Designations and Licenses

Bo is a is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a licensed health, life and variable insurance agent.

Experience and Education

As a senior wealth advisor, Bo serves as a trusted partner to clients helping them create a plan to reach their financial goals today, tomorrow and in the future. In addition, Bo specializes in working with a client’s CPA to provide integrated wealth planning and investment strategies by integrating estate planning, risk management and retirement planning into a client’s unique and customized wealth plan. Prior to joining Mariner, Bo was a partner, vice president and financial planning consultant at HK Financial Services.

Bo graduated from the University of Iowa with a degree in economics.

Personal Interests

In his spare time, Bo enjoys attending his boys’ athletic events, golfing, running and spending time with family. He is also a volunteer at the Boys and Girls Club.