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

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Securities Industry Essentials
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law
  • Life, Health & Annuities License

Education

  • Bachelor of Agricultural Economics from University of Nebraska Lincoln
  • Bachelor of Animal Science from University of Nebraska Lincoln