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I founded Peeling Back Layers in 2017, a life-focused financial planning firm. It all began when I was not offered a match with my employers 401K plan. My wife and I knew we had to do something. We started educating ourselves by going to classes at our local university and reading dozens upon dozens of books . As we worked through the process we learned how important it is and how many others are in a similar situation. That is when I knew people needed help and I wanted to do something about it. I also knew early on that is was more than just about the money; hence the name Peeling Back Layers. I kept reading both in the financial world and outside of it I knew I wanted to integrate life and money. As many of us know money is a tool to help us live by spending and giving. Now, I am here to help EDUCATE, EMPOWER, and SERVE my Clients. Knowledge followed by action can set you free! When I am not working with clients or creating you will me with my family. We love to be outside in our garden, going for walks or a bike ride.

Peeling Back Layers Questions

The Peeling Back Layers annual revenue was $4 million in 2026.

Peeling Back Layers is based in Cedar Falls, Iowa.

The NAICS codes for Peeling Back Layers are [52, 52393, 5239, 523].

The SIC codes for Peeling Back Layers are [628, 62].

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