As a Partner and Financial Advisor at 37 Wealth, I have had the privilege of working closely with clients, assisting them in developing and executing effective financial strategies. My primary responsibilities at 37 Wealth revolve around collaborating with clients to create and implement comprehensive financial plans. With over 25 years of experience in the financial services industry, I thrive on competition, maintaining focus, and delivering significant results. I maintain a futuristic and strategic mindset, and I constantly seek innovative solutions to pursue the diverse needs of my clients.
Throughout my career, I have gained valuable strategic executive experience and developed a deep understanding of the challenges faced by executives. Having managed a region for an publicly traded organization with significant revenue, assets under management, branch offices, and a large team, I can empathize with the pressures and complexities of leadership roles. I possess a solutions-oriented approach, always striving to provide timely and advanced planning strategies for my clients. Due to this work and experience, I am a CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA®) and CERTIFIED EXIT PLANNING ADVISOR™ (CEPA®). As an entrepreneurial individual, I am constantly learning and connecting resources to offer impactful ideas that can positively influence my clients' financial, professional, and personal lives.
Driven by a relentless pursuit of excellence, my mantra is "Never Settle." I continuously invest in myself, seeking avenues for professional and personal growth. Acting as a connector of people, resources, and opportunities, my focus is on fostering growth for everyone involved. My ultimate goal is to help people achieve extraordinary things. I understand that I may not be the right fit for everyone, but I am determined to build deep relationships with a select group of growth-minded individuals who can mutually support and inspire each other.
Currently, I reside in Lincoln, Nebraska, alongside my wife Dannielle, our children Mackenzie, Tucker, and Tripp, and our three rescue dogs, Reedus, Maximus, and Ozzy. In my leisure time, you can find me immersing myself in business and entrepreneurship literature, enjoying fishing and golfing excursions, and attending concerts. A regular at Stauffer's diner, you'll often spot me in my usual booth, ordering "The John," an off-menu item you should try. Stop over and say hello!