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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
20
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 24 - General Securities Principal Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Juris Doctorate, University of Nebraska Lincoln, 1987
  • Bachelor of Science in Business Administration, University of Nebraska Lincoln, 1984
  • Creighton Prep High School, 1980

Interests

Team Sports

Fitness

Recreation

National Parks

Investing

Community participation

American Legion Baseball Post-Season Tournament Director

Omaha Creighton Prep High School Athletic Hall of Fame Committee

Awards & recognition

  • Ameriprise Circle of Success, 2015-2019

Professional associations

  • Alumni Association University of Nebraska

Previous experience

  • Financial Advisor, Morgan Stanley, Omaha, NE, 1999-2014
  • Attorney, Lieben, Whitted, et.al Law Firm, Omaha, NE, 1988-1999
  • Attorney, Fitzgerald, Schorr, Barmettler & Brennan Law Firm, Omaha, NE, 1987-1988

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.