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
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Saving for Education

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life Insurance, Health Insurance and Annuities Licensed

Awards & recognition

  • Ameriprise Circle of Success, 2019-2022

Previous experience

  • Ameriprise Financial Services, Inc., 2019-2020
  • Wells Fargo Clearing Services, LLC, 1998-2019
  • Principal Financial Securities, Inc., 1991-1998
  • R.G. Dickinson & Company, 1988-1991
  • Painewebber Incorporation, 1983-1988

Community participation

  • Past Chairman - Millard Suburban Fire Protection District Board
  • Past Chairman - Douglas County Nebraska SID 366 Board of Trustees
  • Past President - Cornhusker Shrine Club
  • Past Board Member - Boys Town Fundraising Advisory Board
  • Past Board Member - Nebraska Securities Industry Association
  • Past Board Member - Principal Financial Securities
  • Past Board Member - Douglas County Nebraska Chapter of Pheasants Forever
  • Past Board Member - Nebraska Chapter of Safari Club International

Interests

  • I am married to my wonderful wife Becky, we have two children, Michael and Kate. Michael and Kate both work on Wall Street in New York City. We have 3 King Charles Cavalier Spaniels. Becky and I split our time between Omaha and on the ranch in the Hill Country of Texas.
  • We enjoy traveling abroad and taking trips back to New York City to see the kids.
  • I enjoy working outdoors on our ranch, wine and whiskey tastings, reading, and volunteering in the community.
  • We are both Creighton Alumni and enjoy following the Blue Jays and Husker athletics.