As the founding principal of ERSI, I strive to increase business value and owner confidence. My philosophy is simple: success starts with goal-setting. All business owners have a vision for their companys future, but few know how to get there. At ERSI, we will help you set the right goals and develop plans to meet them.
I entered the financial services industry in 1972 after earning my B.S. from the University of Nebraska. Across three decades of experience, I recognized a pattern. Business owners represented a grossly under-served market. Given more than half of them would reach the average retirement age within 10 years, I opened ERSI to better serve their business and individual goals.
Since then, I have been fortunate to watch many business owners actualize their corporate visions and build confidence in their financial future.
Education & Affiliations:
University of Nebraska Bachelor of Science (Business Administration)
Chartered Financial Consultant - ChFC®
Chartered Life Underwriter - CLU®
Series: 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law) & 65 (Uniform Investment Adviser Law)
Outside of the office, I enjoy golfing, and spending time with my grandchildren.
In the planning process, progress is more valuable than perfection.