Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Saving for Education
  • Cash Flow Management Strategies
  • Charitable Giving
  • Insurance
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.S., Finance - University of Nebraska - Lincoln, 2017

Interests

Some of my interests include duck hunting, fishing, Husker sports, spending time with my family, and volunteering for my fraternity, Delta Tau Delta.

Community participation

  • Delta Tau Delta Fraternity - Beta Tau Chapter
  • Benevolent and Protective Order of Elks, Member, York, NE