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:

·        Past Chair of Marian High School Endowment Board of Trustees

·        Past Trustee of St. Vincent de Paul Church

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

·        Past accounting chair of SPREE fund raiser for St. Vincent de Paul Church

·        Past member Archdiocesan Lay Retirement Plan Committee

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

·        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 over 54 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 over twenty-three 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 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 teenage children, Ryan and Genevieve.  Outside the office, the kids keep me busy, but I enjoy running, helping Rod and Ryan with fieldwork, planning our family fun nights, and spending time with family and friends.