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.