Specialties
About Me
I’m a Financial Advisor and RICP® focused on helping individuals, families, and business owners make better decisions around their wealth, retirement income, and long-term financial strategy.
My practice centers on comprehensive planning, investment management, retirement plans, and helping clients navigate important financial decisions with more clarity and confidence. I also work with individuals who have equity compensation, including RSUs, concentrated stock positions, and NUA opportunities, helping them understand how those pieces fit into their broader plan. My goal is to keep advice practical, straightforward, and personal. Whether someone is building wealth, preparing for retirement, managing a business, or trying to make sense of a major financial transition, I want them to have a clear plan and someone they trust walking alongside them.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
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. Trading instructions sent via email will not be accepted. Please call (515) 217-4897 or Mutual of Omaha Investor Services, Inc. at1-800-228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.