Michael is a visionary for our clients and our firm. One of his greatest talents involves diving into the unique and complex planning issues our clients face. His strong desire to help others, combined with his analytical nature and extensive experience, allow him to guide our clients comfortably along their financial paths in life.
Michael has worked in the financial and investment industry in Lincoln since 2001. Prior to becoming an advisor, Michael worked as Director of Compliance and Corporate Counsel for a Nebraska based broker-dealer.
Michael grew up in Hastings, NE and graduated from the University of Nebraska-Lincoln with an undergraduate degree in Economics and a Juris Doctor degree from the UNL College of Law. Prior to his investment career, he practiced law in Omaha and Lincoln, focusing on the areas of estate planning, real estate development, and corporate law.
Michael is a member of the Nebraska Bar Association, Lincoln Estate Planning Council, and is a CERTIFIED FINANCIAL PLANNER™ professional. He also donates his time and resources to numerous local non-profit organizations.
Michael and his wife, Jill, are the parents of Sam, Sophie and their Labrador, Rocky. Michael enjoys reading, playing golf, hiking in Colorado, spending time with his family, and coaching his children’s sporting events. He would like to climb at least one 14’er in Colorado in the next 5 years, attend the Master’s golf tournament, and travel to Scotland and Ireland.