Expertise:
Thirty-Four Years Experience in Income Tax Consulting, Preparing Individuals for Retirement, Assisting Individuals through the Retirement Process, Seventeen Years Experience in Current Position
Major Product/SVS:
Financial and Ethical Consulting, Giving Them Peace of Mind
Favorite Business Publication:
Journal of Financial Planning
Education Degrees:
Master of Science in Mathematics, Stanford University (1972)
Affiliations Awards:
National Society of Accountants
Industry:
Income Tax Consulting and Retirement Planning
Extended Bio Profile:
He attributes his success to doing what is right and having clients' best interests in mind first and foremost. He became involved in his profession because he used to be an educator before taking tax and accounting classes and found it fascinating. The highlight of his career is receiving the Rick Jorgenson Award in 1996 for high ethical standards from the FPA Iowa Chapter.