“I love the fact that First Nebraska Trust Company is solely focused on serving the needs of our clients and business partners…It keeps things simple and straightforward.”

• Bachelor of Science Degree from Loyola University
• CERTIFIED FINANCIAL PLANNER (CFP®)
• Chartered Advisor in Philanthropy® (CAP®)
• Omaha Estate Planning Council (Member)
• Volunteers Assisting Seniors (Vice President of Board)

C.J.’s prior experience includes working as a Technical Editor and instructor on CFP® Programs at Kaplan, a Financial Services Professional with Mass Mutual, and, most recently, serving as a Vice President & Trust Officer with Bank of America for six years. C.J. also has a designation as a Chartered Advisor in Philanthropy®. As a trust officer, C.J. serves clients in all areas of estate and trust administration with great empathy and has added expertise in the areas of closely owned businesses and long term financial planning. His ability to build relationships is a benefit to helping clients understand their estate plan. C.J. and his wife, Cindy, relocated from Atlanta to Omaha in 2011 and have three children. C.J. enjoys time spent with family, outdoors, reading, introspection, gardening, cooking and with their loyal companion, Saint.