The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Samuel James Hogeland

Samuel James Hogeland

Financial Advisor

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Designations

CRPC®, CRPS®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investment Management

Education

B.S., Business Administration/Finance, 1994, Nebraska Wesleyan University, Lincoln, NE
AR License #3172454

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Our Staff

Alyssa J. Hogeland

Alyssa J. Hogeland

Office Manager

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Qualifications

  • B.A., Business Management, Concordia University, Seward, NE 1999
Toni L. Werkmeister

Toni L. Werkmeister

Client Service Manager

Jenny Goodrich

Jenny Goodrich

Client Service Specialist