I am a Partner and Financial Advisor at 37 Wealth, where I have the privilege of working closely with clients to help them define and pursue their financial goals. With over 18 years of experience in the financial services industry, I have dedicated my career to guiding individuals and families towards financial success. At 37 Wealth, my primary responsibilities revolve around meeting with clients and understanding their unique aspirations. I firmly believe in the power of financial planning, as it allows me to assist clients in saving for significant milestones. Through the planning process, I am able to foster authentic and honest relationships that grow and evolve over time that often span multiple generations.
Throughout my career, I have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which has further enhanced my knowledge and expertise in the field. I attended the University of Nebraska at Lincoln, where I majored in Finance.
I grew up in Pawnee City on my family's grain and hog farm, where I learned the value of hard work. I now reside on an acreage outside of Lincoln with my wife, Katie, and our three daughters. Beyond my professional and family life, my wife and I are active participants at the school our daughters attend, as well as supporters of CEDARS, an organization dedicated to helping children and youth achieve safety, stability, and enduring family relationships. In my free time, I enjoy traveling with my family, exploring new places, and spending time on the family farm. Additionally, I find fulfillment in coaching my daughters and watching them grow into strong, capable individuals.