115 E 4th Street
A personal approach
I create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
The Wild West of Data Theft
Supporting Local Business In a Crisis
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
115 E 4th StreetNorth Platte, NE 69101
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
IRA Withdrawals that Escape the 10% Tax Penalty
When Special Care Is Needed: The Special Needs Trust
The Facts About Income Tax