I have been in the financial services industry for over 23 years as a Managing Principal with The Regan Group, Inc.  Through my independent affiliation with Wells Fargo Advisors Financial Network, I have been recognized as a Platinum Council member from 2011-2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, 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 where we enjoy visits from our two 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:

·         Investment/Finance Committee Member – Omaha Archdiocese ACD

·         Finance Committee Member – Marian High School

·         Past Chair of Marian High School Endowment Board of Trustees

·         Endowment Committee Member for St. Vincent de Paul Church

·         Member of Men’s Club of St. Vincent de Paul Church

·         Past Trustee of St. Vincent de Paul Church

·         Past Member and Chair of the Finance Committee – St. Vincent de Paul Church

·         Member Omaha Chamber of Commerce

·         Director & Treasure – Estates of Huntington Park Homeowners Association

CA Insurance License Number: 0F83528. Resident State NE

I have been in the financial services industry for over 56 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

·       Past member of the Omaha Archdiocesan Investment Committee

·       Past 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 Parish Council 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 almost twenty-five 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 securities registered, I help ensure clients receive the best possible service.  Among the many duties I am tasked with, I handle a variety of client requests, prepare performance reports, maintain compliance files, and prepare the financials for the practice.

My husband, Rod, and I reside in Southwest Iowa where we raised our children, Ryan and Genevieve.  Outside the office, I occasionally help as the parts runner and man the bin auger during harvest for Rod. I also enjoy running, watching the Chiefs, traveling, and spending time with family and friends.

As the newest member of the Regan Group, I have been greatly appreciative of all the opportunities to learn and grow. I began my career in hotels where I managed sales, revenue, and operations in a slew of different capacities. As times and goals changed, I realized that wealth management was the place for me. Although my tasks are varied, my goal will always be to provide exceptional client service.

I grew up in rural Kansas and moved to Nebraska to further my education in 2019. Outside of work I stay busy reading books, exploring small towns, completing the Nebraska Passport, and spending time with my friends and family.