Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
As a financial advisor, I participate in professional growth opportunities that will enhance my knowledge base. I have completed the requirements for Certified Family Business Specialist (CFBS) and Life Underwriter Training Fellowship (LUTF) as well as a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Personally, I am dedicated to volunteering time both locally and on the state level. I am presently on the board of directors for the Nebraska Community Foundation, serving as audit chair and member of the finance committee. In my hometown community of Pender NE, I have served or am presently serving on the following groups: Economic Development, Chamber of Commerce, Hospital Foundation, House Memorial Library, Pender-Thurston Education and Community Foundation Fund, Summer Recreation, School Bond Chairperson.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies