Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
BA, Business Management , William Penn College, Oskaloosa, IA
Peoples Savings Bank, Assistant Vice President – 2008 to 2014
Mortgage loan origination, including underwriting, processing and closing portfolio and secondary market transactions.
M&I Bank, FSB – 2004 to 2008
Compliance advisor for wholesale mortgage division, including administration of day to day compliance program, disaster recovery planning, and training and lecturing to large and small groups.
Community Bank, Loan Officer/ Banker – 2001 to 2004
All lending aspects as well as bank operations and branch management, including CIP, new accounts and ATM maintenance.
Various positions in the credit union industry – 1994 to 2000
Frontline deposit operations and branch management, as well as loan functions and extensive collection and loss-prevention techniques.
In the community
Member, Indianola Noon Lions Club