Life happens. Family dynamics shift. Needs change. Thus, financial strategies need to evolve. As your financial advisor, I partner with you to help implement these strategies.

My clients trust and respect our professional relationship. They value the courageous conversations we have because I tell them what they need to hear, not just what they want to hear. Ultimately, clients make the final decisions, many of which are not easy. However, I lead every interaction with integrity and honesty as I help guide clients toward their financial security.

I am a lifelong student and believe if you are not learning, you are not growing. Over time, I have attained multiple industry designations and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification. I take pride in staying abreast of what is happening in the world of investments and finance so that I can bring even greater value to my clients.

I have a wonderful Branch Office Administrator, Donna Long, whose many years of experience as a paralegal and keen eye for details help us provide invaluable service to our clients.

My promise to you is this – you will always be treated with kindness and the utmost respect, and no one will care more about your financial well-being than me. I would welcome the opportunity to meet with you, get to know you and discuss your goals – both financial and non-financial, and how I, backed by the tools and resources of Edward Jones, can help you in reaching your goals.

On a personal note, my incredible wife of over three decades, Linda, and I have one amazing married son, and a beautiful daughter-in-law, who made us proud grandparents in 2021 of a grandson who brings us so much joy. Outside of work, Linda and I enjoy traveling, attending and watching sporting events, and listening to music of all types. I believe in giving back to the community. I am a proud member of the Rotary Club of Omaha-West, where I chaired the Grants Committee for two years and currently sit on the Board of Directors.

Reach out. Let's connect and get to know one another. Thank you for visiting my website.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning

Office Information

Branch Team

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