Keystone Wealth Management

CONNECT

Address:

999 Home Plaza, Suite 100-G
Waterloo, IA 50701

Phone:

(319)883-3096

Fax/Other:

(888)369-7483

Qualifications

After graduating from Illinois State University in 1998, I immediately started helping clients plan for the future as a Financial Advisor.  During that time, I have experienced the bursting of the dot com bubble; the subsequent correction from 2000-2002; the longest war in our nations history; the attacks of September 11th; the corporate scandals of Enron and Worldcom; a disputed Presidential election; interest rates going up, down and staying at unprecedented levels for an extended period of time; the downturn of 2008; the Bernie Madoff and Russ Wasendorf scandals, the housing crisis, the collapse of Lehman Brothers and the first-ever downgrade of our nations credit rating.  Needless to say, while I'll never claim to have experienced every potential circumstance, it is safe to say that I have been tasked with guiding clients through some of the most dynamic and uncharted situations for any investor.  

From a professional standpoint, I earned the Certified Financial Planner® designation in 2003 and my Chartered Financial Consultant designation in 2005.  However, I believe clients most appreciate my common sense and straight-forward approach to helping them with their finances.  I believe in clear and concise recommendations that are designed to directly address your needs and objectives. Conversely, I do not believe in a lot of fancy presentations that are meant to dazzle the eyes while glossing-over the mechanics of how a particular product meets your needs.  In the end, I want clients to fully-understand and be completely comfortable with the recommendations and advice I give them.