49 years of experience
, Masters of Science in Financial Services
, Chartered Life Underwriter
, Chartered Financial Consultant
, Accredited Estate Planner
►MDRT (Million Dollar Round Table)
48 Year Qualifying & Life Member
This premier international membership is recognized for ethical sales excellence
in the life insurance and financial services industry.
►Investment Advisor Representative (IAR) with
Royal Alliance Associates, Inc.
FINRA series 6, 63, 26 registrations
►Life, Health, Long Term Care & Disability
Education, Community Associations, and Career Achievements…
►B.A. University of Northern Iowa, Business, 1970
►Jaycees; US Ambassador & International Senator
►Member: Palmer College President ‘s Club, St.Ambrose President’s Club, & North Scott Rotary
►Greater Quad Cities I-Club: Board Member & Past President
►Member of Our Savior Lutheran Church & singer
►Executive Director of Fortunaires Club Foundation (funded by financial professionals nationwide)
►SME (Subject Matter Expert) for insurance testing for the State of Iowa through Pearson Vue
►2006 Recipient of the Newell C. Day Award, Professional Underwriter
of the Year for State of Iowa
►National Association of Insurance & Financial Advisors (NAIFA) Quad Cities: past president,
national committeeman, 2010 agent & financial professional of the year
►Past President Quad City Estate Planning Council
►Past President QC Society of Financial Service Professionals
Research, listening, and doing what’s right…
Tap into our knowledge and put the investment and insurance landscape in perspective with
professional insight. Working with our team will give timely research & help you understand your current situation.
We service our clients with a holistic values based approach and have the technology to help communicate
it well. The folks at Powell Financial Group and Maquoketa Financial Group have the heart of a teacher.
We look forward to empowering you with knowledge. So let us do the research, provide you with facts, and
assist you in making good financial decisions.
I am currently licensed in Iowa, Illinois, Michigan, Minnesota, Florida, and Wisconsin.
I was born in Cedar Rapids, Iowa. My wife Bonnie and I have made the Quad Cities and North Scott area
our home for 43 years. Our son Jarod is my business partner and our daughter Amanda lives in MI. We
adore our 3 grandchildren, and love Golfing, Boating, & Biking.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/
SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names,
products or services referenced here are independent of Royal Alliance Associates, Inc.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a
year. Each MDRT status designation is granted for one year only. All members must apply every year to
continue their affiliation with the Million Dollar Round Table.