Bio
I developed, implemented, and managed employer-based welfare benefit, retirement, and executive benefit programs as an insurance broker, serving Midwestern companies. I retired from this independent commercial insurance agency as a Stockholder and Board member.
After retiring, I served as Director of Development and Community Relations for a faith-based not-for-profit retirement community. I created giving programs for annual and Legacy gifts for its capital, operation, and endowment needs.
Returning to for-profit, I represented a central Iowa business brokerage firm as a sales agent.
When the office closed, I moved to an employee benefits agency where I concentrated on overhead expense cash flow, debt reduction, and income replacement “ability” programs for professionals and business owners.
Today, as a Certified Succession Professional, I provide services to business owners and families during their planning for succession, purchase
