About WealthBase
Secure Your Principal. Eliminate Your Taxes. Strategic Roth Conversions and Tax-Free Retirement Solutions.
WealthBase LLC helps people explore complex financial and insurance strategies through patient, practical education. We believe a decision is only as strong as the understanding behind it.
WealthBase LLC is a premier wealth protection and financial strategy firm dedicated to helping high earners, business owners, and retirees insulate their hard-earned assets from tax volatility and market risk. We specialize in engineering defensive, tax-efficient retirement blueprints by leveraging contractually protected insurance vehicles like Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIAs). Rather than relying on traditional, volatile stock market models, WealthBase LLC focuses on wealth preservation, downside protection, and the strategic execution of advanced Roth Conversions. Through our proprietary multi-phase planning sequences, we empower clients to eliminate future Required Minimum Distributions (RMDs), maximize tax-free cash accumulation, and secure predictable, contractual lifetime income streams they can never outlive.
Meet Your Strategist
For over 25 years, I operated at the highest echelons of Information Technology and Corporate Consulting, managing massive financial and infrastructure portfolios for complex organizations. That quarter-century career wasn't just about managing data—it was about mastering architecture, mitigating systemic risk, and translating intricate requirements into flawless execution.
Today, I bring that exact analytical intellect to your personal balance sheet. At WealthBase LLC, I don't just sell products; I co-own your financial milestones, deeply evaluate your tax exposure, and engineer a seamless, custom blueprint tailored specifically to your retirement goals.
Many traditional wealth managers operate as asset-under-management (AUM) fiduciaries, charging you an ongoing yearly fee (often 1% or more) just to hold your money—regardless of whether the stock market goes up or down.
I choose a different path. As an independent insurance and wealth strategist, I do not charge you ongoing annual advisory fees. Instead, my independence grants me the absolute freedom to shop the entire open market. I am not beholden to a single corporate parent or a restricted menu of proprietary funds. I leverage direct contracts with the nation's top-tier insurance carriers to pick, choose, and structure the absolute best contract design for your unique situation. The carriers compensate us directly, meaning 100% of your hard-earned capital goes straight to work compounding for your future.
While my corporate roots and primary residential office are proudly based right here in Iowa, retirement safety knows no borders. To serve high earners and families nationwide, I am a fully licensed insurance producer across the United States.
National Producer Number (NPN): 21270086
How to Verify:
What to confirm: Ensure that the legal name attached to that NPN matches the name of the advisor you met online.
While you receive direct, personalized advisory support from me, WealthBase LLC is backed by an elite, institutional infrastructure:
Dedicated back-office engine for FIA case design review & underwriting.
Institutional IUL Education & Premium Financing structure management.
Core structural partner for The FlexMethod accumulation architecture.
Accelerated tax strategies compressing Roth timelines to 1–2 years.
Complimentary year-end federal and state Strategic Tax Filing support.
Private equity arm offering Multifamily Real Estate syndications.
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The information provided on this website is educational in nature, intended for general public use, and should not be construed as specific investment, legal, tax, or financial planning advice. WealthBase LLC is an independent marketing entity. Fixed Indexed Annuities (FIAs) and Indexed Universal Life (IUL) insurance policies are complex insurance contracts, not stock market investments or securities, and they do not directly participate in any stock or equity investments.
While these vehicles offer market-indexed growth potential and principal protection through a 0% floor, interest credited will not mirror the total performance of the underlying index due to caps, participation rates, spreads, and fee structures outlined in your specific contract. All guarantees, including lifetime income riders and death benefits, are backed entirely by the financial strength and claims-paying ability of the issuing insurance company. "Income" or "lifetime income" refers strictly to the guaranteed payment of contractual lifetime payment amounts (LPAs) and does not refer to regular interest credited to the contract value.
Withdrawals taken prior to age 59½ may be subject to a 10% IRS tax penalty, and early liquidations may incur contract surrender charges or market value adjustments. Premium financing and leveraged accumulation strategies (such as the FlexMethod) involve inherent financial leverage risks, including interest rate volatility, policy underperformance, and potential additional collateral calls. Past performance is not indicative of future results. Private placements, self-directed IRAs, and multifamily real estate syndications carry separate regulatory definitions, liquidity limitations, and risk metrics. You are strongly urged to consult with qualified legal, tax, and licensed financial professionals to determine suitability for your individual circumstances prior to purchasing any contract or entering a private placement track.
Our Team
Founder & Principal Strategist
25+ years IT consulting and corporate analytics background. Specialist in Roth Conversions, IUL design, and Multifamily Real Estate.
Client Strategy & Operations
Coordinates back-office reviews, client onboarding, and seamless scheduling to support customized strategy implementations.
Strategic Tax Coordinator
Assists with tax audit alignments and year-end filing strategy coordination across all advanced conversion clients.
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