I work with high net worth individuals and middle market business owners to make smart financial decisions. I work with clients to understand their current financial situation and goals to develop a deep, lasting relationship with the client. I can then advise them in areas of income tax ...more

I work with high net worth individuals and middle market business owners to make smart financial decisions. I work with clients to understand their current financial situation and goals to develop a deep, lasting relationship with the client. I can then advise them in areas of income tax planning, investments, retirement and estate planning. Each client relationship is unique as is each plan to help them accomplish their goals. I have a unique blend of work experience which combines the following: - A wide breadth of experience working with many different types of clients at a local CPA firm in Lincoln, NE - A deep depth of knowledge working with middle market businesses at RSM in Des Moines, IA - Investment management and financial planning working with high net worth individuals at Compound Planning I have been married since 2000 and have a daughter and twin sons. Outside of work, I keep busy with my family, playing tennis and volunteering at Valley Church.less