My father always said, “do the right thing, the right way, for the right reasons.” It’s a simple lesson, but one that has guided me personally and professionally. As a Wealth Management Advisor at Sequent Planning, I serve my clients with integrity, intentionality, and clarity.
With more than a decade of experience in financial services, including investment management, insurance, and financial planning, I've built my practice on a genuine commitment to the people I work with. I provide unbiased, comprehensive advice. In addition to serving my own clients, I also support fellow advisors in planning design and ongoing support, because great financial guidance should be accessible to everyone.
I live in Omaha with my wife and our two wonderful daughters. I’m also an avid reader, crossword puzzle junkie, a middling golfer, and a loyal Nebraska Cornhuskers fan.
Areas of Focus
- Retirement Planning
- Investment Management
- Long Term Care
- Estate Planning
Education & Credentials
- Bachelor of Arts, Philosophy - University of Nebraska at Omaha
Personal Interests
- My Family
- Husker Athletics
- Golf
- Literature