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Personal and Business Financial Planning and Retirement Services
Let's plan your brighter future!
About
My History
With a background deeply rooted in service and knowledge, I bring over two decades of experience to the table. After earning my business degree from Chadron State College, I embarked on a journey that led me through a successful career at Werner Enterprises, where I honed my financial acumen over nearly 20 years. Concurrently, I proudly served in the National Guard, completing over 20 years of service with three combat tours – a testament to my commitment to duty and discipline.
In 2019, driven by a desire to make a more direct impact on people's lives, I transitioned into financial advisory, focusing on protection and retirement planning. My mission is simple yet profound: to empower my clients with the knowledge and strategies they need to navigate their financial futures with confidence. Together, we set out on a personalized path crafted to suit your distinct circumstances and aspirations.
Equipped with a comprehensive array of licenses – including Securities Industry Essentials (SIE) license, Series 7, Series 63, Series 65, Life and Health, and Property and Casualty – I offer a full spectrum of financial services. From investments and retirement solutions to insurance coverage spanning Life, Disability, Critical Illness, and beyond, I am committed to providing holistic guidance that addresses your every need.
Residing in the vibrant community of Papillion, Nebraska, I am greatly invested in the prosperity of the greater Omaha areas. Alongside my wife and stepdaughter, I've witness firsthand the remarkable growth and development of our region. As an Ambassador with the Sarpy Chamber, I am dedicated to serving and enriching our community.
My approach is centered on education, transparency, and integrity. By sharing the lessons learned from my own experiences, I aim to empower my clients to make informed decisions that propel them toward their goals. Whether you're planning for retirement, safeguarding your family's future, or securing your business, I am here to guide you every step of the way. Let's embark on this journey together, towards a future of financial abundance and peace of mind.
Financial Planning Services
We provide services for both personal and business financial needs. Every plan we create is individual to your personal goals and needs. Since the plan is yours, we are just here to help you create the plan and to help hold you accountable to your plan for today and for the future. Protecting you, your family and your business is vital to ensuring success in the future. I look forward to helping you soon.
- Investments / Retirement Solutions
- IRA's / 401K's / Rollovers
- Annuities
- Education Savings
- Life Insurance (Term and Perm)
- Disability Income Insurance (Long Term/Short Term)
- Cancer, Heart Attack & Stroke Insurance
- Critical Illness Insurance
- Small/Medium Business Solutions (group benefits / retirement / health)
- Medicare Supplement Insurance
- Long-Term Care Insurance
- Dental/Vision Insurance
- Property & Casualty
Group Benefits and Retirement Plans for Businesses
Retaining employees is crucial for a successful business. One major reason employees leave is that another company offers better benefits. Below are some ways we can help your and your business.
- Help retain employees in a competitive market
- Attract high-quality candidates for open positions
- Improve employee satisfaction and overall morale
- Heightened employee loyalty
- Create a positive work environment
- Increase productivity and employee engagement
- Better health and wellness outcomes that can result in fewer sick days
- Strengthened employee brand and reputation
- Benefits compliance and risk mitigation
- Lower operating costs due to effects of benefit offerings
- Tax incentives for certain contributions, such as health insurance and retirement benefits.