Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Intergenerational Planning
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Nebraska-Lincoln, B.S.B.A., Finance, 1992-1996

Interests

  • I love spending time with my wife and three daughters
  • My favorite pastimes are watching our children participate in activities, relaxing time at the lake, boating, watching movies, Husker sports, playing the piano, and snow skiing
  • My favorite movies are Good Will Hunting, the Godfather trilogy, the Bourne trilogy, Caddyshack, Scent of a Woman, and Top Gun

Community participation

  • St. Margaret Mary Catholic Church - Omaha, Nebraska
  • St. Patrick's Catholic Church - Elkhorn, Nebraska
  • Youth Soccer Coach - Elkhorn, Nebraska
  • Board of Trustees - Leukemia & Lymphoma Society of Nebraska
  • Light the Night Walk Executive Committee Member - Leukemia & Lymphoma Society of Nebraska
  • Junior Achievement Teacher - Elkhorn, Nebraska

Awards & recognition

  • Ameriprise Circle of Success, 2009-2019