Team

Nick has been with the firm since 2008. He has a series 6, 7, 63 and 65. Additionally he carries an Insurance License as well as achieving designations as Accredited Asset Management Specialist (AAMS(R)) and Behavioral Financial...

Dan is a graduate of the University of Nebraska at Omaha and carries a Certified Public Accountant designation. Dan has worked with a range of diverse clients since 1992 with an emphasis on tax planning and preparation, small business...

Ale joined the team in January, 2019. She came to us with many years of customer service experience. Ale lives in Schuyler with her husband, Victor and their four children, Alyza, Adrian, Aurora and Ana Maria. They all enjoy spending...

Jessie joined the team in May, 2016. She has extensive experience in working with clients to help with and solving investment challenges.   As an Investment Advisor Representative

Kathy is an Omaha native and a graduate from the University of Nebraska at Omaha. Kathy brings accounting and pension administration experience to our team, having worked in real estate, investment brokerage services, as well as...