Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies


  • 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

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

Community participation

The Exchange Club of Omaha

Business Breakfast Club of Omaha

Omaha ATA Martial Arts - Black Belt Academy


Spending time with Family

Community Service

Martial Arts and Golf activities

Professional Networks