Services designed specifically for your needs.
Our Private Banking team was formed largely due to the expertise we have in serving physicians. We understand your unique situation and needs and offer a breadth of services to fit your life.
Your private banker will act as your personal advocate, coordinating your financial needs with experts in all areas of the bank. With one centralized point of contact, you can be confident that your banker has your interests in mind and available on your schedule.
- Partner Services & Buy-ins
Adding a new partner is an exciting transition for any medical practice. We’ll help you structure your financing to best fit the needs of the entire practice.
- 100% Physician Mortgage Loan Financing
This special program provides an M.D. with a home loan, low or no down payment, and competitive rates. Ask us for details.
- Succession Planning & Exit Strategy
You’ve worked hard to build your business. We’ll help facilitate a smooth transition in ownership and make sure the practice continues to thrive.
Find peace of mind when planning your investments and protecting your wealth for future generations.
Life Insurance, Employee Benefit Packages, Liability Insurance, and Worker’s Compensation all customizable to fit your needs.
Lincoln, NE 68506
P.O. Box 82535
Lincoln, NE 68501-2535
Senior Vice President & Wealth Management Division Head
B.S, University of Nebraska
Chartered Financial Analyst® designation
Investment management and analysis since 1988
Member: CFA Society of Nebraska
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
CERTIFIED FINANCIAL PLANNER™ Certificant
Holds Series 7 and 63 Securities Licenses
Industry experience since 1984
Member: Financial Planners Assn.; Nebraska Financial Planners Assn.