The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Samuel James Hogeland

Samuel James Hogeland

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investment Management


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


Our Staff

Alyssa J. Hogeland

Alyssa J. Hogeland

Office Manager

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

Toni L. Werkmeister

Client Service Manager

Jenny Goodrich

Client Service Specialist