I’m honored to be featured in a recent interview with Proactive Advisor Magazine, where I had the opportunity to share my perspective on helping clients navigate uncertainty through thoughtful financial planning. In the article, I discuss my approach to building adaptable strategies, why communication is key, and how my experience has shaped the way I support long-term financial confidence.
You can read the full interview on their website linked below.
I’m a serial entrepreneur with more than 30 years of experience across a variety of industries—including public office, having served as mayor of Bettendorf, Iowa. I know the stress and uncertainty of managing cash flow, payrolls, plan sponsorship for retirement...
CBRE’s 2025 U.S. Investor Intentions Survey revealed that investor optimism is tempered by ongoing uncertainty (CBRE, January 2025). Tariffs, government contraction, AI wars, foreign trade shifts, economic volatility, and a flurry of legislative and societal changes...
Financially successful people get to travel the world, make memories with loved ones, and create a lasting legacy. It starts with these five steps…