Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • University of Nebraska Lincoln
  • Boston Institute of Finance, Bryant University

Interests

I enjoy spending time with my wife, Ann, and immediate/extended family that reside in the Omaha and Southwest, IA areas. You can count on a family event with our family just about every week with the Williams/Walker gang. In my spare time, I enjoy numerous activities, including, but not limited to, waterskiing/wakeboarding, fishing, snowboarding, wrestling, and golfing. Being a former athlete, it's hard to keep away from sports and the outdoors.

Community participation

-Burke High School Alumni Group

-Bridge Church Omaha

-St. Vincent De Paul Omaha

Professional associations

  • University of Nebraska "N" Club Alumni

Previous experience

  • Financial Consultant, TD Ameritrade, 2015-2018