Investment Centre Teams
"Serve First, Last and Always" -- that's been our philosophy and driving force for more than 60 years. We always strive to do what's right for our clients each and every day.
Primary area of expertise: creating employer-sponsored retirement plans and working one-on-one with business owners.
Working directly with clients to develop cohesive strategies.
More than 24 years experience.
Received a bachelor’s in business administration from the University of Nebraska-Lincoln.
Responsibilities include new-business submissions, customer service for investment accounts, and life insurance and administrative support.