Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
5
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
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.A., Journalism - Creighton University, 1993

Community participation

I have been teaching sixth grade Religious Formation at St. Patrick's Church since 2013. I got involved teaching because I think its important to share our experiences with the next generation.

Interests

*Family: My wife Ami and I have four children, Sydney, Maddie, Nathan and Davis

*Church: Ami and I are very active in St. Patrick's Church in Fremont.

*Sports: We enjoy watching all the sports our children play.

*Outdoors: We love spending our summers camping and boating.

*Travel: Favorite trips include Yellowstone, Northern Michigan, Belgium and Rome.