Ron is Founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, a coaching and resource program for financial advisors, both based in Omaha, Nebraska. With over 25 years of experience and more than $3 billion in assets under advisement, Ron is one of the country's most successful and respected advisors. Barron’s magazine has ranked Ron one of the nation’s top advisors for the last five years. Registered Rep magazine chose Ron as the number one independent advisor in the country for the fourth year in a row.
In addition to his planning practice, Ron is recognized as one of the country’s top trainers for financial advisors. He has spoken to audiences worldwide and shared the success principles documented in his book, Tested in the Trenches, co-authored with Steve Sanduski. Most recently, Ron co-authored with Steve, the New York Times best-selling book, Avalanche and the Blueprinting exercises that go with it. Together, these tools help advisors learn how to clarify their mission, vision, and values and create a life lived by design, not default.
Ron and his wife Jeanie reside in Omaha and have three wonderful children, two dogs and a cat. He enjoys golfing, flying, and is an avid Husker fan.
Paul is the Managing Director of Peak Advisor Alliance. He has a distinguished career in business development, practice management, and executive leadership. Paul is responsible for Peak Advisor Alliance’s day-to-day operating activities, including revenue/sales growth, and the development and execution of strategic initiatives and new business. Under his leadership, Peak Advisor Alliance will continue to develop state-of-the-art, next generation coaching and training for advisors to remain on the forefront of best in class training and coaching.
Before joining Peak Advisor Alliance, Paul spent over 14 years in the financial services industry. He was most recently a senior executive at a niche-focused RIA in the CPA market space. Paul focused on driving Business Development in Recruiting and Strategic Relationships for the firm. He spent most of his time interacting with the firm’s partner relationships to drive business development, bottom and top line growth, and synergistic profitability for all. Paul also led the design and development of the firm’s Asset Management Program, and was responsible for leading the insurance agency division at the company. He oversaw the business plans, strategies, and operations for all the divisions of the firm. This included the daily interaction in managing, operating, and building each RIA equity interest for the firm. Paul also spent more than nine years in leadership positions at a large broker/dealer, Securities America, Inc., where his responsibilities included branch development, recruiting, retention, technology, consulting, and operations. In the CPA industry, he previously worked with Capital Professional Advisors which specializes in helping CPAs provide financial services to their affluent clients, and served on its board of directors.
Paul received his Bachelors degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha.
Paul and his wife Courtney have three children, twins Cecilia and Liam, and son Louie. Paul enjoys golf, traveling, working out, and rooting for the Huskers.
Laura is the Vice President and General Manager of Peak Advisor Alliance and has been with the company since 2006. She is responsible for the management of the Peak Advisor Alliance team and the day-to-day operations of the company. She directs the strategic and daily administration of the company’s various departments. Laura graduated Summa Cum Laude from Drake University with a degree in Psychology. She has worked within the financial services industry for the past decade, all in management capacities. Immediately prior to joining Peak Advisor Alliance, Laura led the institutional retirement plans division of a Twin Cities based insurance and financial services company.
Laura and her husband, Nick, have two beautiful little boys, Jack and Will. In their pre-baby life, you could find them globe-trotting to locations such as Iceland, Costa Rica, Italy, and other destinations throughout Europe and the U.S. They hope to resume some of these travels in 20+ years when highchairs, diapers, and paying for college aren’t their top priorities! Spending time with family and friends is Laura’s focus outside of Peak Advisor Alliance, but she also loves to exercise, dance, and get lost in a good book.
Holly's primary role at Peak Advisor Alliance is Executive Business Coach. She has over 20 years of experience in management, consulting, and coaching. Previously, Holly worked as a Business Performance Coach to independent franchise owners with the global company, Home Instead Senior Care, Inc. While there, she coached franchise owners to new levels of success and focused on strategic development, business planning, revenue growth, networking strategies, marketing and sales, client services, and human resources.
Holly also spent much of her professional career working for Mutual of Omaha Insurance Companies in management and consulting positions. Early in her career, she managed customer service personnel in policyholder services, claims, and a call center. As an internal consultant, Holly advised executive management on communications, people change management, strategic planning, enterprise projects, integration of acquisitions, and process improvement. She has led numerous project teams and Kaizen Events which bring people together to examine a problem, propose solutions, and implement process improvement changes. Holly also specializes in facilitation and has developed and taught numerous courses, including her most recent on time management.
