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...
*Michael Ostdiek is not registered as an Investment Advisor Representative and cannot offer advisory products or services in that capacity.
Cassi has been a member of the team for over 6 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 front desk administrative assistant. She grew up in Grand Island, NE. She as 2 beautiful daughters and lives here in Lincoln. She has over 8 years of excellent customer service experience....
Kevin has been in been working in financial services since 2018 and working on all elements of financial planning with a focus on retirement planning and helping new business owners. He is an active member of the Lincoln Independent...
Lindsey has been in the insurance business since 2002. She is an independent agent with Wade Insurance Agency. Being an Independent agent offers the freedom to choose the company best suited for her customers. She offers all types of...
Investment Advisor Representative
Tom has 7 years of experience in financial planning with a focus on estate planning and charitable giving. He is a current member of the Society of Financial Services Professionals and is currently serving on the board. Tom is a member...
LUTCF, Insurance Consultant- Insurance/Group Benefits
Mick is a graduate of the University of Nebraska with a BS degree in Ag Economics and the LUTCF...
I have been in the insurance and investment industry for 10+ years. I have since focused my business in retirement income planning, which I received my RICP designation. RICP stands for “Retirement Income Certified Professional...
Brenden has 4 years of experience in financial planning for both individuals and business owners. He specializes in money management and lifestyle goal planning. Brenden is taking his CFP and ChFC classes currently, with hopes of...
John is one of Alpha's Health and Medicare Specialists. He is not affiliated with Woodbury Financial.
My name is Kolby Blatchford, and I became a financial advisor in 2016 to help businesses and individuals reach their financial goals. My personal ambition is to prepare and protect the businesses and professionals that make up our...