As a Private Wealth Advisor, I work with motivated professionals and families who want to be intentional about their financial future. Decisions around money can feel heavy, especially when you’re trying to juggle everything else life demands. My role is to help you organize the complexity so you can think strategically and explore financial opportunities you may not have previously considered.

My mission is simple: to take the burden of investing and planning off your shoulders. True success isn’t measured by performance alone, but by whether you feel in control, supported, and confident about the direction your wealth is taking. We measure our success by yours because we are genuinely invested in your well-being.

In every job I held growing up, the most meaningful part was always about building relationships and helping people. What drew me to the financial services industry is that no two clients are the same. Every family presents a new challenge, a new goal, and a new opportunity to problem-solve. I genuinely enjoy turning over every rock, exploring every option, and finding the right solution. Helping you see what’s possible and watching you get excited about your future is what makes this work fulfilling.

My planning process starts with listening. When we build a plan, it’s all about you. We begin by understanding your dreams, concerns, and what truly drives you, then work backward to design a strategy that aligns. Whether you’re growing wealth, preparing for retirement, or navigating life changes, we focus on thoughtful implementation and ongoing refinement. By taking a long-term approach, we stay engaged so your plan grows and adapts as your priorities evolve.

What sets me apart is the emphasis I place on trust and service. I work hard to earn and maintain your trust by being accessible, responsive, and thorough. If something doesn’t make sense, we slow down and explain it clearly. If you call, it’s because something matters to you, and we treat it that way. Service isn’t an afterthought; it’s a core part of what you’re investing in. Because of this, I often become your first call for life’s most exciting, important, and challenging moments.

I earned my bachelor’s degree from the University of Nebraska. Giving back to our community is important to me. Our team periodically volunteers at the Food Bank of Lincoln, and I stay connected with other business leaders through CBMC.

Outside of work, spending time with my family and sharing experiences together are my greatest joys. My wife, Amber, and I love being involved in whatever our kids, Avery and Jaxon, are passionate about. I enjoy hunting (typically deer and turkey), and when I pick up a hobby, I tend to go all in.

I joined Joel’s team in 2022 as a servicing associate. Before joining Joel's team, I spent a few years in the insurance services industry and realised that I enjoy being a part of people’s financial journey and helping them achieve their goals. I enjoy the part I play in the day-to-day support of our clients and their pursuit of various financial goals.

I was born in Ukraine, but moved to America when I was still really young. My family has lived right here in Lincoln ever since! I love being a part of this community and even met my wife through the mutual connections we had in church groups. In my free time, I enjoy taking my wife on dates,  being an active leader in the youth group at my church, and spending time with friends and family.

I started working at Rhythm Financial Group in early 2023. Before jumping into my role here, I worked as a Dental Assistant. I decided to pursue a different career because I felt my passion was more for business and budgets than it was for chairside clinical work. After working in healthcare in the middle of a pandemic the change of pace has been nice and it's given me more energy and free time to spend with my family and friends. 

I was born in Kearney Nebraska but lived in Minnesota until College, that is when I moved to Lincoln to attend the University of Nebraska-Lincoln to study business and dentistry and it is also where I met my husband. My husband and I got married in October 2021 and have been living in Lincoln ever since. The warmer months are our favorite time of year because we enjoy doing a lot of outdoor activities like camping, hiking, and sitting by the pool. We enjoy being active members of Lincoln Berean Church, watching movies, and spending time with our friends and family.