As a volunteer counselor for the SCORE association, a non-profit organization that provides mentoring and consulting services to entrepreneurs and small businesses, Holly coached entrepreneurs with personal and professional concerns to help them achieve their goals and dreams. Highly intuitive, with a vast repertoire of tools and knowledge about the human psyche, she is able to help people break through perceived obstacles. Holly believes everyone is capable of achieving their dreams and goals with focused intentions and actions. She says "Over the years, I've seen business owners struggle with tough decisions, time constraints, personnel issues, and slow business growth. Often times, their struggles stem from a lack of vision, planning, or execution. The good news is I can coach them to overcome the underlying reasons and move them forward in their business to achieve outstanding results." Holly is also experienced in developing teams for maximum performance.
Holly earned her degree from the University of Nebraska-Lincoln where she majored in Sociology, with minors in Psychology and English. While in the insurance industry, she earned the FLMI and CSA designations. Holly is also certified in People Change Management and has completed training in Life Coaching.
Holly and her husband, Mark, live near Omaha and have five wonderful children. In her free moments, she enjoys spending time with family and friends, reading non-fiction, and, when weather permits, she and her husband love to ride their Harley Davidson Road King. When Holly graduated from college, she spent two months backpacking through Europe and hopes to resume international travel soon after her twin daughters leave the nest. She also needs to figure out how to get the Harley overseas.
Tim's primary role at Peak Advisor Alliance is Executive Business Coach. He has more than 20 years of experience in leadership training and development. Immediately prior to joining Peak Advisor Alliance, Tim worked closely with advisors and management teams for Mutual of Omaha, developing training platforms to increase advisor recruiting, retention, and production. Prior to his time with Mutual of Omaha, he was in Pastoral ministry for 16 years in Iowa, Michigan, and Nebraska. This unique experience helped Tim fine-tune his gift for offering counsel and consultation to individuals on both personal and professional issues and challenges.
A student of leadership development, Tim is currently pursuing, with only the Capstone course to complete, the Chartered Leadership Fellow (CLF) designation through The American College. He commented, "I have heard it said there are two significant days in each of our lives: the day we were born and the day we discovered why. I truly feel my "why" incorporates helping and leading others to discover their why and how to maximize their pursuit of purpose as they navigate through life."
Tim graduated from RHEMA Bible Training College with a degree in Pastoral Ministry, with an emphasis on Leadership. He currently holds the CLTC (Certified in Long-Term Care) designation, as well as the Series 6, 26, and 63 Securities Licenses.
Tim and his wife Chris have been married since 1986 and they have 3 sons, two who are graduates of the University of Nebraska-Lincoln and one who is in high school. A health and fitness enthusiast, he recently took up running and ran a half marathon with the plans to do more in the future. Tim enjoys golfing with his sons and traveling with his wife. The whole family bleeds Husker Red and enjoys attending Husker football games in the fall each year.
Carly's primary role at Peak Advisor Alliance is Executive Business Coach. Passionate about helping others achieve their goals and exceed their expectations, she has worked for 10 plus years in the finance industry and in various coaching roles. Because of this experience, Carly is passionate about helping entrepreneurs succeed. Prior to joining the team at Peak Advisor Alliance, she worked as a Business Performance Coach to independent franchise owners based in the Northeast United States with the global company, Home Instead Senior Care, Inc. Carly says, "My passion has always been working with small business owners. The challenges are ever-changing and I meet each business owner where they are. Working together towards a strategy that elevates each individual's strengths and also builds in measures to address areas of concern, I use a consultative approach to assist with meeting and exceeding goals. I am results-focused and personally invested in the success of each individual I work with." Carly also worked for the broker/dealer, QA3 Financial, where she worked with financial advisors providing training, solutions, and tactical implementation support regarding performance reporting software in their practices. Carly's areas of expertise include human capital issues, marketing and branding, social media campaigns, business planning, technology implementation, training curriculum development/presentation, and facilitating performance-focused accountability groups. She graduated with honors from the University of Nebraska-Omaha having earned a Bachelor’s degree in Political Science with a pre-law concentration and holds memberships in Phi Theta Kappa and Pi Gamma Mu National Honors Societies. A learner by nature, Carly is currently pursuing her Master's degree.
