About My Practice
Fortune Financial Group, Inc. specializes in providing financial strategies designed to create, accumulate and preserve wealth. Since 1986, I have been providing financial solutions to help busy executives and business owners attain financial peace of mind. What sets me apart is the passion, sincerity and long term commitment I bring to my work.
"I strive to build relationships with people who have character and love their families. The most important ingredient in every relationship I maintain is trust. I help create that by treating each client's account the way I would my own family's!"
After graduating from Iowa with a Finance Degree I started in the financial services business in 1986. I started my own business in 1990 and have been helping people with their financial planning ever since.
Visit our blog is Life Planning Today.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
American Trust Investments
Considerations: We are an independent advisory firm providing comprehensive retirement planning and investment management to clients.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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