I graduated from the University of Kansas in 2002 with a Bachelor of Science degree in Business Administration. Before joining Raymond James in 2016, I was with RBC Wealth Management for 10 years where I was recognized by Management for successfully completing the Summit program for financial advisors. Prior to that, I was an investment specialist for Deutsche Bank for 5 years. There, my roles included serving as a high net worth client liaison, a member of the product specialist team, and supporting their broker dealer partnerships. Professional designations held: Series 7, 6, 63, 66, and insurance license.
I currently reside in Lincoln. Outside of work I am an active volunteer with Junior Achievement Lincoln in both the classroom and as a supporter of events. Music is a major hobby for me, and I am active in assisting the Nebraska Jazz Orchestra and a former participant in the Lincoln Continentals Barbershop Society. Other activities of interest include sports, travel, and spending time with my 10 nieces/nephews and their respective families.