A life-long resident of Omaha, Carly is married to her best friend, Brian. She loves every moment spent with her three daughters, Eleanor, Cecelia, and Audrey, who participate in music, baton, and soccer, and cheering on her step-son, Nick, at his high school basketball and baseball games. Carly loves running, dancing, traveling, being on or near the water, and is also an avid sports fan. Her beloved Huskers, Notre Dame, the Vikings, college basketball, and ESPN radio are also "musts" in the McCulloch household. Carly and Brian hope to spend retirement hitting all the MLB baseball parks and seeing the world together.
Scott's primary role at Peak Advisor Alliance is Executive Business Coach. He has over 20 years of experience in financial services, working closely with Mutual of Omaha's registered representatives and financial advisors to build their businesses with a focus on wealth management and building loyal client relationships. Scott says, "My experience in this industry has shown me that the most successful financial advisors have a passion for helping people address what matters most to them -- it might be their family, a retirement they can enjoy instead of worry about, or supporting a charity or societal need. That's a notable pursuit because it makes a difference." He has extensive experience in coaching and training advisors in areas including asset allocation, presentation skills, sales concepts, fee-based transitioning, distribution strategies, marketing, branding, and value positioning." I believe that a truly effective advisor/coach relationship is reciprocal. The coach clearly understands and appreciates what the advisor wants to accomplish. And, the advisor, through coaching, is empowered to improve their business, their quality of life, and the lives of their clients." Scott has earned two designations from the College for Financial Planning and holds Series 6, 63, 65, 26, and 51 securities licenses. He earned his Bachelor of Science degree in Business Administration with an emphasis in Marketing from the University of Nebraska at Kearney.
In his personal time, Scott loves being with his family at his kids' sports events or other activities, watching a movie together, or relaxing on the beautiful beaches of western Michigan on their annual summer trip. He's a big fan of Husker football, enjoys coaching youth baseball, and is also an active member of his church. Scott and his wife, Beth, have three wonderful children – daughter Joree and sons Cameron and Sam.
Ellen’s primary role at Peak Advisor Alliance is Executive Business Coach. As a long-time client of Carson Wealth Management Group, she advises coaching members to help them implement The Coaching Program and explore other day-to-day practice management issues. "Having been a client since the mid-1990s, I have watched Carson Wealth Management Group grow and adapt. I enjoy sharing that client perspective with my coaching members. Additionally, I served on the Client Advisory Council and strongly believe in the benefit of such a group to both the advisor and the client participants." Ellen graduated from Wayne State College in Wayne, Nebraska, with degrees in Mathematics and Sociology. Prior to joining Peak Advisor Alliance in 2008, Ellen's career was with Enron Corp. where she managed a corporate finance group for 12 years and ultimately led the Investor Relations Department for a master limited partnership, now called ONEOK Partners, LP. "Having hired, fired, and managed staff over the years has taught me some valuable lessons I can share with my coaching members. Key staff can make all the difference in the success of a business. Additionally, my Investor Relations experience focused on the importance of clear, accurate, and effective communication to external audiences, such as the clients of my advisors. I believe in a well-thought out and consistent communication plan, and enjoy helping my coaching members develop their unique messages."
Ellen grew up in Norfolk, Nebraska, and has lived in Omaha since college. She has two children: Krystal, who is a speech therapist on the stroke team at a local hospital, and Ryan, who is currently in Law School at Arizona State University. Ellen's family is her priority, however, she has a great circle of friends who share her interests in fine dining, Husker football, travel, animals, dancing... and the list goes on.
Greg's primary role with Peak Advisor Alliance is Executive Business Coach. He has been working with financial planners for his entire professional career. Before joining Peak Advisor Alliance in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, "I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives." They say that "you are a sum of your life experiences." Greg's 17 years of managerial experience is drawn upon everyday to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. He notes, "I worked with some incredibly gifted people at the College for Financial Planning and CFP Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Peak office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures, and adapting to the 'Peak culture' was surprisingly an easy tradition. The 'education' from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members." Greg earned both his Bachelor's in Economics and MBA degrees from the University of South Dakota.
