As a Partner and Financial Advisor at 37 Wealth, my primary responsibilities revolve around personal financial planning for households, with a particular focus on income, tax, and estate planning for retirees. With nearly 16 years of experience in the financial services industry, I have dedicated my career to helping individuals and families navigate their financial journeys.
I have been with the firm since the inception of my career in 2007. Throughout my time here, I have witnessed the ever-changing landscape of retirement and tax regulations. Understanding that most people do not have the time or inclination to keep track of these complexities, I enjoy updating plans and executing on new opportunities that many may not be aware of. Staying ahead of the curve and providing valuable insights is what I strive for.
In 2016, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in an effort to prove my commitment to financial planning and professionalism in the industry. I believe that the greatest value I can provide for my clients is by staying on top of the ever-evolving regulations, technological advancements, and educational opportunities specific to their needs. By doing so, I ensure that my clients receive the most up-to-date and tailored advice to help them pursue their financial goals.
Outside of my professional life, I am a family-oriented individual. My wife, Kaylee, and I have two wonderful and very different children, Cale and Lennon. We currently live a few miles east of Lincoln, NE. In my free time, I’m outside as much as possible, hunting, playing sports, or following my kids as they play theirs.