8540 Executive Woods Drive
Events on Wall Street
8540 Executive Woods DriveSuite 100Lincoln, NE 68512
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
A Primer on Irrevocable Life Insurance Trusts
The Facts About Income Tax