My most treasured asset is my clients' trust


Why working with a Financial Advisor can help some investors

Welcome

I work with clients to identify financial goals that integrate risk and reward, selecting investment products based on their needs and objectives.  Together we follow an investment process that considers income, assets, liabilities, retirement, insurance, and estate plans. In addition, collaborating with tax and legal counsel allows me to help clients create plans for a financial future that can withstand the uncertainties of a global economy while taking advantage of its opportunities.


Value statement

Acting as an advocate and advisor, I provide clients with customized services for wealth management, investment selection, and estate preservation and distribution. I establish plans tailored to my clients’ specific needs. Most importantly, I embrace my duties to my clients and am deeply committed to integrity and honesty in client relationships.

I support Nebraska Public Media, do you?

The mission of Nebraska Public Media (formerly Nebraska Educational Telecommunications/NET) is to enrich lives and engage minds by connecting communities and celebrating Nebraska with services that educate and enlighten. NPM offers our Nebraska clients news and reporting with international, national and local perspectives. Moreover, NPM provides family friendly entertainment and education programming not otherwise available from commercial media. For these reasons and more I support NPM. For more information and entertainment, please visit Nebraska Public Media online at https://nebraskapublicmedia.org.

 

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Become a client

If you are not already a valued client, I invite you to experience the dedication of an advisor that is passionate about integrity and that offers a spectrum of services for individuals, families, institutions and their assets. Please contact me to learn more.

Office hours

The Lincoln, NE RBC Wealth Management branch office is open Monday through Thursday 8:00 AM to 4:30 PM and Friday 8:00 AM to 4:00 PM. If these office hours are not convenient I am happy to accommodate your schedule. Please call to make an appointment.