Welcome

I seek to provide comprehensive wealth management advice to help connect all of the pieces of your financial life into a cohesive plan for the future.  Because everyone is different, I tailor my recommendations to fit your unique set of goals and challenges.  The in-depth knowledge of you, combined with my in-depth knowledge of planning and investing, will help us to create strategies aimed at trying to achieve the things you really want.
Services Include
  • Professional Portfolio Management1
  • Corporate Retirement Plans2
  • Financial Planning3
  • Estate Planning Strategies4
  • Planning for Education Funding5
  • 529 Plans6
  • Divorce Financial Analysis7
  • Cash Management8
  • Lending Products
  • Annuities9
  • Long Term Care Insurance10
Securities Agent: TX, NE, WA, VA, SD, SC, RI, OR, OK, NV, NJ, NC, MO, MN, KS, IN, IL, IA, GA, FL, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals.  My role is to work with you to help you develop a plan that lays out a clear path to your goals -- a plan that I develop in collaboration with you and one that you can follow with confidence in the face of the market's ups and downs.

Together, we will explore a broad range of topics that are likely to influence your financial future -- from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision.  What I learn will become the foundation for a financial and investment strategy based on who you are and where you want to go.  Only then will I talk with you about the details of investing:  how much risk makes sense, your asset allocation, and which investments are right for your portfolio.

But that's just the beginning.  Over time, I will revise your plan to reflect new aspirations and priorities, helping your plan keep pace as the markets change and your life unfolds.

    My Clients

    Change is a constant of life.  Successful families face unique opportunities and challenges during many of these transitions:

    Job Change
    Starting a new business
    Sale of a business
    Marriage
    Birth of children/grandchildren
    Divorce
    Retirement
    Caregiver
    Death of a loved one
    Generational wealth transfer/gifting

    I strive to keep your big picture in focus while helping you navigate life's transitions with confidence.

      About Me

      I grew up in north central Nebraska in the small town of O'Neill.  My parents as well as my brother and his family still reside there.  After graduating from O'Neill High School, I went on to achieve my undergraduate degree at Wayne State College.  While at WSC, I played 4 years on the Women's Basketball Team and was later inducted into the Wayne State Athletic Hall of Fame.  After undergraduate school, I began working in the insurance industry and attended the University of Nebraska at Omaha and obtained a Master's in Business Administration with an emphasis in Portfolio Management.  Following graduate school, I began my career at Morgan Stanley Smith Barney in 2006.

      My husband, Mike, and I have been married since 2003.  Mike is from Wichita Kansas and is a graduate of Wichita State University.  We met in Omaha while playing on a basketball team together.  We are a very active couple and enjoy sports, outdoor adventures and travel.  In 2013, our family grew with the adoption of our newborn son, Zachary.  As a family, we love to go boating, hiking, biking, snow skiing and anything else we find adventurous.

      We are members of Stonebridge Christian Church and support the local Food Bank, CASA for Douglas County, Make-A-Wish Foundation and Youth Emergency Services.

        Client Service Team

        • Michael Bogue - Registered Associate

        Location

        13625 California St
        Ste 400
        Omaha, NE 68154
        US
        Direct:
        (402) 399-6143(402) 399-6143
        Toll-Free:
        (800) 228-3309(800) 228-3309
        Fax:
        (402) 399-6336(402) 399-6336

        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

        AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        A Parent's Guide to Talking to Your Kids About Money

        A Parent's Guide to Talking to Your Kids About Money

        Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Market Information Delayed 20 Minutes
        1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

        Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

        9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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