Through a collaborative conversation with my clients, I create a comprehensive financial plan that is designed to achieve short-, mid- and long-term financial goals via the most up-to-date products and services the financial services industry has to offer. These products and services must be in the best interests of each of my clients. I pride myself on only recommending products and services I would utilize in my own financial plan, both for myself and my family. Once a strategy is agreed upon, I offer choices of insurance, financial products and services that are appropriate for achieving the strategy and my clients’ financial goals. Together, we agree upon how often their financial situation should be reviewed. I commit to meeting with my clients as often as necessary to discuss making appropriate adjustments as time passes and goals change. Above all, I promise to serve you with respect and integrity at all times – the cornerstones of my business.
A little about myself – I grew up on a ranch in northwest Nebraska, just north of Hay Springs. Outside of managing a second ranch to the east of Hay Springs and pasture ground to the south in the Sandhills, my family raised Angus cattle and sheep. My brother and I still wrangle two ranches, the “north” ranch in his name – the “south” ranch in mine, but no longer have the Sandhills pasture.
After high school, I attended the University of Nebraska-Lincoln – yes, I’m a bonafide Cornhusker. I majored in Electrical Engineering and enrolled in the Air Force ROTC program. I graduated and was commissioned a Second Lieutenant in the Air Force in December 1984. I went on active duty in February 1985 and spent the next 20 years completing assignments that took me to Massachusetts, Montana, Washington, D.C., Hawaii and back to Nebraska serving in the acquisition, education and intelligence career fields. I retired in 2005 after a four year assignment at Offutt Air Force Base in Bellevue, NE, a suburb of Omaha. I am married, have two daughters and a couple grand critters that take up most of my spare time.
I am an independent financial advisor working under my own brand name of TAG Financial Solutions. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.