At MidAmerica Wealth Management, we're here to serve you.



 


As a CERTIFIED FINANCIAL PLANNERTM I understand your concern for your financial future and offer you personalized, objective guidance backed by over 30 years of experience in the financial services industry. When you partner with MidAmerica Wealth Management, we pledge to provide unparalleled and reliable service, a balanced approach to managing your investments, honest communication and a long-lasting relationship.


As a CFP I follow the fiduciary standard which means that I act in your best interest and put your interests ahead of mines. We're here to help you make the most of your life and plan for a healthy retirement.


Our Approach


From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future. We take into account your current needs and investment strategies to gain a better understanding of your goals.


We develop a selection of appropriate strategies and offer recommendations as to which are best suited for you. Once you've had time to review and you agree on the best approach to take, we put your customized plan into action. Throughout the life of your investments, we remain in contact with you, our valued client, to make adjustments if necessary and guide your investments down the most prudent path.


Above Reproach


MidAmerica Wealth Management's team has built relationships with clients based on insightful guidance, mutual respect and trust.


MidAmerica Wealth Management is backed by the resources of LPL Financial, the nation's largest independent broker/dealer.* (As reported by Financial Planning Magazine, June 1996-2018, based on total revenue.) This relationship provides us with industry-leading research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.


Because of our established investment approach, team collaboration and strict code of ethics, we have earned a reputation for client satisfaction.