Bio
Experience
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Accel Wealth Management
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Cedar Rapids, Iowa, United States
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Investment Advisors
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Jan 2020 - Present
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Cedar Rapids, Iowa, United States
We help our clients enjoy their retirement dreams by advising them on how to grow their assets and protect them from the unforseen. We create strategies for the three phases of retirement, which we refer to as the "GO-GO Phase", "SLOW-GO Phase" and the "NO-GO Phase"...
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Financial Service Industry
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Cedar Rapids Iowa
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Financial Advisor
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1987 - Present
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Cedar Rapids Iowa
Working in the financial service industry since 1987 helping clients reach their retirement goals through Wealth Creation Strategies, Tax Reduction Stategies and Legacy Planning.Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).Member FINRA/SIPC. A...
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Premier Advisors, LLC.
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Cedar Rapids, Iowa Area
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Owner
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Jun 2002 - Jan 2020
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Cedar Rapids, Iowa Area
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Suggested Services
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Industry Focus. “Financial Services”
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