Financial Planning Associate
“It takes as much energy to wish as it does to plan.”
― Eleanor Roosevelt
Education
| University | Degree |
|---|---|
| Creighton University | BSBA – Business Intelligence & Analytics, Financial Planning |
Professional Background
| Detail |
|---|
| Member – Financial Planning Association of Nebraska |
Achievements
| Team |
|---|
| Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader) |
| Favorite Financial Planning Firm Finalist in Omaha's Choice Awards – 2016 (Omaha World Herald) |
| Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine) |