As a Financial Advisor with Mutual of Omaha, I work hard to:
young families protect their family and property
in case of an unexpected and potentially devastating disability or death.
professionals plan for a long retirement,
so they don’t run out of money yet still have the lifestyle they desire.
those close to retirement prepare for the effects of healthcare expenses
including long-term care and unexpected illnesses.
small business owners protect their life’s work
for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
Once we've set out together we'll keep the conversation going and adjust the course as necessary.
A Little About Me
In 2008, I graduated from the Lundquist College of Business at the University of Oregon with a bachelor’s degree in Business Administration and began my career at Mutual of Omaha. My wife, Rhoie, and I have 3 boys. We currently live in Springfield and have been in the area for over 10 years.
I currently serve as a Board Member for two local non-profits including serving as a Treasurer on one of the boards.
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Listening to our customers for more than 100 years
The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.