General Info

The financial planning process I practice is an independent assessment of your financial condition that creates a financial plan consistent with your goals and puts you in control of a coordinated approach to your financial life. I will listen to your concerns and act as a resource in addition to your attorney, accountant and other professional advisors to help develop a financial plan for you. Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Missouri, Illinois and Texas. 2.‎ ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities offered through Mutual of Omaha Investor Services, Inc., a Registered ‎Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of ‎Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA ‎‎(www.finra.org)/ SIPC (www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ Any links to third-party websites and resources are provided solely as a ‎convenience to you and not as an endorsement of the content. We make no ‎representations or warranties as to the accuracy, timeliness, suitability, ‎completeness, or relevance of any information prepared by any unaffiliated third ‎party.‎