Find Top Financial Advisors in Ames, Iowa

I'm a financial planner who believes your money should support your life and not the other way around. Whether you're preparing for retirement, managing debt, building wealth, or navigating a major life transition, I help clients design a personalized roadmap so they can make confident, values-driven financial decisions. At the heart of my practice is the belief that a strong financial plan lays the foundation for an effective investment strategy. I work closely with each client to understand their goals, priorities, and unique circumstances and then build a tailored roadmap to help them move forward with clarity and purpose.

To ensure the plan and portfolio work seamlessly together, I manage investments in-house using a behavioral, methodical, and data-driven approach. I focus on long-term alignment, cost-efficiency, and minimizing unnecessary risks, so my clients can trust that their money is working for them, not against them.

To better serve a wide range of financial needs, I hold three advanced designations: CFP^® (Certified Financial Planner^™) for holistic, fiduciary-based planning. AFC^® (Accredited Financial Counselor) for debt, cash flow, and budgeting guidance. CSLP^® (Certified Student Loan Professional) for complex student loan repayment planning. I care deeply about building long-term client relationships based on trust, transparency, and partnership. Everyone's version of success looks different, and my goal is to meet clients where they are and help them get where they want to go as strategically as possible.

I was born and raised in Iowa and currently live in Adel with my wife, Ashley (my high school sweetheart), our daughter, and our two dogs. I graduated from Upper Iowa University, where I earned my bachelor's degree and wrestled collegiately. In my free time, I enjoy working out, traveling to national parks, watching movies, and shooting sporting clays.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention: from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.