Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Awards & recognition

  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Sharon Kresse, Forbes Best-in-State Women Wealth Advisors, 2025-2026
  • Debra Cirksena, Forbes Best-in-State Women Wealth Advisors, 2025-2026
  • CIO Wealth Strategies, Ameriprise Client Experience Award, 2021-2025
  • David Knight, AdvisorHub Advisors to Watch (over $1Bil), 2024-2025
  • Mason Doughty, Forbes Best-in-State Next-Generation Wealth Advisors, 2023-2025
  • Madison A Doughty, Forbes Best-in-State Next-Generation Wealth Advisors , 2023-2025
  • David Knight, Forbes Best-in-State Wealth Advisors, 2021-2026
  • David Knight, Ameriprise Circle of Success Chairman's Advisory Council, 2021-2026
  • Mark A Perry, Forbes Best-in-State Next- Generation Wealth Advisors, 2025

Community participation

As a team we Volunteer at the Lincoln Food Bank