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With more than 30 years of supporting financial advisors.
Jack V1

Jack Connealy, CFP®, ChFC®, CLU®

President and CEO

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

Anne V1

Anne Mack

Managing Director

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

Tom V1

Tom Cook, CFP®, CFS®

Vice President of Business Development

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

Nick Schriever V1

Nick Schriever

Director of Business Development

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

Ryan V1

Ryan Allred

Director of Practice Management

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

Taylor V1

Taylor Cleveland

Director of Transition

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

Sandi V1

Sandi Budny

Director of Onboarding

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

Lisa V1

Lisa Synowicki

Director of Advisor Relations

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

Steph V1

Stephanie Johnson

Director of Operations

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

Ben V1

Benjamin Dingwell

Senior Transition Associate

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

Hana V1

Farhana Afreen

Senior Operations Associate

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

Deanna V1

Deanna Taylor

Senior Operations Associate

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

Heather V1

Heather Harms

Senior Client Services Associate

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

Janice V1

Janice Zach

Senior Client Services Associate

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

Tyler V1

Tyler Woods

Practice Management Associate

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

Liz V1

Liz Milacek

Advisor Relations Associate

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

Racquel V1

Racquel Galloway

Operations Associate

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

Michelle V1

Michelle Parsons

Operations Associate

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

Deb V1

Debra Greitens

Administrative Associate

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

Tammi V1

Tammi Rea

Administrative Associate

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

Nick Neisius V1

Nicholas Neisius, CFP®

Wealth Advisor

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

Luke V1

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

Wealth Advisor

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