“Basically, the reason I was drawn to the financial planning industry is because I enjoy helping people. Being an advisor allows me to use my experience and our customized planning process to help clients with their unique goals, regardless of what stage they are at in their lives.”
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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.