Effective Janurary 1, 2025, David Guttery, a valued member of our team, will transition to CEO of inSOURCE Financial Advisors. David has been in practice for 34 years and brings a wealth of experience and a deep commitment to providing exceptional service.
We’re excited to announce this strategic leadership transition. While nothing is changing in the level of experience and dedication our clients have come to expect, this transition marks a new chapter of continued growth and success.
David is eager to build upon the strong foundation established by Jim, ensuring the same experience and unwavering commitment to helping clients achieve their financial goals. The transition allows Jim more time to focus on his clients, further enhancing the personalized service we provide.
It’s an exciting new chapter we look forward to navigating with our clients and partners.
Jim Christensen has been serving clients in the financial services field since 1982. Two years later, he earned his securities license. For 14 years he worked in the Nebraska agency of Ameritas, until opening inSOURCE in 1996.
Since that time, inSOURCE has grown into an organization offering its clients products designed to change their life and most importantly, providing guidance necessary to help secure financial well-being. Today, clients recognize inSOURCE in five complementary fields: inSOURCE Inc., inSOURCE Benefits Group, inSOURCE Financial Advisors, inSOURCE Real Estate and inSOURCE Rx.
A lifetime Omaha resident, Jim is passionate about taking care of his clients and doing what is best for them. He also enjoys the great outdoors with his family, whether it be snowmobiling in the Northwoods of Wisconsin or boating on Lake of the Ozarks.
Location: La Vista, NE