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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.
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.
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
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Holistic Wealth Management
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Retirement Planning
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Investment Management
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Benefit Distribution Advice
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Employer Sponsored Retirement Plans
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401k Rollover Advice
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Stock Option Review
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Estate Planning Strategies
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Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.
(Services includes tailored Financial Wellness Program)
Education
BS, Western Illinois University
College of Financial Planning
Years of Experience
19 Years (started in 2000)
Office Location
909 N 96th Street
Suite 101
Omaha, NE 68114
Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.
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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