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, Finance & Insurance
  • Home or Personal Maintenance Services
  • Professional & Business Services


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