Greg, and his wife, Marilyn, have been married since 1985 and have three daughters. His family is his first passion and priority, but Greg would enjoy fishing every day if possible.
Vickie's primary role at Peak Advisor Alliance is Executive Business Coach. She has over 18 years of experience in management and consulting. Prior to joining Peak Advisor Alliance, she founded her own coaching company where she provided professional, business/career transition, and personal development coaching to individuals at all levels. Vickie says, "I look forward to drawing upon my own experiences as a small business owner as I advise independent financial advisors through important decisions. It is because of my own diverse background that I feel I have a better sense of the daily challenges business owners face and am better able to provide careful guidance regarding how to successfully navigate through the obstacles." Additionally, Vickie spent over 10 years as a Vice President and Branch Manager at Charles Schwab where she doubled the size of the branch during her time there. In addition, she has executive leadership experience. Vickie worked five years as the Chief Administrative Officer for a large not-for-profit organization where she counseled senior management on strategic planning and organizational processes, oversaw a $4 million annual operating budget, and managed all functional areas of the company. She became an accredited Coach through the International Coach Federation and is an active member of the Society for Industrial and Organizational Psychology, Inc. (SIOP), the Human Resource Association of the Midlands (HRAM), the Society for Human Resource Management (SHRM), the American Psychological Association (APA), and the International Coach Federation (ICF). Vickie is the current president of the Nebraska Heartland Coaches Association Board where she will serve for 2012-2013. She earned her Master of Science degree in Industrial/ Organizational Psychology and her Bachelor of Arts from the University of Nebraska at Omaha.
Vickie and her husband Stephen have been married since 1981. In her free time, Vickie loves spending time with her daughters, Samantha and Hannah, son-in-law Matt, and beautiful granddaughter Avery. Nearly every summer, Vickie and Stephen head for the mountains where they enjoy hiking in the wilderness and taking in the spectacular views.
Mindy is the Relationship Manager at Peak Advisor Alliance. Passionate about helping others achieve their goals and exceed their expectations, her focus is to enhance membership engagement and satisfaction. She seeks to maximize the implementation of materials with Resource Center members and provides assistance with identifying solutions for common practice management topics. Mindy earned her Bachelor’s degree in Business Administration with an emphasis in Finance and Banking from the University of Nebraska at Omaha. Prior to joining the team at Peak Advisor Alliance, Mindy worked in the banking and finance industry and as a licensed Realtor specializing in residential properties. Mindy and her husband also owned a successful lawn and landscaping firm.
Born in Omaha, Mindy is a lifelong Nebraska resident. She and her husband, Chad, recently moved to an acreage just outside of the Omaha area in Bennington, NE. Their two daughters, Claire and Lydia, keep them busy with swimming lessons, soccer, and gymnastics. When not working, Mindy enjoys various home improvement projects, going to the gym, shopping, and spoiling her children.
Amy is the Manager of Strategic Projects for Peak Advisor Alliance and has been with the company since 2004. Her seven years as an Executive Business Coach with Peak Advisor Alliance has provided her the experience and expertise needed for her current role. As the Manager of Strategic Projects, Amy creates content for events and webinars, implements new programs, and organizes and manages the plethora of information on the Members Only web site, as well as creating new materials to benefit members. Her depth of knowledge of the operations at Carson Wealth Management Group has also allowed Amy the ability to create the Systems Manual Template for Peak Advisor Alliance members. She also orchestrates and manages all large-scale projects for the enterprise.
Amy graduated from the University of Northern Iowa with a Bachelor's degree in Mathematics. For the 10 years prior to joining Peak Advisor Alliance, she worked in the financial services industry in various capacities, including associate wealth advisor and team leader.
Amy grew up in Atlantic, Iowa, and moved to Omaha in 1992. She continues to check items off her bucket list with the most recent items being a hot air balloon ride and a tandem skydive. Together, Amy and her husband, Jon, are visiting all 50 states before beginning travels internationally.
