Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Investment Advisor Representative
CLU-Certified Life Underwriter Has a legal requirement to do what is in the best interest of the client President of Society of Financial Services Professionals Qualified member of Million Dollar Round Table (MDRT)* 21 years of...
LUTCF, Insurance Consultant- Insurance/Group Benefits
Cassi has been a member of the team for over 5 years. She is licensed in Life Insurance, Health Insurance, and Annuities. Cassi is also a notary. She is married and has 4 beautiful kids. She grew up in Crete, NE but has lived in...
Customer Relationship and Marketing Specialist
Kathy has been a member of the team for over 6 years. She specializes in client relations and marketing. Her responsibilities include scheduling client reviews and meetings, and organizing seminars and workshops. Kathy is originally...
Stephanie is our most recent staff person. She grew up in Grand Island, NE. She is married with a three year old daughter. She has over 7 years of excellent customer service experience. Stephanie assists with the operations of the...