I earned my Masters degree in Security Analysis and Portfolio Management from Creighton University. I also graduated cum laude from Creighton University with a BA in theology, focusing on historical, doctrinal and liturgical studies. I am a member of Alpha Sigma Nu Jesuit University honor society, which is the highest honor bestowed on a student at a Jesuit University. Additionally I have earned 2 professional designations. I am a board certified financial planning professional (CFP®) and a Certified Investment Management Analyst (CIMA®) from The Wharton School at the University of Pennsylvania. I have earned the following FINRA registrations; 3, 7, 9, 10, 63 and 65. I am also Life and Health insurance licensed.
In 2014 I was selected to be a member of the RBC Wealth Management Portfolio Focus - Portfolio Manager Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. To qualify for the Group, I have demonstrated a commitment to designing and managing investment portfolios to help meet the individual needs of clients.
I am married to Suzanne Hince (Osborne) of Lincoln, NE. Outside of work I am a mentor for Teammates Mentoring Program. I am a member of St. Augustine Indian Mission board of advisors, a former Director of the Nebraska Security Industry Association (2006-2008) and have accepted a position on the Board of Advisors to the Creighton Graduate School where I am an Adjunct Professor. I currently am teaching MBA 719 and Finance 353. When I can find time, I enjoy bow hunting and fly fishing in Nebraska, Wyoming and Colorado.