Overview

I am an IAR and my book of business is inverted in Stocks, ETFs, Mutual Funds and Index Annuities.

My focus is to bring a full financial planning platform to my clients as needed while providing value based investing utilizing Models with protected trailing stop loss stratagies for the Managed Portfolios. I have faith based and biblically based models availabIe in my actively managed portfolios . I manage approximately 250 accounts and approximately 50% of my revenue is fee based. I'm looking to acquire with a practice very similar to mine Eastern Nebraska and/or Western Iowa.

I currently meet clients in offices in Council Bluffs, Omaha and Lincoln as well as their homes in multiple states.

Last Activity
6 months or more

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