

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Business Retirement Plans
Financial Advisor Certifications
CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Technology
- Traveling
- Golfing
Team Members
Julie TomaSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(402) 553-0198Fax
(866) 462-6498Office Address
4321 N 156th StOmaha, NE 68116opens in a new window
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