CIO Wealth Strategies

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Sharon Kresse, Private Wealth Advisor serving the Lincoln, NE area - Ameriprise Advisors

Sharon Kresse

CFP®, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Kresse's website
David Knight, Private Wealth Advisor serving the Lincoln, NE area - Ameriprise Advisors

David Knight

CFP®, ChFC®, CLU®, AEP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Knight's website
Debra Cirksena, Private Wealth Advisor serving the Lincoln, NE area - Ameriprise Advisors

Debra Cirksena

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Debra Cirksena's website
Robert D Sieps, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Robert D Sieps

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert D Sieps's website
Marshall A Doughty, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Marshall A Doughty

CLTC®, APMA®

Financial Advisor

Visit Marshall A Doughty's website
Mason Doughty, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Mason Doughty

APMA®

Financial Advisor

Visit Mason Doughty's website
Madison Doughty, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Madison Doughty

CFP®, ChFC®, APMA®

Financial Advisor

Visit Madison Doughty's website
James Moore, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

James Moore

Financial Advisor

Visit James Moore's website
Kyle Warday, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Kyle Warday

APMA®

Financial Advisor

Visit Kyle Warday's website
Austin Knight, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Austin Knight

APMA®

Financial Advisor

Visit Austin Knight's website
Erin J Dillon-Pasillas, Associate Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Erin J Dillon-Pasillas

APMA®

Associate Financial Advisor

Visit Erin J Dillon-Pasillas's website
Dalton Knight, Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Dalton Knight

APMA®

Financial Advisor

Operations Specialist
Visit Dalton Knight's website
Felicia Hazen, Associate Financial Advisor serving the Lincoln, NE area - Ameriprise Advisors

Felicia Hazen

CFP®

Associate Financial Advisor

Operations Director
Visit Felicia Hazen's website

Team

Carol Bedrosky

Carol Bedrosky

Administrative Assistant

Shannon Thiele

Shannon Thiele

Office Manager

Kelsey Hively

Kelsey Hively

Client Service Manager

Michelle Wright

Michelle Wright

Client Service Manager

Andra Hubbard

Andra Hubbard

Operations Specialist

Allexys Johnson

Allexys Johnson

Operations Specialist

Nona Pittman

Nona Pittman

Client Concierge

Valerie Meyer

Valerie Meyer

Client Concierge

Peggy Wright

Peggy Wright

Assistant

Kresse Alvey

Kresse Alvey

Assistant

Kate Erb

Kate Erb

Administrative Assistant

Kylie Chapman

Kylie Chapman

Administrative Assistant