BEYOND TANGIBLE - Key Persons

Job Titles:

• CEO
• Founder

My passion for financial planning all began in 2007 as I started an independent financial advisor practice at an independent broker-dealer, Waddell & Reed. My passion grew as I moved into a leadership position. After innovating Waddell & Reed for almost 14 years, I decided that while I was in the right industry, I could make an even greater impact as a fee-only advisor who was able to make recommendations that truly served my clients' best interests. It's about more than an advisors' integrity and intentions; the ability to truly serve clients in their best interest is also heavily impacted by the structure limitations of their organzition.

Job Titles:

• Financial Advisor
• Vice - President of Operations

I began my career in the financial industry in 1996 after graduating from the University of Nebraska-Lincoln with a finance degree. It did not take me long to realize my passion for helping people achieve their goals through a financial planning process. Our process is not a one size fits all approach. It's customizable to your unique situation. This is what makes the financial planning process powerful for you as we work together to achieve not only your financial goals, but your intangible goals as well. My approach in providing financial planning to clients has always been by doing what is in the best interest of my client. This philosophy has served me well since I started my career and continues to guide me. Educating clients on the opportunities and pitfalls that lie ahead and assisting them on making the best decision for themselves, with our ongoing coaching, provides them with the best chance of achieving their goals. My other passions are my faith and my family. My wife, Magali, and I serve in our local church, play sand volleyball and love to travel…usually somewhere there is a beach. We have 3 boys: Tyler, Seth (identical twins) and Ayden. I was the youngest of six kids (5 boys & 1 girl) and we grew up on a farm in northwest Kansas. We were taught by our parents to work hard and do what is right. It has served us all well.