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Specialties
Your finances are deeply personal, and they hold the key to the future you envision for yourself and your loved ones.
That's why finding the right financial advisor isn't just about numbers – it's about trust, partnership and a shared vision. Building lifelong relationships with my clients is at the heart of what I do- walking with clients through each life stage, both the joyous and the difficult. By using an established process, I take the time to to truly understand your story, listen to your financial goals and develop a personalized strategy to help those goals become a reality. I am especially passionate about partnering with women investors and those who love them, ensuring they feel empowered and confident in their financial futures. Born and raised in Omaha, I've always valued strong relationships and a deep sense of community. My husband, Ben, is a teacher and the head football coach at Westview High School, and together we are raising three wonderful children. In the fall, football is a way of life in our house, but we also love spending time at the lake, traveling when time permits, and enjoying the chaos and joy that comes with raising a busy family – including our playful rescue dog, Lucy. As a financial advisor, I believe in bringing the same level of dedication and teamwork to my clients. With both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® certifications, I am committed to providing the knowledge, strategy and guidance you need to feel in control of your financial future. Providing a personalized, client-centered experience is our top priority. My branch office administrator, Wendy Duran, brings 13 years of experience in office administration and is dedicated to delivering exceptional service. From handling administrative details to ensuring a smooth and welcoming environment, Wendy is here to support you every step of the way. Together, we are committed to making sure you feel informed, valued and in control. We look forward to learning your story, and understanding your goals for the future. Together, we can turn that vision into a reality. Our office is conveniently located on the south edge of the Hillsborough neighborhood and to the west of the Eagle Run shopping center in Omaha, Nebraska.
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Always free for clients.
CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://www.edwardjones.com/us-en/disclosures