https://financial-fitness.advisys.com/?pid=0975649 I started my career as a middle school math teacher, where I spent eight years helping students appreciate the beauty of mathematics. With a master’s degree in mathematics and teacher leadership, I eventually transitioned into financial advising. My teaching background allows me to guide clients with an educational approach, helping them build hig
h-quality financial plans rooted in understanding and confidence. I hold several licenses, including Life and Health, SIE, Series 6, 63, and 65, allowing me to offer comprehensive financial and insurance services. Currently, I’m working toward my CFP to enhance the value I provide. I assist clients with a range of needs, from life, disability, long-term care, and Medicare insurance, to reviewing investments and financial strategies. My approach is personalized, aiming to educate my clients so they feel empowered in their financial decisions. Every consultation is tailored to their goals, with a focus on overcoming obstacles and building custom plans. I proudly serve clients across multiple states, including Nebraska, Iowa, Arizona, and Pennsylvania, among others. Outside of work, I’ve been married to my wife, Grace, since 2019, and we’re guardians to my teenage niece. In my free time, I enjoy hiking, camping, playing board games, attending concerts, and exploring new local restaurants. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business
1. Insurance Licensed in: Nebraska, Iowa, Kansas, and Minnesota
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