Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. I help plan for the longest vacation of your lives… Retirement.
As an experienced financial professional with InvestORION, located at BankORION, I have a strong history of working with community financial institution clients, families and friends. As a Registered Representative of LPL Financial, member FINRA/SIPC and a licensed insurance agent, I have access to a wide variety of investment and insurance products.
I have been helping individuals address their financial goals for the past 19 years. I use an educational approach with my clients, as I believe that if you understand your plan, you will be more comfortable with the decisions we make together. My investment and insurance experience give me a unique background to provide you with personalized financial advice.
I have lived in the Quad Cities for the past 16 years after relocating from Wisconsin. My wife Bridget and I, along with our 4 children, Liam, Izzie, Declan, and Erin, are proud to be an active part of this community. I am a member of the Knights of Columbus and enjoy spending time with my family along with coaching basketball and playing golf.
InvestORION offers personalized financial strategies because it is important to get to know you and your needs before any suggestions are made. InvestORION offers access to consultations by an experienced LPL Investment Advisor Representative including:
- Personal Financial Strategies
- Charitable Planning Strategies
- Retirement Planning
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BankORION and InvestORION are not registered as a brokerdealer or investment advisor. Registered representatives of LPL offer products and services using InvestORION, and may also be employees of BankORION. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankORION or InvestORION. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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