I began my career in 1996, working for an Omaha-based financial services firm. My experience in law, regulatory compliance and investment management is an excellent complement to my knowledge and expertise.
- RBC Wealth Management — Financial Advisor
- A.G. Edwards and Sons, Inc. (subsequently Wachovia Securities and Wells Fargo Advisors) — Financial Advisor
- Securities America, Inc. and Securities America Advisors, Inc. — Senior Vice President and Chief Compliance Officer; Member, Executive Council; Member, Product Due Diligence Committee
I have a B.S. degree, with Distinction, from the University of Nebraska-Lincoln and a J.D. degree, with Distinction, from the University of Nebraska College of Law. I maintain active licenses for Annuities, Life, Long-Term Care and Disability Insurance. I also maintain series 7 and 66 registrations from the Financial Industry Regulatory Authority. Prior registrations include series 3, 4 and 24.
- Board Member and Vice President, Lincoln Electric System Administrative Board
- Former Board Member and Board President, Open Sky Policy Institute, a non-partisan advocacy organization dedicated to improving opportunities for Nebraskans by providing impartial and precise research, analysis, education and leadership to policy makers and legislators.
- Member, Great Plains Trail Network and a proud supporter of the Friends of Wilderness Park
- Member, Nebraska State Bar Association, Investment Subcommittee
- Former Board Member, Old Cheney Road Farmers Market
My wife, Dr. Anne Perlman, and I are the parents of Will, Ava and Marco. When we aren't encouraging their academic pursuits (Will - University of Nebraska School of Medicine, Ava - United States Military Academy West Point, Marco - University of Nebraska-Lincoln), we like walking our dogs in the neighborhood or on one of Lincoln's many trails. I also enjoy exercising outdoors. I’ve completed numerous adventure races and snowboarded mountains in the western United States, Alaska, Alberta and British Columbia.
