Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Awards & recognition

  • Deep Sky Wealth, Ameriprise Client Experience Award, 2020-2021
  • David E Keller, Ultimate Digital Excellence Award, 2021
  • Gabriel Kerlik, Ultimate Digital Excellence Award, 2021
  • Steve Sadler, Ultimate Digital Excellence Award, 2021
  • Joseph Zeisler, Ultimate Digital Excellence Award, 2021

Community participation

  • Member of Lincoln Chamber of Commerce
  • Member of Omaha Chamber of Commerce
  • Supports Food Bank of Lincoln
  • Supports Food Bank for the Heartland
  • Supports Alzheimer's Association