8800 West Center Road
Omaha, NE 68124
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My experience in the financial services industry began in 2001, and it is my pleasure to serve the financial needs of people in the Omaha area. I hold a Bachelor of Science degree from Michigan State University. Arkansas Insurance Producer License Number 3690134. California Insurance License #0I66025.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time as a member of the Rotary Club of Western Douglas County, and in my free time, I enjoy golfing and spending time outdoors.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office8800 West Center Road
Omaha, NE 68124
Secondary Office222 South 72nd Street
Omaha, NE 68114
Secondary Office5332 South 138th Street
Omaha, NE 68137
Secondary Office711 North 205th St
Elkhorn, NE 68022
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.