Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
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
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

  • Bachelor of Science
  • Business Administration
  • University of Nebraska at Omaha
  • 1999-2003

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Honored to receive recognition

I’m excited to share that Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Interests

I am a husband and a father to three amazing chilren. I enjoy all outdoor activites including boating, biking and snow skiing. I am a sport enthusiast that particularly enjoys the football season.

My photos

1 albums
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