1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
|Firm Start Year:||2001|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade and others.|
|Number of Years with Current Firm:||1|
|Firm's Number of Clients:||1,150,000|
|Assets Managed by Firm:||$205,600,000,000|
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I work with families to design strategies to help achieve their financial and retirement goals. When Im not in the office, I enjoy spending time with my family and coaching youth athletics. I also serve as a youth mentor to high school students in the Omaha, NE area.