Services
-
Financial Planning
-
Wealth Management
-
Retirement Planning
-
Investment Management
-
Benefit Distribution Advice
-
Employer Sponsored Retirement Plans
-
401k Rollover Advice
-
Stock Option Review
-
Estate Planning Strategies
-
Retirement Benefit Decisions
-
Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.
(Services includes tailored Financial Wellness Program)
About Me
Years of Experience
33 Years
Education
B.S. University of Nebraska-Lincoln
MBA, University of Nebraska-Omaha
Office Location
909 N 96th Street
Suite 101
Omaha, NE 68114
Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.
Utilize a wealth planning process that is built to help you make the best decisions with your money, offer long-term investments diversified to minimize risk and to achieve the best possible returns, all while building trusted relationships focused on achieving your lifetime financial objectives.