Welcome, Thanks for coming to my web site. Enjoy clicking through these pages and discovering interesting facts about my work and how I might best serve you. It's my sincere desire that you'll contact me today to help you solve your investment needs.
As a life long resident of the Quad Cities, investment broker for over twenty five years, dedicated husband,dad and grandfather, and both community and Christian leader, you'll find me to be user friendly.
Interestingly, in December 2005, I was the first investment counselor in the Quad Cities and only the third designee in Iowa to earn the Certified Retirement Counselor® designation. This relatively new designation comes from the International Foundation for Retirement Education ( InFRE ) based out of Texas Tech University. This course of study and the exam covered a wide spectrum of issues facing todays retirees.
Many news articles have been published about my professional, volunteer and personal activities. View my current news section to review the articles as well as various very current financial reports.
Map and Directions
View a map to my office and the option to get driving directions.
I am licensed to offer securities in the following states: CA, CO, FL, GA, IA, IL, IN, MO, NC, NE, NV, TN, WI.
This site is intended for residents of the state of IA, if you are not a resident of IA, please use our firm locator to find an office in the state which you reside. This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.
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