When we started Ellerbrock-Norris Wealth Strategies, we were thinking bigger than simple access to capital markets. We feel, how you access and use the markets should be a decision based upon all the other variables in life. Our passion is helping our clients articulate how they want to live their life and showing them the path to get there.
I live in Omaha, but I grew up working on a farm in western Nebraska. When I was actively on the farm, it was hard, unprofitable work. We did it because we loved it. Even though the farm doesn’t exist anymore, it taught me money is an essential tool but true wealth is beyond money. This is the same belief I come to work with every day.
I am a Certified Exit Planning Advisor with a BS from the University of Nebraska at Lincoln and I am currently pursuing the Certified Financial Planning designation. While away from the office, I love spending time with my wife, Ashley, and our two daughters.
Growing up my parents would take us fishing every chance they got. They were hard working Midwest folks that knew the importance of investing in the right things to build a legacy. Those trips taught us patience, adaptability and how to create your own good luck through planning. Those lessons are timeless and were foundational for my growth in the investment industry. John Buchan said, “The charm of fishing is that it is the pursuit of what is elusive but attainable, a perpetual series of occasions of hope.” We are in the business of compounding hopes into realities through thoughtful planning, time tested strategy and discipline.
I am a Registered Investment Advisor with 24 years of experience working with individuals, businesses, and retirement plans. I enjoy experiencing life and nature with my family. We are frequent travelers and love to push our minds, spirits, and bodies in different ways to never stop growing.
“What impact are you having” is something I grew up hearing my parents say. Being able to leave a lasting, positive impact is a passion of mine and has been instilled into my thoughts and actions. Now today, it has translated to my work ethic and everyday life.
I graduated from the University of Nebraska at Omaha with my BSBA and concentration in Marketing and enjoy working with others to see goals accomplished. I love traveling and exploring new places near and far with family and friends.
For over two decades, Buckingham Strategic Partners has provided portfolio management and back-office services to a select group of Independent Financial Advisors and their clients. Buckingham Strategic Partners helps Independent Wealth Management Groups like Ellerbrock-Norris Wealth Strategies, LLC manage more than $34 billion in assets as of September 2019.
Buckingham Strategic Partner’s Investment Committee builds portfolios that aim to capture the returns of global stock and bond markets helping investors reach their long-term goals. Since trading, fees, and expenses can have a real impact on performance, all Buckingham Strategic Partner’s portfolios are managed to help control risks, control costs, and minimize taxes.
*Buckingham Strategic Partners investment committee is not directly employed by ENWS. ENWS and Buckingham Strategic Partners are not related firms.