Our Team

I started my financial services career in 2011, initially working in insurance before transitioning to financial advising. After spending seven years at Mutual of Omaha, I felt the call to start my own firm. My mission is simple: to provide unbiased, client-centered advice that empowers individuals, families, and business owners to make confident financial decisions.

Before entering the financial world, I was a student-athlete and two-year starter with the Nebraska football team. Like many college athletes, my professional sports career was short-lived, and I quickly realized the importance of planning for my financial future. I discovered that many people, just like I did, struggle with the confidence, discipline, and patience needed to navigate complex financial decisions. This inspired me to dedicate my career to helping others achieve financial security.

When I’m not helping clients, I’m enjoying time with my wife, Robyn, son, Lane, and daughter, Lanny Mae. I’m an avid fan of Husker sports (football, basketball, wrestling and volleyball) and love traveling with my wife and friends. Outdoor activities, especially kayak fishing, are some of my favorite ways to unwind.

I look forward to working with you to help you achieve your financial goals with clarity and confidence.

Kellie is an experienced Office Administrator with nearly 20 years in the financial services industry. With a strong background in operations, client relations, and administrative management, Kellie plays a key role in ensuring the seamless day-to-day functioning of the office. Known for exceptional organizational skills and attention to detail, Kellie supports both myself and clients with efficiency and professionalism. Dedicated to providing top-tier service, Kellie helps create a smooth and client-focused experience in the financial planning process.

Kellie is a UNL graduate. She and her husband Brian have 3 children- Bennett, Ella & Caroline.

Robyn focuses on marketing and client relations advancements, with a passion for making a positive impact and building meaningful relationships. She has experience as an office assistant, in customer service at Fiserv, and spent over nine years as an Account Manager for Donor Recruitment at the American Red Cross, working closely with rural communities and schools in Southeast Nebraska. Now, she enjoys the flexibility to spend more time with her kids, Lane and Lanny. Outside of work, she loves traveling, strength training, and sharing good wine with friends.