I have been in the financial services industry for nearly 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 production based designation limited to the top ranks of affiliated professionals.

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 BS 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 teenage 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
           - 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

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 CIMA (Certified Investment Management Analyst) designation after extensive graduate level coursework and examination. 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 also chaired the continuing education classes for CIMA 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: 

My experience encompasses nearly nineteen years in the financial and investment industry, all of which has been with The Regan Group, Inc. As the Operations Manager and being Series 7 & 63 registered, I ensure that clients receive the best possible service. I also place trades, process client requests, prepare performance reports, maintain compliance files, and prepare the financials for the firm, 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.