My journey into the world of finance started early, as my father taught me the value of a dollar as I grew up. We were a middle-class family that didn’t have all the fancy things, but we never went without. My father would say, “Hard work pays off,” and“ Remember to pay yourself first.” He instilled in me a strong work ethic, the importance of education, and investing long-term. Once I graduated from college, I was driven to learn about investing in my 401k and how to compliment that with additional investment accounts. I learned quickly that many basic investing concepts were not taught in high school or college. This disappointment fueled me to learn about investing and to make sure I controlled my financial future.
Striving for financial security is one of the most important goals that I want for my clients. My goal is to empower families to have this security so they can live their best lives. I believe in a work/life balance, and not only money, but planning is essential to achieve that balance. I provide clear, straightforward advice, telling my clients what they need to hear, not what they want to hear. This makes the difference. I pride myself on being the quarterback guiding them down the field towards their goals. In a world of misinformation, I help families navigate through the noise and keep them on track.
My pursuit to be a better advisor for myself and my clients led me to become a CERTIFIED FINANCIAL PLANNER® practitioner in 2024. This coursework took over a year to complete, but demonstrates the highest level of comprehensive planning in the industry. I believe this coursework allows me to better prepare my clients for generational planning through many different facets, including estate planning, Medicare options, financial planning, and wealth transfer.
In my leisure time, my wife Amy and I enjoy spending time together. We have been married for over 16 years, and I would not have been able to realize my goals and dreams without her unwavering support. Our two dogs Higgins and Norman keep us active with nightly neighborhood walks. They are extremely spoiled and enjoy taking road trips in the car! Amy and I spend time together golfing, biking, gardening, and trying new restaurants throughout the Omaha area. We are both big college football fans, so you can find us entertaining friends and family on Saturdays.
Soar Wealth Strategies is dedicated to partnering with families to provide personalized advice and guidance. We are proud to help clients achieve their goals, but more importantly, live their best lives possible.
Find out where you are today! Start your financial flight plan