“From my vantage point, nothing great is ever achieved without a sense of urgency. This belief—foundational to the founding of Legacy Bridge—drives our continual innovation to support the ever-evolving needs of the families we are privileged to serve. While we manage quarter-to-quarter, our purpose is to ensure that a family’s values and wealth thrives as their legacy is created and sustained from one generation to the next.”
40
Years of experience as an Entrepreneur, Innovator, and Investor
PROFESSIONAL HIGHLIGHTS
Founded Legacy Bridge Private Family Offices for ultra-high-net-worth, multi-generational families
Dedicated to providing personal attention, control, investment performance and exceptional family office services to many of Iowa’s and the nation’s most prominent enterprising families
Focused on helping founders, entrepreneurs, and business innovators navigate the complexity that exists at the intersection of their family, enterprise and wealth
Committed to giving back: Founded the “Initiative to Change the ‘D-Word’” [a 501(c)(3) non-profit organization] to eliminate the stigma surrounding the use of “dementia” and “demented”
Passion to change the world of cognitive impairment: Served on the National Early-Stage Advisors Group of the Alzheimer’s Association; selected for the Global Neuroscience Patient Council; Champion for the Voices of Alzheimer’s organization; sits on the Alzheimer’s Patient Advisory Board of the Center for Study on Clinical Research Participation; and serves on the Board of Directors of the Banner Alzheimer’s Institute Foundation
Featured speaker at industry events throughout the country and around the world
