Associate degree in Bible from Grace Bible Institute in 1976
B.A. in Psychology from the University of Nebraska – Lincoln in 1978
M.S. in Community Counseling from Shippensburg (PA) University in 1980
Securities exams passed: Series 7, Series 63, Series 24, Series 66
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
Chris joined our firm in 2021 and assists our office in processing all manner of client services and compliance activities. He has a background in technology, office administration and a degree in business analytics. Chris is a six year veteran of the United States Air Force, we thank him for his service and are proud to have him on the team. He lives in Council Bluffs with his wife and three children with whom he enjoys playing games, going on walks, and reading.
If you don't know, the thing to do is not to get scared, but to learn.
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.