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

  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • BA Human Relations, Doane College, 1990

Interests

* I enjoy attending games that my son, Andy coaches.

* I enjoy grilling and watching football, baseball and basketball.

Community participation

* I am on the Board of Directors for the Nebraska Family Support Network

* I am on the Pastoral Council for St. Pius X Parish

* I have worked with Christian Encounter Christ since 1997

Professional associations

  • Doane College Alumni Association

Previous experience

  • Vice President of Investments, Stifel Nicholaus & Co. Inc. Omaha, NE, 2006-2016
  • Financial Advisor, Robert W. Baird & Co. Inc. Omaha, NE, 1999-2006