Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health

Interests

  • Family. Me and Karen have always put family near the top of our priorities, right after God. Now that our three daughters have married wonderful men we are enjoying the season of being grandparents.
  • Playing golf . You really get to know what a person is all about after spending four hours with them during a round of golf .
  • The least of these. We spend a number of hours each month working with organizations that help those with little or no voice.

Community participation

Food for the Poor, Inc.

Service Corps of Lutheran Business Executives

Nebraska Children's Home Society

The Assure Women's Center

Metro Omaha Area Youth Foundation