Chris is a Business Development Consultant with Peak Advisor Alliance. His responsibilities include assessing the needs of advisors and assisting them in choosing the Peak Advisor Alliance programs and services that best meet their needs. Chris travels with Ron and Paul to coaching events all over the country and enjoys helping advisors learn how to grow their practice. Before joining Peak Advisor Alliance in December 2006, Chris was an Executive Recruiter for four years, helping financial advisors transition to either an independent broker/dealer or wirehouse. Prior to his experience recruiting, he was a Dean Witter/Morgan Stanley financial advisor. Chris earned his bachelor’s degree from Barry University in Miami, Florida.
Chris and his wife Barbara have been married since 1984. Chris and Barbara love to travel.
Justin is a Business Development Consultant for Peak Advisor Alliance. His responsibilities include assessing the needs of advisors and assisting them in choosing the Peak Advisor Alliance programs and services that best meet their needs. Justin graduated from Doane College with a degree in Biology/Business and earned his MBA from the University of Nebraska-Kearney. He holds Nebraska life and annuities insurance licenses.
Justin grew up on a ranch in Western Nebraska and currently resides in Omaha. In his free time he enjoys doing just about anything outdoors, working out and spending time with family and friends. His favorite time of the year is football season and he absolutely loves cheering on his beloved Huskers.
Katie is a Business Development Consultant for Peak Advisor Alliance. Her responsibilities include assessing the needs of advisors and assisting them in choosing the Peak Advisor Alliance programs and services that best meet their needs. Katie graduated from the University of Nebraska-Lincoln with a Bachelor's degree in Child, Youth, and Family Studies and a minor in Psychology, as well as a concentration in Nutrition. She studied abroad in Geelong, Australia where Katie attended Deakin University studying Psychology. Katie has always had a strong interest in real estate which is what lead her to the financial services industry. She developed a stronger interest for finances through managing and sales experience after college.
Katie grew up in Elkhorn, Nebraska and, in her free time, she enjoys recreational sports, painting, and travels as often as possible.
Meridith is the Senior Marketing and Communications Specialist for Peak Advisor Alliance. Her role includes developing marketing strategies and campaigns, monitoring the Peak Advisor Alliance brand, and designing marketing materials. Meridith graduated with a bachelor’s degree in Psychology and a master’s degree in Mass Communication, both from the University of South Dakota. Prior to joining the team at Peak Advisor Alliance, Meridith worked for six years as a senior marketing associate at Securities America, Inc. Before that, she worked for an advertising agency in Sioux Falls, SD and in the marketing department at Wells Fargo Financial Bank, also located in Sioux Falls.
Meridith grew up on a farm near Bridgewater, SD and currently resides in Omaha with her husband, Jeff, their beautiful daughter Amalia, and their adorable English Springer Spaniel, Sampson. In her spare time, Meridith enjoys watching movies, reading a good book, and spending time with her family and friends.
Joe is a Marketing & Communications Specialist for Peak Advisor Alliance. His responsibilities include developing marketing strategies and campaigns, monitoring the Peak Advisor Alliance brand, and designing marketing materials. Joe graduated from the University of Nebraska-Omaha with a degree in Journalism/Advertising. Prior to joining Peak Advisor Alliance, Joe worked in real estate, advertising and has been involved with promoting the city of Omaha through its O! campaign.
Joe grew up in West Point, Nebraska, but now lives with his wife, Emilie, and daughter, Jolie, in Omaha. Outside of work, Joe enjoys spending time with his family. His passions include playing guitar, basketball, Husker football, surfing, and travel. He will take any opportunity he can to get to the ocean and enjoy the beach, and aspires to someday have a beachfront home of his own.
Brenda is the Events Manager for Peak Advisor Alliance. Her role includes coordinating and managing events such as the semi-annual Excell Meetings, speaking engagements, and other membership and prospecting events. Brenda graduated with a Bachelor’s Degree in Business Administration specializing in Finance and Banking from the University of Nebraska. She is also a Certified Trade Show Marketer (CTSM) and is studying for her Certified Meeting Professional (CMP) designation. Prior to joining Peak Advisor Alliance, Brenda spent 12 years as a trade show and events coordinator for ACI Worldwide, an industry-leading provider of electronic payment software for financial institutions, retailers, and processors around the world.
Brenda grew up in Omaha. In her spare time she enjoys traveling with family and friends, cycling, quilting, reading, getting caught up in a good movie, and, of course, Nebraska football. Brenda and her fiancé Mike are currently enjoying planning their wedding and overseeing the building of their new home.
