I am a Financial Advisor, and I hold my Series 7 and 66 securities licenses as well as a Texas Life and Health Insurance license. My areas of specialty are Qualified Retirement Plan Consulting, Retirement Income Planning & Risk Management (Life, Disability & Long-Term Care Insurance).
I am a graduate of the University of Nebraska-Lincoln, where I earned my Bachelor of Science degree. I served for 20 years in law enforcement as a police officer, as well as in different roles in the field such as a member of the Bellevue Police Officers Association Retirement Committee. It was on this committee that I gained an interest in the financial services industry, realizing that my desire to help people as a police officer translated well into helping others achieve their financial and retirement goals.