Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Plan Distribution
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • BS, Finance - Nebraska Wesleyan University, 1986

Interests

  • Spending time with our family, including our 4 granddaughters as well as friends enjoying great food, fellowship and fun.
  • My family is huge KC Royals fans so we are either attending, watching on TV or listening to their games (thank goodness for XM Radio) whenever we can.
  • As a golf enthusiast, my says addict, you may find me on the golf course as many times as the weather will allow (and sometimes even when it doesn't).
  • I enjoy trying different types of micro-brews and would like to become more adventurous on my Treager grill.

Community participation

National Association of Insurance and Financial Advisors (NAIFA) - Grand Island NE

Harbor Ministries, Board Member - Lincoln NE

Berean Bible Church, Elder and Worship Leader - Grand Island NE

Christian Franchise Advisor Network (CFAN) - Grand Island NE

Awards & recognition

  • Ameriprise Client Experience Award, 2020