Myles Anderson

Myles Anderson has worked in the financial services industry since May 2024, with experience focused on retirement planning support.

In his role, he works closely with clients and internal teams to assist with key aspects of the financial planning process, including retirement income planning, tax-aware planning coordination, and client service. Myles values a thoughtful, detail-oriented approach and believes financial planning is most effective when it is aligned with each client’s goals.

Education & Credentials

• Bachelor of Science in Business Administration, University of Nebraska at Omaha
• Series 65
• Life and Health Insurance License
• Certified Financial Fiduciary®

Myles and his wife live in Omaha, Nebraska. They enjoy taking scenic trips around the country to visit new places. In his free time, Myles enjoys watching both college and NFL football and maintaining an active lifestyle.