When my wife and I were newlyweds (and before I was in the financial planning profession), we
got some bad financial advice from a few different financial “advisors.” With little knowledge of
how different compensation structures worked, we trusted people who were really selling a
product instead of providing advice in our best interest. Now, I help people avoid some of the
same mistakes I made. As a fee-only planner, I help clients determine whether they’re on track to
meet their goals, and, if not, I form recommendations to make some adjustments to get them
back on track.

I’ve lived in Lincoln, Nebraska, for nearly my entire life. I married my wife Kate in 2013. We have two young children, Liviana and Alton, so my home life is presently both a ton of fun and a ton of work. We also have two Balinese cats named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations and enjoy saving money on traveling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink, and good music.

 

Master of Business Administration, Focus: Finance

2013, University of Nebraska-Lincoln

 

B.S. in Business Administration, Major: Finance

2008, University of Nebraska-Lincoln

 

CERTIFIED FINANCIAL PLANNER® Professional

2018

 

Financial Planning Professional Since 2015