After 3 year stint of teaching/coaching in the 70's, I entered the insurance and investment profession. A management position attracted me to Sioux City in 1983 following a few years of corporate and personal sales experiences in eastern Iowa. After assessing the career path I wanted to pursue in 1985, I chose to reenter personal sales and start my own advisor practice. From life insurance and risk management products have evolved into more comprehensive services (see our website). The majority of our clients are seniors, thus, our focus is on retirement and estate planning.
My wife, Sue, is a counselor in the Sioux City Schools. We stay busy with our career obligations, community and church involvement, and family commitments. We have five adult children and six grandchildren that we enjoy very much. Golfing, boating, movies, athletic events, and traveling consume our pastime.
Our clients are one of our greatest blessings. We would invite you to become part of our 'family'.