I spent my early years in the Omaha area. After graduating from Creighton Prep in 2007, I went on to play college baseball for the University of Nebraska, Omaha. That athletic experience proved invaluable to me as it taught me the importance of developing character.

After college, I found new passion in the financial industry. Being an Omaha native, I set my sights on TD Ameritrade and in 2016, I began my career there as a financial representative. During that time, I was fortunate enough to obtain my CFP® designation along with my Series 7,63 and 66, equipping me with the knowledge to provide a broader scope of advice when I sit down to help clients.

Our Branch Office Administrator, Darlene Overhue, is a recent addition to our team. Growing up on a farm, Darlene learned the work ethic needed to excel in any office setting. She brings a wealth of customer service experience and has a sense of humor our clients really appreciate.

Our branch philosophy centers around a "Listen first, add value second" approach. That is the feel we trust our clients will walk away with.

Beyond retirement and education planning, clients face challenging situations far too often. Whether it's a death, divorce or disability, it can be tough and overwhelming to shoulder the necessary changes during messy situations. For that reason, we welcome any consultative conversations to better help direct clients, no matter the situation.

On a personal note, my wife, Lindsey, and my two daughters and I live in the Elkhorn area. Outside of work, we enjoy traveling, pretending to be food connoisseurs and being sports enthusiasts, despite the fact our teams have consistent losing records.

It all starts with a conversation; we look forward to your call.

Focus areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies

My Personal Interests

  • Baseball
  • Football
  • Health & Nutrition
  • Reading
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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