My Story and Services

As a financial advisor, I take great pride in working with my clients to help them attain their financial planning and wealth management goals, no matter what stage of life they may be in.   My clients enjoy working with me because they know I will tell them what they need to hear, not just what they want to hear.  This ability to have courageous conversations is what builds a relationship of trust and respect.  Ultimately it is the client who needs to make the final decisions, some of them which are not always easy, but a financial planner that has integrity and honesty as part of its core values will always strive to lead their clients down the right path. My promise to you is this – you will always be treated with kindness and the utmost respect and no one will care more about your financial well being than me.  I would welcome the opportunity to meet with you to discuss your goals – both financial and non-financial – and how I, backed by the tools and resources of Morgan Stanley, a leading global financial services firm, can help you in attaining your financial planning and wealth management goals and objectives. I am a lifelong student and believe that if you are not learning, you are not growing.  Throughout my career, I have pursued different educational goals no matter what industry I was working in.  I take pride in staying abreast of what is happening in the world of investments and finance so that I may bring even greater value to my clients. I hope to have the opportunity to talk with you soon to discuss how I can help you. Thank you for visiting my website.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Business Planning5
  • Cash Management6
  • Estate Planning Strategies7
  • Financial Planning8
  • Lending Products
  • Life Insurance9
  • Long Term Care Insurance10
  • Planning for Education Funding11
  • Professional Portfolio Management12
  • Retirement Planning13
  • Wealth Management14
Securities Agent: NE, WV, SD, SC, NY, ND, MO, KY, IL, IA, AZ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • Series 7 – General Securities Representative Exam
  • Series 66 – Uniform Combined State Law Examination
  • Financial Planning Specialist, 2018, Kaplan Financial Education, La Crosse, WI
  • Chartered Leadership Fellow, 2012, The American College, Bryn Mawr, PA
  • Group Benefits Disability Specialist, 2009, The National Underwriter Company, Erlanger, KY
  • Registered Employee Benefit Consultant, 2007, The American College, Bryn Mawr, PA
  • Registered Health Underwriter, 2006, The American College, Bryn Mawr, PA
  • Life and Health Insurance Licensed since 2005
  • Master of Business Administration, 1988, Webster University, Jeffersonville, IN Campus
  • Bachelor of Arts, Accounting and Business Administration, 1984, Bellarmine College, Louisville, KY

Working With You

I have always enjoyed helping people in attaining their goals.  In particular, for me, there is nothing as rewarding as helping my clients in reaching their financial goals, whether they are with education planning, retirement planning, estate planning or wealth management. 

In order for me to help you reach your goals, I need to get to know you to learn your objectives.  That knowledge is obtained by me asking a lot of questions of you to help me learn your goals – personal, professional, financial and non-financial.  It is the insight that is garnered from your responses to these questions that allows me to learn more about you and how I may best be able to serve you.  

Financial planning is not a one size fits all approach.  Most clients do not have the same primary financial need, investment objectives, risk tolerance and investment time horizon.  These will vary based upon your goals.  I work with my clients to develop a financial plan that is laser-focused on doing the things that are going to put my clients in the best position to meet their goals. 

Financial planning is also not a “one and done” approach.  Your financial plan should evolve as your needs do.  I believe in having consistent communication with my clients so that we are always on the same page and to ensure that as your needs change, we can make any necessary changes to your financial and investment strategy.    

A relationship between a financial advisor and a client needs to be built on trust, respect and complete transparency in order to flourish and help you hit your financial goals.  Should I have the privilege of working with you, please be assured that I will always have your best interests at heart and as the basis for any recommendations that I provide to you as my client.    

I would welcome the opportunity to meet with you to discuss how I can help you.

    Associations

    • Center Sphere
    • Make-A-Wish Foundation through partnership with Morgan Stanley
    • Greater Omaha Chamber of Commerce
    • Omaha West Rotary Club
    • Western Douglas County Chamber of Commerce

    Location

    13625 California St
    Ste 400
    Omaha, NE 68154
    US
    Direct:
    (402) 399-6169(402) 399-6169
    Toll-Free:
    (800) 228-3309(800) 228-3309
    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Ken Thomason today.
    Market Information Delayed 20 Minutes
    1Investors 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.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    4Morgan 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.

    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.

    6Morgan 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

    7Morgan 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.

    8Morgan 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.

    9Insurance products 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.

    11Morgan 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.

    12Morgan 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.

    13Morgan 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.

    14Morgan 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.

    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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