- Past Board Member, Iowa City Hospice
- Wounded Warrior Project
- Eastern Iowa Honor Flight Pulling for Honor, in partnership with the Iowa City Police Department
- Community Foundation of Johnson County Volunteer
- Houses Into Homes Board of Directors
*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2018 Forbes Top 1000 Next Generation Wealth Advisors, created by SHOOK Research. Presented in Sept 2018 based on data gathered from March 2017 to March 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
***2023 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.