Five Decades of a Remarkable Journey
When inSOURCE Financial Advisors Founder James Christensen started selling insurance in 1982, he did so because he didn't have a choice. As a hemophiliac from birth, he couldn't do most jobs – he figured it was either drive a car for a living or do something out of the back of it. So, his car was his first office, and his friends were his first clients. Many still are, and that's our approach today – no matter where we go and grow, we do right by our clients, partners, and teams – like you would a friend.
InSOURCE Financial Advisors was founded by James in 1999. We’re a team of financial professionals headquartered in Lincoln, Nebraska, and represented by over 80 financial professionals across 13 states.
The agency is now led by CEO David Guttery, RFC., who acquired the business in January 2025.
InSOURCE Financial Advisors’ mission is to give our clients the best financial outcomes, transparent costs, and total peace of mind about their financial planning. We do this through independent, expert advice from teams with specialist knowledge in all areas of financial planning.
Our goal is to build long-lasting relationships upon foundations of trust which are focused upon the best interests of the client, for the attainment of their financial goals that embody ethical and industrial standards without compromise.
While inSOURCE Financial Advisors has offices across the country, our advisors are just as likely to be sitting with a client at a farmhouse table, a factory break room, or a boardroom in the city.
1982
James Christensen started in the insurance business, at age 23, selling from his Chevy Nova, working with Ameritas' Omaha Agency.
1986
Incorporation of James R. Christensen & Associates, with two employees. With offices at the former Blackstone Building – now the Kimpton Cottonwood Hotel at 302 S. 36th St. in Omaha.
1999
Changed company name to inSOURCE Financial Advisors.
2014
Opened office in Lincoln, Nebraska with four people.
2021
Partnered with Keystone Financial Group led by David Guttery, RFC at Trussville, Alabama.
2024
Opened new office in Fremont, Nebraska.
2025
Agency Acquired by David Guttery, RFC, Chief Executive Officer, with 80 Financial Professionals across 13 states.
Our Mission Who We Are. What We Do.
We strive to give our clients the best financial outcomes, transparent costs, and total peace of mind about their financial planning. We do this through independent, expert advice from teams with specialist knowledge in all areas of financial planning.
Our Vision What We Aspire To.
To be the most trusted financial advisors, offering the right advice at the right time to clients whose assets we treat as our own.
Our Values How We Do It.
- Commitment: We hire and partner with the best in the financial sector.
- Compassion: We work tirelessly to protect the dignity of all.
- Equality: We support diversity and never judge.
- Supportive: We strive to work with you, no matter what.
- Independent: We find the best solutions without fear or favor.
- Honest: We are transparent about charges and knowledge.