My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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14
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!