Investment Management, Holistic Financial Planning, Tax Planning, Retirement Planning, Charitable Giving. As a fee-only planner, I help clients determine whether they're on a path to meet their financial goals. Education: 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 PLANNERTM Professional, 2018.
Nebraska