My professional journey has focused on law and financial planning. After graduating from the University of Nebraska College of Law in 1999 and practicing at a private firm, I became in-house counsel and compliance director for a regional investment firm. Recognizing the lack of comprehensive ...
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My professional journey has focused on law and financial planning. After graduating from the University of Nebraska College of Law in 1999 and practicing at a private firm, I became in-house counsel and compliance director for a regional investment firm. Recognizing the lack of comprehensive financial planning being provided to clients and the need for it, I transitioned away from the corporate counsel role into a financial planning role. I obtained my CFP® certification early in my career, which allowed me to adopt a holistic approach to financial planning — considering every facet of our clients’ financial life while keeping their unique goals and objectives at the forefront.
The founding of Flagstone Financial Management stemmed from a desire to continuing to improve the comprehensive financial planning experience for our clients by making sure advice (not sales) is at the heart of our daily activities.
Flagstone Financial Management is a registered investment adviser.
When I’m not immersed in work, I enjoy spending quality time with my family: my wife Jill, our two children, our beloved Labrador Royal (our third lab and by far the most energetic) and our 3-legged Australian cattle dog, Brie. We enjoy the simple pleasures of grilling outside, walking in our neighborhood or at local parks, and playing tennis or golf together. I am dedicated to lifetime learning and my "Working Genius'" are Wonder and Discernment so I’m usually listening to an audio book, podcast, or video when exercising our dogs or relaxing at home. My family and I are proud University of Nebraska fans and love to cheer on the Huskers every chance we get.
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