Financial Planning
Feel confident with professional planning and goal setting.
Our Financial Advisors
Connect with an Investment Advisor
Our Investment Team
Sam Asrari
- Financial Advisor | Fort Collins
John Barrientos, CLU®, ChFC®, RICP®
- Financial Advisor
- Papillion | Bellevue
Ryan Decker
- Financial Advisor | Omaha
Adam DeLaughter
- Financial Advisor
- Omaha | Council Bluffs
Eric Elmore
- Financial Advisor | Texas
Bri Faulkner
- Financial Advisor | Omaha
Matthew Ferguson
- Financial Advisor | Omaha
Diane Kopf Foley, CRPC®
- Financial Advisor
Justin Gifford
- Financial Advisor | Illinois
Ben Hanssen
- Financial Advisor | Colorado
Melody Hohn
- Financial Advisor | South Dakota
Brianna Hook
- Financial Advisor | Illinois
Lindsey Leaf
- Financial Advisor | Greeley
Jonathan Lohmann
- Financial Advisor | Kansas
Rob Lynch
- Financial Advisor | Boulder
Jessica Manion
- Financial Advisor | Alliance
Jamie Masilko
- Financial Advisor | Norfolk
Dale Mitchell
- Financial Advisor | Omaha
Matt Mohnsen
- Financial Advisor | Omaha
Jeremy Palensky
- Financial Advisor
- Omaha | Harlan
Tom Reyes
- Financial Advisor
- Omaha | Council Bluffs
Joan Sacha
- Financial Advisor | Omaha
Mark Schafer
- Financial Advisor | North Platte
Jeremy Siragusa
- Director | FNBO | Omaha
- Branch Manager | RJFS
Travis Stoecker
- Financial Advisor | Kearney
Mark Vance
- Financial Advisor | Omaha
Frank J. Ward, MPAS®
- Senior Manager | FNBO | Omaha
- Financial Advisor | RJFS
Jill Wilson
- Financial Advisor | Fort Collins
Retirement Planning
Set yourself up for life after work.