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
42
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
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • Series 3
  • Series 7
  • Series 63
  • Series 66
  • Life, Accident and Health

Education

  • MBA - University of Nebraska Omaha - Omaha, Nebraska

Community participation

  • Served as President and Vice-president of Perish Council at St Leos Church (Omaha, NE)
  • 20 years of volunteer coach - 12 yrs girls fast-pitch softball (Quakes)
  • Currently teach 1 night at week at UNO College of Business

Supporter of Sienna Francis House and the Omaha Food Bank

Interests

  • Enjoy traveling with family
  • Lifelong avid hunter and fisherman
  • Enjoy watching sporting events like baseball, softball, football and basketball (primarily college level)