The greatest request that I have encountered in working with individuals is their desire to “Do what they want to do and when they want to do it.” As a financial professional, I am most delighted when this goal is met. I would be happy to shares some stories with you.  

About Me

Thank you for taking the time to learn more about me and my firm.

Here's what I care about, building values based client relationships that find financial success through solid financial planning and investment strategies.

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My goal, helping  you reach your lifetime goals and objectives no matter how much they cost.

What makes my service different, It's about you, I only exist when I help you reach your goals, by being proactive, knowledgeable, available, and a partner that works toward your families financial success.

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What can you expect, a professional advisor that works for you, is accountable to you, and is prepared to coach you in making informed decisions about your lifelong financial security.

Services

• Holistic Wealth Management

• Retirement Planning

• Investment Management

• Benefit Distribution Advice

• Employer Sponsored Retirement Plans

• 401k Rollover Advice

• Stock Option Review

• Estate Planning Strategies

• Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.

        (Services includes tailored Financial Wellness Program)

Education

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BS, Western Illinois University

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College of Financial Planning

Years of Experience

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19 Years (started in 2000)

Office Location

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909 N 96th Street

Suite 101

Omaha, NE 68114

Contact

Office: 402-392-1220

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Email:

Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.

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Utilize a wealth planning process that is built to help you make the best decisions with your money, offer long-term investments diversified to minimize risk and to achieve the best possible returns, all while building trusted relationships focused on achieving your lifetime financial objectives.

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