When I was 4 years old, my mother died of cancer, leaving my father of three boys financially hamstrung. My older brother and I went to live with my grandparents, while my younger brother went to live with my uncle and aunt until my father got married and was able to provide for us. 16 years later, my older brother died in a car crash on his birthday which, consequently, was Mother's Day, another painful life lesson. It was at this point in my life that my eyes were opened to the benefits of financial planning. These life changing events motivated me to obtain a degree in business with an emphasis in finance at UNL, partially funded by my brother's life insurance policy. In 1988, I started my career in the financial service industry.

At age 37, I buried my wife of 6 years, coincidentally on the anniversary of my mother's death, leaving me with three young children under the age of 4. I was able to partially fund their college from her life insurance proceeds. The School of Hard Knocks has provided quite the education for me and because of it, I feel more equipped to help my clients. I furthered my education by earning the CLU® and ChFC® designations through the American College.

I take a personal interest in each individual that is willing to share what is important to them. I want each client to feel understood, educated and informed, as well as in control and secure in their financial strategy. I am truly inspired when my clients value the work I do for them and are willing to take my advice.

Outside of the office, I love to volunteer my time and give financial support to the less fortunate, to our environment, and to my church and school community. My wife, Andi, and our five children, Tom, Leah, Olivia, Sophia and Liam, enjoy most sports as well as hunting, fishing and anything outdoors.

I would like to partner together with you and help keep you on track to reach your financial goals. Please contact me to discuss your situation and options today.

Focus areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 04:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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