615 Fifth Avenue
Moline, Illinois 61265
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136 S Dubuque St,
Iowa City, IA 52240
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303 West Erie Street
Suite 311
Chicago, IL 60654
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1521 Washington Ave.
Suite B
New Orleans, LA 70115
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800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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