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

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

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