I am a fee-only fiduciary financial planner with ClearWealth, a firm based out of Burlington, Iowa. Although ClearWealth is based in Burlington, I am located in Davenport, Iowa and have the capabilities to work with anyone in the US through a virtual setting. I am passionate about helping individuals organize and find efficiencies in their financial lives while educating them about their options and how those options affect them.

We’re in a world where information is at our fingertips. Whether it’s via social media or other media outlets, there is seemingly endless information. But there’s a major problem, how do you know if this information is right for you and your family’s situation?

I spend a lot of time with my clients figuring out what their ideal lifestyle is today, how to optimize for that, and plan for the future to get to financial freedom and make work optional. I am rebranding the word retirement, that seems so absolute. Who knows what you will want that far in the future at a specific age? We are all guessing at what we want and when it will happen. My job is to help you make good decisions with your money, get to financial freedom efficiently and enjoy life today.