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
35
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
  • Small Business
  • Insurance
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Awards & recognition

  • Five Star Wealth Manager, 2019
  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CIO Wealth Strategies, Ameriprise Client Experience Award, 2021-2023

Community participation

  • North Platte Public School Foundation
  • North Platte Lions Club

Interests

  • Soccer
  • Racquetball
  • Kids Activities
  • Jet Skiing