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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • B.S.Financial Markets, Banking, Investment Science, University of Nebraska Omaha

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Consultant, TD Ameritrade, Omaha, NE, 2012-2013

Community participation

Volunteer 6th grade boys basketball coach at OPS Gateway Elementary School.

  • Sponsor of InCommon Community Development

Interests

  • Running and Biking - Lincoln Half Marathon
  • Nebraska Football Games
  • Traveling -Love exploring the United States and new places around the world.
  • Hunting - I enjoy bow hunting, the peace and quite of the woods is a great escape!
  • Spending Time with Family - I love spending time with my wife, Blair. We love to travel together, watch Nebraska football games and enjoy exploring Omaha!

My photos

6 albums
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