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With more than 30 years of supporting financial advisors.
Jack C.

Jack Connealy, CFP®, ChFC®, CLU®

President and CEO

P: (800) 262-9538
F: (402) 483-2584

Anne M.

Anne Mack

Managing Director

P: (800) 262-9538
F: (402) 483-2584

Tom C.

Tom Cook, CFP®, CFS®

Vice President of Business Development

P: (800) 262-9538
F: (402) 483-2584

Support-Member

Nick Schriever

Director of Business Development

P: (800) 262-9538
F: (402) 483-2584

Ryan A.

Ryan Allred

Director of Practice Management

P: (800) 262-9538
F: (402) 483-2584

Taylor C.

Taylor Cleveland

Director of Transition

P: (800) 262-9538
F: (402) 483-2584

Sandi

Sandi Budny

Director of Onboarding

P: (800) 262-9538
F: (402) 483-2584

Lisa

Lisa Synowicki

Director of Advisor Relations

P: (800) 262-9538
F: (402) 483-2584

Steph J.

Stephanie Johnson

Director of Operations

P: (800) 262-9538
F: (402) 483-2584

Ben

Benjamin Dingwell

Senior Transition Associate

P: (800) 262-9538
F: (402) 483-2584

Farhana A.

Farhana Afreen

Senior Operations Associate

P: (800) 262-9538
F: (402) 483-2584

Support-Member

Deanna Taylor

Senior Operations Associate

P: (800) 262-9538
F: (402) 483-2584

Heather H.

Heather Harms

Senior Client Services Associate

P: (800) 262-9538
F: (402) 483-2584

Janice Z.

Janice Zach

Senior Client Services Associate

P: (800) 262-9538
F: (402) 483-2584

Support-Member

Michelle Parsons

Operations Associate

P: (800) 262-9538
F: (402) 483-2584

Support-Member

Racquel Galloway

Operations Associate

P: (800) 262-9538
F: (402) 483-2584

Deb G.

Debra Grietens

Administrative Associate

P: (800) 262-9538
F: (402) 483-2584

Tammi R.

Tammi Rea

Administrative Associate

P: (800) 262-9538
F: (402) 483-2584

Nick N.

Nicholas Neisius, CFP®

Wealth Advisor

P: (800) 262-9538
F: (402) 483-2584

Luke A.

Luke Alexander, CFP®, CRPC®, J.D., MBA

Wealth Advisor

P: (800) 262-9538
F: (402) 483-2584