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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

  • •BS Bachelor of Science - Wayne State College - Wayne, NE

Community participation

I am passionate about being involved in the local Wayne and Northeast Nebraska area organizations, especially those that focus on business development. Organizations I am currently involved in are:

  • Wayne Community Schools - School Board Member (Wayne, NE)
  • Wayne Area Economic Development - Board of Directors; Revolving Loan Committee; Organization Committee (Wayne, NE)
  • Optimist International Club - Past-President (Wayne, NE)
  • Lions International Club - Former Chairman of Finance Committee (Norfolk, NE)
  • Mentor in TeamMates mentoring program (Wayne, NE)

Interests

I have been happily married to my wife, Allie, for 16 years. We live in Wayne, Nebraska. Outside of work I enjoy spending time with my wife and three children, Miles, Max & Grace, and long-distance running. I also enjoy spending time at the lake and watching college athletics. Avid Buffalo Bills and North Carolina basketball fan!