Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

Family, Golf, Hunting, Fishing, Running

Community participation

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

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