As a Mutual of Omaha Financial Representative, I can offer you the expertise and knowledge to help develop a great financial plan that is perfect for you. I promise to listen to your needs and be present when I am required. As we evaluate your current situation and needs, I can help you make informed decisions for the financial future for a better peace of mind.
My Mission:
Today’s financial world is an economical battle and as an Economics major I understand the complex economy and plan to make it less of a struggle. Our firm employs a team of specialists that are available as a resource to all of our clients. We have the knowledge and experience to assist with any questions and provide personal solutions to each of your problems. Our products offer financial security, investments, and top of the line insurance that I believe in.
About Me:
I am currently a resident of Iowa City, IA and a student of the University of Iowa pursuing a major in Economics and an Entrepreneurial certificate. I earned the highest entrepreneurial award winning the Mary and John Pappajohn scholarship in 2014. Originally raised in Ottumwa, IA I come from humble beginnings living in New York City, Los Angeles, and Kansas City, I have worked with people all over and plan to make things simple. When I am not working I enjoy watching Hawkeye Sports, the outdoors, socializing with friends, cooking, trying new cuisines, and relaxing
Here are some of the strategies that I can offer that can help you pursue financial goals.
• Disability Insurance and Life Insurance (Universal, Term, Whole)
• Retirement Income Planning, Long Term Care
• Annuities, Variable Life, and Estate Planning
• 529 College Savings, Critical Illness Insurance
• Qualified Retirement Plans (401(k), IRA, Pension)
• Wealth and Retirement Accumulation Planning