Partner

• Jan 2022 - Present

I provide oversight of our Financial Wellness and Corporate Retirement Plan services. Our model is to provide a hands-on approach to individuals with their financial and retirement planning needs.

Financial Advisor and Retirement Plan Specialist

• Jan 2021 - Present

Why is financial planning and investment management so stressful? That's because many people create goals, but not plans. My role is to help individuals and businesses successfully achieve financial wellness by creating a plan of attack and a partnership to see it through.

Managing Director Emerging Markets - Workplace Solutions

• Jun 2019 - Jan 2021

Regional Vice President of Retirement Plans

• Sep 2010 - Jun 2019

I work with Financial Advisors and their corporate retirement plan clients across Nebraska and Iowa. I provide tools and marketing for Advisors to grow and manage their business. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services. I work with Financial Advisors and their corporate retirement plan clients across Nebraska and Iowa. I provide tools and marketing for Advisors to grow and manage their business. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

Wealth Advisor and Pension Specialist

• Feb 2008 - Sep 2010

Qualified Plans Consultant

• Jan 2006 - Feb 2008