FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Who We Are Welcome

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Meet Our Team

Nicholas Dostal

Nicholas A. Dostal, AAMS®, BFA™

Registered Representative / Investment Advisor Representative

(402) 352-2000

402-352-3626

Dan  Grieb

Dan Grieb

Investment Advisor Representative

402-399-0832

402-399-5343

Jessica Yost

Jessica Yost

Investment Advisor Representative

402-352-2000

402-352-3626

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