I moved to the Omaha area as a new Air Force Airman in 1988 and have called the area home ever since. I have been volunteering my time helping others with money management issues since the mid-1990’s and developed a money management course in 2008. I earned my financial services licenses in 2016 and joined Regency Investments in 2017.
As a fiduciary, I am passionate about helping people to have a healthy relationship with their finances and realize their retirement dreams. I provide my clients with their own personal financial website where they can track their progress toward their financial goals and work with me to get and stay on course.
I married Theresa in 1992. We have 2 children and 3 grandchildren and are fortunate they are all in the Omaha-area. I hope to teach my grandchildren to enjoy golf and helping others as much as I do.
My Areas of Focus -
- Financial Education
- Retirement Planning Strategies
- Tax Preparation and Planning Strategies*
- Saving for Education
- Social Security Planning & Maximization
My Community Involvement –
- Supports Steven Center
- Supports Open Door Mission
- Supports Toys for Tots
- Teaches Finance at Open Door Mission
- Member of Sarpy County Chamber of Commerce
- Supports Calvary Christian Church
*Securities America and its representatives do not provide tax advice.