Financial planning for all of life’s seasons.
It’s this simple;
life is complicated.
We experience many seasons. Some people are experiencing tremendous success and others are struggling with life’s challenges. Others are doing “okay” but need a positive boost or a refined purpose. But as we know, the winds could change tomorrow. We try to keep balance in the present while maintaining confidence about what’s next.
Financial Design Group understands — and listens. While it’s simple to make something complicated, we work hard for our clients to make the complicated simple. Our financial plans are designed to complement and protect what matters most. We all need help with life’s seasons. FDG can help you prepare for what’s around the next corner.
OUR FOCUS
Investment Planning
Income Planning
Education Planning
Estate Distribution
Risk Management
Are you looking for a fresh approach?
Who We Are
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Investment Adviser Representative
I am the owner and director of client planning for FDG. My focus is helping our clients plan for what’s ahead and helping to make sure their lives and finances are in alignment.
I’ve spent 25 years as a financial planner. I started in the industry to help people understand the world of finance, as it can be very confusing. I love helping people solve problems and communicating the strategies we implement for them.
My wife, Laura, and I have four children and nine grandchildren. I enjoy golf, reading, and spending time with family.
For detailed information about Financial Design Group, LLC’s investment adviser representatives who may serve retail clients, you may also visit adviserinfo.sec.gov and view background information about such investment adviser representatives.
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Investment Adviser Representative
I got started in financial planning over a decade ago with a desire to help people. As part of a small, family-owned business, I'm able to get to know each client and work to help solve their unique problems. I achieve this through conversation, strategy, and portfolio management. I'm also responsible for overseeing the firm's compliance process.
Outside the office, I enjoy spending time with my family. I play golf and serve as a tortured, Nebraska athletics fan. My wife, Jessi, and I have three children: Henry, Timmy and Calvin.
For detailed information about Financial Design Group, LLC’s investment adviser representatives who may serve retail clients, you may also visit adviserinfo.sec.gov and view background information about such investment adviser representatives.
