A.J. joined the team in January 2023 as a Business Development Coordinator and Investment Advisor Representative. He genuinely enjoys building meaningful, long-term relationships with clients and helping them navigate their most important financial decisions.
As an Investment Advisor Representative, A.J. is committed to guiding clients through market volatility, simplifying complex investment choices, managing life transitions, and creating personalized strategies that bring clarity, confidence, and a clear path toward their goals.
A.J. graduated from the University of Nebraska at Omaha with a Bachelor of Science in Business Administration. With more than a decade of experience in financial services, he previously worked at Northwestern Mutual, MassMutual, and Farm Bureau Financial Services, where he developed expertise in client-centered planning and building trusted relationships.
In 2023, A.J. married his wife. Together, they are the proud parents of a daughter and a dog. He believes that financial security paired with peace of mind allows families to truly enjoy what matters most.