I have been in the financial services industry for over 20 years as a Managing Principal with The Regan Group, Inc. Through my independent affiliation with Wells Fargo Advisors Financial Network, I am recognized as a Premier Advisor, a distinction which is held by a select group of Financial Advisors as measured by completion of educational components, business production and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

After extensive graduate-level coursework and examination, I earned the Certified Investment Management Analyst (CIMA®) designation in 2005.  Maintenance of this designation requires adherence to a professional Code of Ethics and fulfilling rigorous ongoing education to remain aware of current planning strategies and financial trends.  I am also a member of the Investment Management Consultants Association.

I received a Master of Business Administration from The University of Texas, San Antonio and I am also a graduate of Trinity University, San Antonio, Texas, with a Bachelor of Science in Engineering Science / Electrical.  I spent eleven years in electrical engineering management.

I spent my childhood in Omaha where I now reside with my wife, Cindy, and our two college-aged children.

As a passionate and committed runner, I have completed several full and half marathons over the years.  I also enjoy golf and can often be found in the summer months on the course, spending quality time with clients.

I am also very active in the Omaha community:

• Chair of Marian High School Endowment Board of Trustees
• Past Trustee of St. Vincent de Paul Church
• Member and Past Chair of the Finance Committee - St. Vincent de Paul Church
• Past accounting chair of SPREE fund raiser for St. Vincent de Paul Church
• Member of Men's Club of St. Vincent de Paul Church
• Past member Archdiocesan Lay Retirement Plan Committee
• Member Omaha Chamber of Commerce
• Endowment Committee Member for St. Vincent de Paul Church

CA Insurance License Number: 0F83528. Resident State NE

I have been in the financial services industry for just over 50 years.  I was the Omaha Branch Manager of the EF Hutton office for five years.

As a member of the first certification class at The Wharton School in 1988, I earned the CIMAÒ (Certified Investment Management Analyst) distinction after extensive graduate level coursework and examination. Maintenance of this distinction requires adherence to a professional Code of Ethics and fulfilling rigorous ongoing education to remain aware of current planning strategies and financial trends.  I also chaired the continuing education classes for CIMA’s for many years.  I am a member of the Investment Management Consultants Association, as well.

I am a graduate of Creighton University with a BS in Business Administration.  Also, I was a Certified Public Accountant for ten years, currently non-practicing.

My wife, Rose, and I raised our six children in Omaha.  Outside the office, I enjoy golf, fishing, and photography.

I am also very active in the Omaha community:

• Member of the Catholic Archbishop of Omaha's Continuing Development Committee
• Member of the Omaha Archdiocesan Investment Committee
• Member of the Missionary Society of St. Columbian Investment Committee
• Past president of the board of directors of Mount Michael High School
• Past Board member of Mercy High School
• Past president and board member of the Serra Club of Omaha
• Past president and trustee of St. Joan of Arc Church
• Past treasurer of Highland Country Club
• Past chair of the Archbishop's Educational Dinner for Scholarships

My experience encompasses over twenty years in the financial and investment industry, all of which has been with The Regan Group. As the Operations Manager and being Series 7 & 63 registered, I ensure that clients receive the best possible service. I also handle a variety of client requests, prepare performance reports, maintain compliance files, and prepare the financials for the practice, among several other duties.

I grew up in Southwest Iowa where I reside with my husband, Rod, and our children. Outside the office, I enjoy running, gardening, helping Rod with fieldwork, and spending time with my family.

Throughout my personal and professional history, I have focused my attention towards cultivating relationships.  My professional vision has always remained the same: To provide clients with top-notch experiences while focusing on fulfilling requests, preparing reports, and ensuring satisfaction.  Within my current role I have put an emphasis on studying and exploring the financial and investment world.  Eventually I will take the Series 7 exam to expand my skills and roles.  My educational experience of studying Psychology has prepared me to walk in the footsteps of a client to see all relevant perspectives.

Outside of the office, most of my time is spent with family.  Typically, a weekend consists of taking trips to the park with my son, catching up on current news, or grilling out with family and friends.  My fascination for Psychology also keeps me busy when I have the time to explore different topics that interest me.