As a Co-Owner of Tandem Financial Team LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2013. After 7 years working a health coach, I wanted to build a team to help people achieve financial success.
You can take comfort in the fact that I have been a proud resident of the Lincoln community for 15 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband for 12 years and father of three children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 8 years of experience, I hold a BS from the University of Nebraska and have participated in New York Life's well-known training program, NYLIC University, and have been awarded Executive Council* in 2014 & 2016.
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
*Council is an annual company recognition priogram based on agent production from July 1- June 30.