
After more than 25 years in the Information Technology industry, much of it in leadership roles, I discovered my greatest satisfaction came from mentoring people. I enjoyed helping others make smarter financial choices, grow in their careers, and plan confidently for the future.
That passion inspired me to start Custom Fit Financial, a fee-only fiduciary financial planning firm based in Cedar Rapids, Iowa. I work with clients in Iowa City, across the state, and virtually throughout the country. My focus is on helping individuals and families with a net worth of $2 million or less—people often overlooked by larger firms—gain access to personalized and trustworthy financial planning.
Every client receives a plan built around their unique goals and financial situation. Whether you’re preparing for retirement, managing taxes, organizing your finances, or saving for education, I work with you to create a clear, actionable plan that reduces stress and supports long-term success.
As a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional® (RICP®), and an Enrolled Agent, I bring expertise in both financial planning and tax strategy. I am a member of XY Planning Network, The National Association of Personal Financial Advisors (NAPFA), Advice-Only Network, and Fee-Only Network. These memberships reflect my commitment to transparency, ethical standards, and client-first service.
My financial insights have appeared in AARP, Kiplinger, Forbes, and CBS News (Media Mentions, where I’ve shared practical advice on retirement planning, tax strategies, Social Security, mortgage decisions, and navigating high-interest-rate environments. I bring that same real-world experience to every client relationship.
If you are looking for a financial planner who values trust, clarity, and education, I invite you to learn more about working together. At Custom Fit Financial, your goals come first, and my role is to help you reach them with confidence.
Copyright © 2025 Custom Fit Financial - All Rights Reserved.
Custom Fit Financial (“CFF”) is a fee-only, advice-only fiduciary financial planning firm based in Cedar Rapids, Iowa. We also serve clients virtually in other areas where permitted or exempt from registration. CFF is a registered investment adviser in the State of Iowa. Registration does not imply any level of skill or training.
The information on this website is for general use only and should not be considered a solicitation or offer of investment advisory services in any location where such activity would be illegal or unauthorized. CFF will not provide personalized investment advice for compensation without first meeting the registration or exemption requirements of the applicable state.
All content on this website is for informational purposes only. Opinions are those of CFF unless otherwise noted. Information is believed to be reliable, but accuracy or completeness is not guaranteed. Before implementing any financial strategy, please consult a qualified advisor, accountant, or attorney.
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