We develop long-term, collaborative partnerships with our clients. We’ve been doing so for nearly 30 years. As a Trusted Advisor, we’ve earned referrals to work with many of our clients’ friends and colleagues. The highest compliment we receive is a client’s referral to family members. We’re honored to be working with the next generation – many of whom we’ve watched grow up, graduate college, and embark upon their own journey toward Economic Freedom®, as they define it.Our team of experts approaches your financial and investment strategy from every possible angle because we realize that it’s your future, not anyone else’s. Tell us where you want to be. We’ll show you how to get there. Allow us to earn your trust.Your wealth management team includes and is supported by financial planners, investment professionals, tax experts, estate attorneys, retirement planning specialists, and 7 thought leaders who sit on our Investment Committee – all within the same firm, working together for your benefit and success.The end result is coordinated advice, guidance, and education. No matter what life throws your way, we’re here for you to provide the clarity and insight necessary to make the best decisions for your unique circumstances... today, tomorrow, and throughout retirement.

Proudly manage Mercer Advisors Family Wealth Office services out of Omaha, NE and serving the surrounding area and states(NE,IA,KS,SD,ND).*Fee ONLY Fiduciary *Holistic Financial Planning*Comprehensive Investment, Tax and Estate Planning

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through two subsidiaries, Westwood Management Corp. and Westwood Trust. Westwood Trust purchased McCarthy Group Advisors of Omaha in November 2010. Westwood Management Corp. is a registered investment advisor and provides investment advisory services to corporate pension funds, public retirement plans, endowments, foundations, the WHG Funds, other mutual funds and clients of Westwood Trust. Westwood Trust provides trust services and participation in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. trades on the New York Stock Exchange under the symbol “WHG.”

• Providing advisory services to HNW clients integrating Private Banking and Trust services in department with over 2 Billion of AUM.• Creating and managing financial planning and life insurance operations across bank footprint. Worked with 35 advisors and 10 trust offices in a 5 state region.• Negotiated contracts/commission and fees from insurance and fixed annuity vendors.• Chosen by Management to serve on “Client Experience” Steering Committee, a Six Sigma-run process encompassing every aspect of Wealth Management, Private Banking, Trust and Operations across the First National footprint.• Implemented transition and communication plan moving from a third party Broker Dealer to an “internalized” Broker Dealer.

• Integrated CPA, Consulting and Investment team. New business development and managed relationships with a team of 4 advisors with 200MM AUM.• Oversaw RFP process for integrated insurance solutions; involving individual and group life, disability, LTC and major medical product rollout.• Worked with management to create transition and communication plan for Broker Dealer conversion.• Only non-partner to be on the Marketing committee and oversee the strategic branding and community awareness of the firm.

• Owned rights to 3 Anytime Fitness locations with 2 other partners as a side venture. Built one location; Managed hiring and training for a second location until my ownership interest was purchased.

• New business development for small business owners and mass affluent, retirement and insurance planning.• Recruited new agents from career/college fairs and personal observation.• Personally accounted for over 10% of firm revenues for the Nebraska Office of 30 advisors.

• New business development providing insurance and planning for “mass affluent” market.• Assisted in recruiting new agents from career/college fairs and personal observation.• Career Development Qualifier (Top first year producer qualification) • Executive Council Qualifier (Club denotes top 15% of company nationwide)