Overview

I am a series 66 & 7 licensed independent Wealth Advisor/IAR tht is part of a larger producer group. I primarily manage retirement & non-retirement assets on a discretionary basis in addition to employer sponsored retirement plans as part of the wealth planning process, which is wrapped into the advisory fee. Additionally, I broker life & health insurance products as part of family & estate planning.

My goal is to buy a practice in Omaha or a small town in Southeast NE or Southwest IA.


Last Activity
6 months or more

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