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
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
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies


  • AEP® Accredited Estate Planner®
  • CLTC® Certified Long Term Care
  • Series 7
  • Series 63
  • Life, Accident and Health


  • B.S., 1981, Finance, University of Nebraska at Lincoln, Lincoln, NE
  • J.D., 1984, Estate & Tax Planning, University of Nebraska College of Law

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Professional associations

  • Estate & Business Planning Program-UNL College of Law-Member

Previous experience

  • Compliance Manager and Attorney, Mutual of Omaha Fund Management Company, Omaha, NE, 1986-1993
  • Legal Counsel, Nebraska Department of Banking and Finance, Lincoln, NE, 1984-1986

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

  • Sunrise Sertoma Club, Member, York, NE
  • Greater York Area Chamber of Commerce, Member, York, NE
  • York County Development Corporation, Member, York, NE


Family, Golf, Hunting, Fishing, Running