Team profile

Build confidence in your financial future

 Answer a few questions to see 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.

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

Community participation

  • Member of Lincoln Chamber of Commerce
  • Member of Omaha Chamber of Commerce
  • Member of Nebraska Chamber of Commerce & Industry
  • Member of Lincoln Independent Business Association
  • Supports Alzheimers Association