• Call Us (402) 827-4467
• Email Us Send us a message

Our Team

• Rick Small

  Financial Advisor

Financial Professional

• Stephen Andersen

  Financial Professional

• Megan Beckman

  Financial Professional

• Chris Coffman

  Financial Professional

• Verna Curry

  Financial Advisor

• Seth Edgil

  Financial Advisor

• Pam Goswick

  Financial Professional

• Bryan Holen

  Financial Advisor

• James Janssen

  Financial Professional

• Bret Klabunde

  Financial Advisor

• Josh Mikus

  Financial Advisor

• Brian Phares

  Financial Professional

• Ben Siebler

  Financial Professional

• Will Wittler

  Financial Professional

Leadership

• David Guttery, RFC

  CEO

• James Christensen, Jr.

  Founder & Financial Advisor

• Robin Martin, cABCF (Hon), FLMI, ACS, AIAA

  Operations Director

• Nigel O'Mahony

  Chief Marketing Officer

• Wanda Caffrey

  VP - Financial Planning Operations & Financial Advisor

• Jim Pflug

  Chief Financial Officer, Financial Professional

• Randy Trost

  Director of Training & Development

Support

• Christy Anderson

  Client Service Associate

• Julie Fugh

  Registered Assistant

• Laurie Hatfield

  Practice Manager

• Patricia Hughes

  Director of Finance & Contracting

• Lori Kastrup

  Registered Assistant

• Julie Koborg

  Brand Manager

• Donna Kreikemeier

  Administrative Assitant

• Kimberly LeGary

  Client Service Director

• Noah Lohan

  Junior Financial Professional

• John Loudon

  Paraplanner

• Susan Marshall

  Client Service Associate

• Sara McCullough

  Client Service Associate

• Jessica McMillen

  Client Service Assistant

• Melissa Phelan

  Registered Assistant

• Janet Stull

  Registered Assistant

• Meredith White

  Practice Manager