In today's world, having an open, transparent financial professional by your side can make all the difference. That's just what I offer. My knowledge and experience will help guide you through the sometimes confusing choices in personal finances. Along the way, you get a roadmap of the financial strategy we develop so you know where we are in its execution. I will make sure you understand all the details and keep in touch with you on a regular basis-as I do with all my clients- to communicate all expectations.
Communication is key throughout the process as we find ways to protect your family's assets. As a husband and father, I know the importance of preparing for major financial events such as paying for college, home investments, saving for retirement, and caring for an aging relative. In over 18 years of experience, I've helped many families achieve financial security.
My commitment to your family in my practice is a direct reflection of my personal life. I'm the father of two children—Taylor and Cameron—and I have been married to Stacy for 19 years. I am a proud resident of the Omaha Metro area for over 20 years and have been very involved in the community. I've helped with organizations such as Grief's Journey and have served on the board of Mourning Hope—both of these organizations are bereavement centers for children and their families. I also actively fundraise for Project Harmony, a child advocacy center, with my wife Stacy serving as Vice President of their Service League. During my free time, I take to the fields and courts coaching both Taylor and Cameron in softball, baseball, and basketball.
I have an undergraduate degree from the University of Nebraska Lincoln and a master's degree from Bellevue University. I'm a nine-time qualifier—2012 to 2020—for the Million Dollar Round Table1, The Premier Association of Financial Professionals. Additionally, I'm a proud member of the National Association of Insurance and Financial Advisors. Our practice places a huge emphasis on education; that's why I have my earned LUTCF, CLU®, ChFC®, and RICP® professional designations as a sign of my commitment to learning and growth. And one of my biggest professional accomplishments is serving as President of the Agents Advisory Council (AAC) for New York Life in 2020 and 2021. The AAC serves as a forum for agents and home office business leaders to exchange ideas and information on products and services to improve the experience for all of their policy holders.
Think about where you are and where you want to go. And please call me with questions or concerns. Let's talk.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.