Two Rivers Bank & Trust
As a Greater Burlington native, I am blessed with the opportunity to live, work and volunteer in the community I grew up in. I am a proud graduate of Burlington Notre Dame, Southeastern Community College, and the University of Northern Iowa. I have the great privilege of serving individuals and businesses across Greater Burlington and beyond as a Wealth Management Officer and Retirement Plan Specialist. With 20+ years in the industry and the last 15+ years at Two Rivers, I’ve greatly enjoyed and continue to enjoy partnering with clients to plan for and achieve their financial goals.
As a Chamber Ambassador since 2011, I’ve been fortunate to be a part of countless business after hours and ribbon cuttings celebrating our local businesses from grand openings to remodels and expansions to anniversaries. I enjoy networking with the great people and businesses in our community and celebrating their successes. I believe in giving back to the community and am fortunate to work for a community bank with roots dating back to 1904 who also believes in supporting this great community.
In addition to serving our community as a Wealth Management Officer and Chamber Ambassador, I serve on several boards for organizations/foundations throughout Greater Burlington. I’m also an active member of the Burlington Noon Lions service club.
When not volunteering, meeting with clients planning for their retirement, or helping organizations of all sizes administer their retirement plans and educate their employees, you can find me enjoying all that Greater Burlington has to offer with my loved ones. Of all the “hats” I wear my favorite is being dad to my daughter.
Reach out to me to connect and learn more regarding what we can do for you or your organization to add value and partner together to achieve your retirement and financial goals!
