I am a dedicated financial advisor with a passion for guiding individuals and families towards financial success. I graduated from Chase County High School in Imperial, Nebraska and further pursued my academic interests at the University of Nebraska-Lincoln (UNL), where I earned a degree in finance and minored in leadership/communications. During my time at UNL, I actively engaged in campus life,
notably contributing to the Sigma Chi Fraternity and various other organizations. Embarking on my career as a financial advisor in June 2019, I have honed my skills and obtained essential licenses to provide comprehensive support to my clients. Currently holding licenses for Life and Health, SIE, Series 6, 63 and 65, I am well-equipped to serve clients with a holistic approach. My clientele spans a diverse range, but I specialize in catering to the needs of individuals aged 40-55 with children, who often find themselves with limited free time. I pride myself on inclusivity, making sure that no one is excluded from the valuable financial guidance they deserve. My unique value proposition becomes most evident when working with clients who seek guidance throughout every phase of life. When taking on a new client, my goal is to create a comfortable space for open discussions about money, understanding their “money behaviors,” and aligning these behaviors with their goals. I work diligently to ensure that both spouses feel heard, acting as a supportive accountability partner for the entire family. Based in Omaha, my services extend to surrounding areas, including Elkhorn, Gretna, Blair, Plattsmouth, Lincoln, Kearney, North Platte, Ogallala, and Imperial in Nebraska. Additionally, I work with clients in the Kansas City area. My business is licensed to operate in 12 states, providing me with the flexibility to serve a broad geographical clientele. Outside of my professional life, I am a proud Catholic committed to striving for holiness in my daily activities. My wife, Kaci, is my best friend. Together, we cherish our free time with our loveable dog, Bella. This commitment to personal values extends into my professional practice, where integrity and client well-being are at the forefront of every financial strategy I develop. Feel free to reach out to me for a personalized and comprehensive financial consultation. I look forward to assisting you in achieving your financial goals and helping create a secure future for you and your family.
