I started my career with Edward Jones in 2005. I entered this business with a desire to help individuals achieve their definition of financial success. I strive to make things simple and understandable, so clients feel informed and understood when making important decisions for their future.

My clients often come to me at times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing and implementation of complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. We use an established process to help achieve our clients' financial goals, partnering with them and meeting regularly to make sure we are on track.

Arriving at our office you'll meet Sr. Brach Office Administrator, Julie Emmi, who is dedicated to providing you with the highest level of service. You will always catch Julie going above and beyond to take care of your needs. Julie has partnered with me since 2007. Please don’t hesitate to call her with questions.

I attended Iowa Western Community College and graduated with my associate's degree in 2002 and then went on to attend the University of Nebraska at Omaha and graduated with a bachelor's degree in business, majoring in finance and banking, investment science and portfolio management. I graduated with magna cum laude honors from University of Nebraska at Omaha in 2004.

My wife, Liz, and I were married in 2017. Liz is a Registered Nurse at CHI Health Cardiology Clinic. She is currently attending UNMC to obtain her master's degree to become a Nurse Practitioner. We have two wonderful children, Hallie and Reagan, and our loyal yellow Labrador Retriever named Bocephus. We love to spend time as a family boating, camping, movies at home, traveling and attending our daughters' sporting events. I love to spend time working in the yard, tinkering in my garage and helping folks when needed. Yes, Bocephus is with us throughout most of our adventures.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies

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