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.
4 Elements of an Estate Strategy
The Wild West of Data Theft
Supporting Local Business In a Crisis
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.
Retiring in a Post-Pandemic World
What Is My Life Expectancy?
The Facts About Income Tax