NIL Financial Advisor Directory
FOR ADVISORS
Advisors are listed in alphabetical order. The directory is for informational purposes only. In most cases, we have no firsthand knowledge of the advisors or their experience. Details have been provided by the advisors listed and are subject to change.
Services: Wealth management, Portfolio management, Financial planning, Investment planning, Tax Planning, Life insurance, Annuities
Charge for an initial consult? No
Certifications: Series 65
Meeting Formats: In-person, virtual, phone
Additional Notes: Played football at the University of Kentucky.
Services: Wealth management, Portfolio management, Financial planning, Investment planning, Life insurance, Annuities
Charge for an initial consult? No
Certifications: Series 7, Series 66
Meeting Formats: In-person, virtual, phone
Additional Notes: Worked in athletics administration for 14 years at the high school, junior college, DII and DI-FBS levels. Also founded and serves as President of an NIL collective.
Services: Wealth management, Portfolio management, Financial planning, Investment planning, Tax Planning, Small business planning, Life insurance, Annuities
Charge for an initial consult? No
Certifications: SIE, Series 65, Series 66, Life and Health
Meeting Formats: In-person, virtual, phone
Additional notes: Played golf at University of Nebraska-Lincoln and served on the board of SAAC as the Big Ten representative.