After everything we've experienced since the start of 2020, we knew it was most important to get back to our home in Omaha to be closer to family. For me, it was an opportunity to return to the best job I've ever had: working directly with clients to help them turn what's most important in life into actionable and achievable plans. Sigmond Financial Management is here to help individuals enrich their own lives and their families' lives and improve their communities now and in the future.
Our purpose is guiding you and those you know to think differently, even audaciously, about the differences you can make for our future. Have you ever wondered what the trade-off might be if you put more towards your favorite charity now or in the future? We will help you balance so that you can feel confident you are preserving your own plans while helping others.
I started serving clients in 2007 when I made the decision to leave my first career as a television consumer investigator at KETV in Omaha. A graduate of Franklin and Marshall College in Lancaster, Pennsylvania, and of Omaha Central High School, I’ve served as both a regional leader and a general partner for Edward Jones before joining Raymond James & Associates. My wife, Stephanie, is an avid runner and vegetarian chef who grew up just outside Norfolk, Nebraska. We keep busy with our two children, Natalie and Henry, while I like to play ice hockey, golf and tennis in my free time.
Active in the community, I am a past president and now frequent volunteer for the Omaha Westside Lions Club. I am the former chair of the board of directors at Mental Health America of Eastern Missouri.