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Top Next-Generation Wealth Advisors – 2018

Best Financial Planning Firm – 2013, 2014, & 2016

Best Financial Advisor Office of the Big O!

Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016

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  • 落班Chartered Financial Analyst 落班Charterholder
  • 落班CERTIFIED FINANCIAL PLANNER?落班 Practitioner
  • 落班Registered Life Planner落班 (RLP) – Kinder Institute of Life Planning
  • 落班Creighton University落班 – MS – Investment Management & Financial Analysis
  • 落班Creighton University落班 – MBA – Master of Business Administration
  • 落班New York University落班 – CFP? – Professional Program in Financial Planning
  • 落班University of Nebraska – Omaha – 落班BSBA – Business Finance, Banking & Financial Markets, Investment Science & Portfolio Management
  • 落班Member落班 – CFA Institute, CFA Societies of San Francisco and Nebraska
  • 落班Member落班 – Financial Planning Association & FPA San Francisco Chapter
  • 落班Member落班 – Kinder Institute of Life Planning
  • 落班Member落班 – Financial Therapy Association
  • 落班Director, Treasurer (Volunteer Community Leadership Role) 落班 – Mutual First Federal Credit Union
  • 落班Past President and Director落班 – Financial Planning Association of Nebraska
  • 落班Founder and Past Chairman落班 – Nebraska Wealth Management Conference

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  • 落班Member落班 – Financial Planning Association
  • 落班Men’s Group Leader?–?落班Lifegate Church
  • 落班Past Campus Team Lead (Midtown)落班?– Lifegate Church

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  • 落班Member落班 – Financial Therapy Association

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  • Member – National Society of Accountants
  • Member – National Association of Enrolled Agents
  • Member – California Society of Enrolled Agents
  • Adjunct Professor of Professional Education – Bellevue University

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  • 落班University of Kentucky –落班?BS?落班–落班 Psychology

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  • 落班Creighton University –落班?BSBA – Financial Analysis & Business Analytics (2020)

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