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Business valuation
ESOP
Corporate/strategic planning
Mergers & acquisitions
Buy/sell agreements
Estate taxation
Transfers/gifting
Regulatory compliance
Shareholder transactions
SBA 7(a) loans
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B.A. in Finance and Real Estate, University of Northern Iowa
Accredited Senior Appraiser (ASA), American Society of Appraisers
National Association of Certified Valuators and Analysts (NACVA) “30 Under 30” recipient
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American Society of Appraisers – Iowa-Nebraska Chapter President, Former Vice President, Former Treasurer
Ankeny Leadership Institute – Class of 2024-2025
United Way LINC (Lead, Impact, Network, Change) - Member
The Loop Des Moines – Member