588 Boyson Rd NE Ste 120A
Cedar Rapids, IA 52402
Everyone defines success differently. Understanding what is most important to you, and how you define success, are paramount in working with me as your financial advisor. When it comes to financial goals such as retirement, it's a lot like climbing a mountain – it is much easier when you partner with a guide that has the tools, resources and knowledge necessary to help you reach your destination safely. I help my clients navigate the right path based on their tolerance for risk, time-horizon and other factors unique to their individual situation.