“I could not imagine a greater responsibility or more fulfilling role than to help the families we serve to live their best lives and pursue their aspirations across the expanse of their family’s generations.”
30
Years of experience in Investment Management
PROFESSIONAL HIGHLIGHTS
Career focused on working with ultra-high-net-worth families and the trusted advisors who serve them
Expertise with the detailed requirements of wealth and investment management, and family office services reporting and document compliance, including estates, trusts, and family partnerships
Committed to understanding and supporting the needs of complex family structures and their entities
Incredible attention to detail
Experience aligning roles and responsibilities, and coordinating logistics across teams, to manage projects, timelines and client expectations
Served as an Investment and Fiduciary Services Associate at Wells Fargo Private Bank
Registered Paraplanner
Active in the community, including supporting organizations such as The West Des Moines Chamber
