Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • B.S.Financial Markets, Banking, Investment Science, University of Nebraska Omaha

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Consultant, TD Ameritrade, Omaha, NE, 2012-2013

Community participation

Volunteer 6th grade boys basketball coach at OPS Gateway Elementary School.

  • Sponsor of InCommon Community Development

Interests

  • Running and Biking - Lincoln Half Marathon
  • Nebraska Football Games
  • Traveling -Love exploring the United States and new places around the world.
  • Hunting - I enjoy bow hunting, the peace and quite of the woods is a great escape!
  • Spending Time with Family - I love spending time with my wife, Blair. We love to travel together, watch Nebraska football games and enjoy exploring Omaha!

My photos

6 albums
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