Amy is the Director of Finance of Peak Advisor Alliance and has been with the company since July 2011 after being part of the Carson Wealth Management Group team since January of 2008. She oversees the Peak Advisor Alliance Finance Department and assists Carson Wealth Management Group with various accounting duties. Amy holds an active CPA license and brings to the team both public and private tax and accounting experience. Her public accounting background includes “Big 4” experience and encompasses the areas of individual tax and small business tax and consulting. Amy received her Bachelor’s degree and Master’s of Professional Accountancy from the University of Nebraska at Lincoln.
Amy is a native of Columbus, Nebraska and enjoys spending time outdoors, dancing, reading, and spending quality time with her friends and family.
Amy is a Senior Administrative Specialist for the Peak Advisor Alliance team. Her role includes managing a variety of activities that keep Peak Advisor Alliance running efficiently and smoothly. She also performs all of the client billing and shipping activities, and answers a variety of questions from coaching members. Amy’s previous experience includes similar responsibilities in the retail industry.
Amy and her husband, Matt, live in Omaha with their son, Tanner. She especially enjoys decorating, gardening, shopping, and spending time with family and friends.
Pam is a Senior Administrative Specialist for the Peak Advisor Alliance team. Her role includes managing a variety of activities that keep Peak Advisor Alliance running efficiently and smoothly. She sees to the administration and update of three web sites (Peak Advisor Alliance, PAC and TAC Forums, and PEAK Academy) and other general day-to-day responsibilities. Before joining Peak Advisor Alliance in November 2006, Pam’s previous experience includes 13 years of civilian government service in the personnel arena, bookkeeper, receptionist, and various retail experience.
Pam, a native of San Antonio, Texas, and her husband Mark have been married since February 1987 and live in Papillion, Nebraska. They have two daughters, Diana and Stephanie. Diana lives in Maryland with her husband David and their children, Allison and Matthew. Stephanie, a recent graduate of the University of Nebraska-Kearney, is employed full-time. Pam treasures her time with her family and their two miniature dachshunds, Bud and Lou. She enjoys creating greeting cards using rubber stamps, reading, and making quilts. Pam and Mark also love to travel on their Goldwing motorcycle during the riding season.
Barb is the Sales Administrative Specialist at Peak Advisor Alliance. Her role encompasses a wide variety of responsibilities related to client recruitment efforts and institutional relationships. Barb previously worked for Pacific Life in the Technology Division and before that worked for Methodist Health System for 10 years.
Barb grew up in the Omaha area and graduated from Nebraska Methodist College as a Health Promotion Specialist. She was the recipient of the NMC Service Award in 2009 and is still very proud of that accomplishment. Barb enjoys spending time with her family and friends. She loves watching movies on the big screen, spending time by the water, hiking, playing volleyball, and watching football and baseball.
John is the IT Manager at Peak Advisor Alliance. He graduated with a degree in Mathematics and a minor in Physics from the University of Nebraska-Omaha. John’s primary roles are managing the Technology Team and addressing the technological needs of both Carson Wealth Management Group and Peak Advisor Alliance as well as related issues and projects.
John was born and raised in Omaha, where he currently resides. He has been married to his wife, Alyssa, since June 2000, and they have two sons, Joshua and Brendon. John’s primary hobby is music. He plays guitar and drums in his church's Praise Team and has a home studio where he writes and records his own songs. John aspires to record a Christian rock CD. He also enjoys spending quality time with his family, watching movies, and Husker football.
Tom is the Technical Support Analyst with Peak Advisor Alliance. His primary role is addressing the technological needs of both Carson Wealth Management Group and Peak Advisor Alliance, as well as related issues and projects. He has a degree in Mathematics from the University of Nebraska-Omaha and has work experience in various IT disciplines.
Tom and his wife, Connie, live in Omaha and have a daughter, Julie, in Scottsdale, Arizona, who is attending school and working. Tom enjoys taking his dog on walks, biking, canoeing, and camping. He also enjoys watching movies, listening to music, working on computers, and serving on his church council.
Certified Financial Planner Board of Standards Inc., owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™.