Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7, 9, 10, 31, 63, and 65 Life, Variable, Accident & Health licenses


  • Bachelor's of Science - Banking and Finance, University of Nebraska at Omaha
  • Military Police, U.S Army - Schofield Barracks, HI


Spending time with Family

Community Service

Martial Arts and Golf activities

Professional Networks

Community participation

The Exchange Club of Omaha

Business Breakfast Club of Omaha

Omaha ATA Martial Arts - Black Belt Academy

Professional associations

  • Exchange Club of Omaha
  • Better Business Club of Omaha

Previous experience

  • Financial Advisor, H & R Block Financial Advisors, 2002-2009
  • Investment Broker, AG Edwards, 1992-2002
  • Investment Broker, Prudential Securities, 1991-1992
  • Investment Broker, Commerical Federal, 1989-1991
  • Personal Banker, Commerical Federal, 1987-1989