Chief Compliance Officer
Financial Advisor
Joining the Financial Services Industry in 2021, Noah is working diligently to build strong relationships with clients and provide assistance with their unique investment plans. Prior to being a Financial Advisor, he was an attorney in downtown Cedar Rapids, Iowa.
As an attorney, Noah regularly represented clients in the practice areas of estate planning, real estate, probate and trust administration, business law, and tax law. Noah was passionate about helping families through the estate planning process by providing clients with all their options and advising them to an estate plan that satisfied all of the client’s goals and objectives while considering the tax consequences of each estate planning decision. Noah applies this knowledge from being an attorney to advise clients regarding their unique investment plans.
Noah decided to become a Financial Advisor because of his background in accounting and his passion for investment planning. Noah wanted to apply his knowledge as an accounting major to help clients with their unique investment plans.
Noah earned his bachelor’s degree with a major in accounting from Iowa State University. He graduated with a law degree from the University of Iowa College of Law. Currently, Noah lives in Cedar Rapids, Iowa, with his wife, Anna, his daughter, Winona, (New Baby), and the family dog, Odie.
When not working with clients, Noah enjoys going on hikes at the Iowa State Parks, playing tennis, and spending time with his family.
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