Our Firm

Our journey began in 1999 where I started a brokerage for Keokuk Savings Bank, in Keokuk Iowa. Over the years I recognized what I did best, Asset Management. In 2008 I decided it was time to specialize in my core expertise. I purchased the business from Keokuk Savings Bank nad Private Wealth Management was born.  

I had an opportunity to expand our business into the Quincy market in 2011 by purchasing another similar practice. It has been a great decision. I look forward to growing our firm in the Quincy area as well as maintaining and servicing our established base of clients in Keokuk.