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

WealthLink

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 WealthLink 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.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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