I have been in the financial services business since 1983 when I sold my first life insurance policy. Working in the industry for 40 years I have developed a passion for enhancing the financial health of my clients. In addition, I have developed financial expertise through years of experience and receiving the professional designations CLU® and ChFC® from the American College of Financial Services. In 1998, I started Bettendorf Financial Group as an independent firm where I can put quality of service as one of the top priorities. I am proud that I have been able to serve my clients well and many of my clients have been with me for more than 40 years. I receive great satisfaction from the trust and loyalty my clients have placed in me. We have two grown sons that are still in the area. Sheila and I enjoy traveling in our motor home, spending time in our second home in Colorado and as lifelong dog lovers we have dogs that keep us busy.

I have been in the financial services industry since I graduated from Northern Illinois University in 1999 with a bachelor’s degree in economics.  I grew up in the suburbs of Chicago where I started out as a financial advisor but was quickly recruited to become a wholesaler.  I was a wholesaler of financial products for about 6 years before realizing the travel involved was keeping me away from my family.  It was in 2006 that I made the move to the Quad Cities and began working at at an agency selling life and health insurance while still doing financial services through Bettendorf Financial Group. Over the years, I have continued to expand my knowledge base of the industry and in May of 2016, I earned my AIF® designation.  In July of 2018, I made the decision to move over to Bettendorf Financial Group to work full time as a financial advisor.  My wife Sara and I have 6 kids together who keep us very busy.  We currently live at Fyre Lake in Sherrard, IL and enjoy our weekends boating and fishing on the lake.  I also enjoy any chance I get to be out on the golf course.

Since starting with Bettendorf Financial Group in 2014, I have worn many hats. As I have obtained Insurance and securities licenses, my role has evolved to Financial Advisor. Along with the rest of the BFG team, I love working with our clients to help them realize their financial goals through life’s changes and market shifts.

While working at BFG, I graduated in 2018, with honors, from Augustana College with a Bachelors of Arts degree in Finance. This, along with my industry training, experience and licensing, allows me to help clients further their financial planning goals. I live in Moline with my husband Greg, our son Gregory, and our dog, Gizmo. We enjoy hiking, camping and cycling as a family.

I have been a Financial Advisor for over 30 years. I attended The University of Iowa and graduated with a degree in Finance. I began my career with Morgan Stanley in 1994, serving as a Financial Advisor and managing an active book of several hundred individual and business clients. Previously, I worked as a financial consultant at CBI Investment Services, located at CBI Bank & Trust.

In my capacity as a Financial Advisor, I continue to live by the standards that have served him so well throughout my career: to value the uniqueness of each client, to provide each client with unparalleled personal service, and to do my utmost to help each client achieve their financial goals and aspirations.

We have two daughters attending the University of Iowa and enjoy cheering on the Hawkeyes. I enjoy golfing and anything sporting related. In addition, I have volunteered with Teaching Kids to Save and coaching youth sports.