“Appreciating my unique position as the ‘next-gen’ within a multi-generational firm serving multi-generational wealth, I believe my experiences enable me to bring a distinct perspective to the intersection of a family, its business and wealth. we want the families we serve to sustain both their values and wealth across the span of time.”
5
Years of experience in Family Office Services
PROFESSIONAL HIGHLIGHTS
Focused on serving the varied needs of enterprising, multi-generational families
Expertise in delivering a high level of service and administrative support for families’ day-to-day needs
Commitment to supporting ultra-high-net-worth client relationships
Wealth management experience working on estates, trusts, and family partnerships, including data aggregation and reporting
Owned and operated an art gallery in the East Village of Des Moines that represented local and regional talent
Active in the community and a supporter of mental health awareness, the Alzheimer’s Association, and the American Heart Association among others
