I am a dedicated financial advisor with a solid educational background and a wealth of professional certifications. I earned my Bachelor of Science in Business Administration from the University of Oregon in 2008, setting the foundation for my journey in the finance industry. Throughout my career, I have actively pursued professional development and obtained various certifications and licenses fro
m The American College, including Financial Services Certified Professional (FSCP) in 2014 and Retirement Income Certified Professional (RICP) in 2016. Additionally, I hold licenses in Life and Health, Property and Casualty, as well as Series 6, 63, 65, and 7. This comprehensive knowledge and experience allow me to provide you with a high level of financial guidance and support. As your financial advisor, my primary role is to assist you in directing your financial resources towards the goals that matter most to you. I prioritize understanding your concerns and aspirations, as my ultimate goal is to help develop, implement, and maintain a tailored financial plan that aligns with your objectives. My approach involves providing an outstanding financial planning experience for individuals, families, and small business owners. I conduct an independent assessment of your unique financial situation, working collaboratively with you to help ensure that we create a plan that is both effective and sustainable. Throughout the process, my aim is to keep you educated and prepared, empowering you to make informed decisions about your financial future. Based in the picturesque state of Wyoming, I am actively involved in the local community. In addition, I hold licenses in Wyoming, Montana, Idaho, and Oregon. I am a proud member of the Casper Chamber of Commerce, Million Dollar Round Table, and the National Association of Insurance and Financial Advisors (NAIFA). Moreover, I serve as a board member for a non-profit organization dedicated to work with children with autism, reflecting my commitment to giving back to the community. Beyond my professional endeavors, I enjoy spending quality time with my family outdoors. Whether it’s fishing, golfing, or hiking, these activities allow me to recharge and maintain a balanced lifestyle. Additionally, I have a passion for expanding my knowledge and enjoy delving into history books during my leisure time. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
1. Insurance Licensed in: WY, MT, ID, CO, NE, AZ, TX, OR, WA, HI, VA
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3. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org).
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6. Eiler Wealth Management Group and Mutual of Omaha Investor Services, Inc.
