After 11 years as a successful attorney at a large corporate law firm, I wanted to more directly make a difference in the lives of others. That desire led me to a career as a financial advisor at Edward Jones. I made the career change because I have a passion for helping clients make their goals and dreams a reality.

During my time as an attorney, I realized that many professionals, executives and business owners don't have enough time in the day to focus on their careers, their families and planning for their financial futures. My goal is to partner with my clients to help organize their wealth and create a personalized plan to achieve their financial goals and dreams. Once the plan is created, I help implement the plan, protect it from unexpected circumstances and make adjustments to it over time as needed. This gives my clients more time to spend with their family, run their business and pursue their hobbies.

After growing up in a small town in South Dakota, I attended Creighton University and graduated cum laude from the School of Business in 1998 and magna cum laude from the Law School in 2000. I believe in always improving my knowledge so that I can help my clients more thoroughly. That has led me to obtain the CFP® certification in 2020.

I have lived in Omaha since 1994. My wife, Bell, and I have two wonderful kids, Miguel and Adelina. Outside of the office, I enjoy cooking, traveling with my family, watching and supporting my kids in their many activities, cheering on the Creighton Bluejays, scuba diving, downhill skiing and golfing. I am actively involved in my church and other area organizations.

I welcome the opportunity to learn about you and your goals and dreams. It all starts with a conversation – give me a call at (402) 390-0042.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Golfing
  • Scuba Diving

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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