Hello and thanks for stopping by! My philosophy is basically to enjoy each day but have a plan for tomorrow. And let’s have a little fun along the way! Financial planning is usually something people dread but we don’t have to make it boring. My clientele consists of individuals and small business owners who are fascinating people with unique life experiences.
If you have no interest in keeping up on investment news, tax law changes, or new products and strategies to make your hard earned money grow and last through retirement – call me. If you have an interest in those areas but realize you don’t have the time or the knowledge – call me. If you know you should be doing something but you’re not sure what – call me.
I am a Registered Representative, Investment Advisor Representative and a licensed life, health and disability insurance agent with Cetera Advisor Networks LLC. I am series 7 and 65 registered. In 2011 I earned the LUTCF designation and in 2013 I earned the FSS designation. I am committed to a lifetime of continual learning in this ever-changing and constantly evolving profession.
I am a graduate of the University of NE at Omaha with a bachelor degree in Accounting and passed the CPA exam in 1993. I received an associate degree in computer programming in 1999.
I am a lifetime resident of Omaha, NE and active in the community. I belong to the Omaha chapter of NAIFA. I enjoy traveling, reading, exercising, playing bridge and scrapbooking.
I look forward to meeting you!