Broker Check

Team Lincoln at
Waddell & Reed

402-417-7483

8525 Executive Woods Drive
Lincoln, NE 68512

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the Wealth Management Site

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn More

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

Name
Email
Phone
Question
Thank you!
Oops!