Ready to discuss your financial future?
4101 Pioneer Woods Drive, Suite 100
Lincoln, NE 68506
Toll Free: 833-325-1170
I’m pleased to join the Benton Wealth Management Team as a partner to work with our growing client base. Having been accepted to the Associate Financial Advisor training program with RBC Wealth Management in January 2018, I have earned the title of Financial Advisor.
My training has included licensure requirements for the Series 7 and 66 FINRA registrations as well as insurance licenses for life, health, fixed and variable contracts.
My educational background at the University of Nebraska – Lincoln resulted in earning a Bachelor of Science degree in business administration with mathematics and finance as double minors.
Prior to joining RBC Wealth Management, I have been with a locally-owned company, Speedway Motors, for the past five years, where I held positions in the areas of quality control and accounting.
I look forward to building on my experience and training using my educational background to help our clients and friends implement well-constructed and carefully thought out investment strategies using appropriate asset allocation discipline while considering suitable risk and expected returns. In addition, I have become proficient with our WealthPlan analysis tool to help create a personal analysis based on your vision for retirement. Our team focuses on all-inclusive financial and wealth planning.
In my spare time I enjoy craft beer, golfing and following my favorite sports teams including the Huskers, Red Sox, Vikings, and various auto racing teams.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
WHAT IS A CIMA®? Certified Investment Management Analyst ® (CIMA ®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA ® certification continues to be the highest level of advanced investment education for client-facing advisors.