How I can help you

I can help you to structure a successful legacy business.

My expertise includes business strategy, planning, and exits, family legacy planning, succession and contingency planning, cash flow, wealth accumulation and protection planning.

With experience working with the start-up community and the Omaha Chamber of Commerce's Entrepreneurship and Innovation department, I provide guidance to entrepreneurs with developing business plans and securing financing. 

If you’d like to discuss how I can help you, please contact me.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Personal Services and Wellness
  • Marketing, Advertising and Creative Services
  • Consulting, Research and Business Services

Education

B.S. and B.A., Finance, University of Nebraska at Lincoln

 

FINRA Securities License 7 and 66

 

State Licensed Life, Health and Disability Agent


Communication Methods

  • In Person
  • Phone