Ted works with families, individuals and businesses to plan for their financial futures and to create efficient ways of reaching their goals. He has a background in insurance, consumer credit, debt management and lending procedures. He focuses his energy on helping business owners and others with complex planning and investment needs to create a plan for their retirement years. In addition, Ted works with companies on ways they can improve the retirement and 401(k) plans they offer to their employees.
Ted earned a bachelor’s degree in finance from the University of Iowa and is an active volunteer at his children’s school, his family’s church and with various community outreach programs.