LPL Financial Advisor
Bob has been helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009. He believes in pure independent advice, with a ‘Client First’ mentality, using the ‘IOWA process’
Integrated > Ongoing > Wealth > Analysis
The beauty of our process is that we will never lose sight of pursuing financial independence. While providing ongoing insights and strategies, he will work alongside you, while you enjoy life’s journey.
He received his bachelor’s degree from the University of Iowa and has completed several courses at The American College while working towards his designation as a Certified Financial Planner.
Outside of working with his clients – He enjoys watching and attending sporting events, especially, the Hawkeyes! He can often be found enjoying Iowa’s great outdoors – golfing, fishing, biking, snowboarding, or hiking the tails with his family.