Your Support
With more than 30 years of supporting financial advisors.
Jack Connealy, CFP®, ChFC®, CLU®
President and CEO
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F: (402) 483-2584
Anne Mack
Managing Director
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Tom Cook, CFP®, CFS®
Vice President of Business Development
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Nick Schriever
Director of Business Development
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F: (402) 483-2584
Ryan Allred
Director of Practice Management
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F: (402) 483-2584
Taylor Cleveland
Director of Transition
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Sandi Budny
Director of Onboarding
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Lisa Synowicki
Director of Advisor Relations
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Stephanie Johnson
Director of Operations
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Benjamin Dingwell
Senior Transition Associate
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Farhana Afreen
Senior Operations Associate
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Deanna Taylor
Senior Operations Associate
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Heather Harms
Senior Client Services Associate
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Janice Zach
Senior Client Services Associate
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Michelle Parsons
Operations Associate
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Racquel Galloway
Operations Associate
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Debra Grietens
Administrative Associate
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Tammi Rea
Administrative Associate
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Nicholas Neisius, CFP®
Wealth Advisor
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F: (402) 483-2584
Luke Alexander, CFP®, CRPC®, J.D., MBA
Wealth Advisor
P: (800) 262-9538
F: (402) 483-2584