Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
When looking for Joel, make sure to check the golf course and if he isn't there, he is spending time with his family. To Joel, all Husker teams deserve a GO BIG RED!
Involved in his school community, Jonah is a Business Research Fellow for the Menard Institute for Economic Inquiry and a member of the Alpha Kappa Psi Professional Business Fraternity. Off campus, Jonah can be found on the golf course, fishing, or re-watching his favorite episodes of Seinfeld.
Working Toward: Bachelor of Science in Business Administration with an emphasis in Financial Planning, Creighton University
Joined Our Team: 2023
Dedication comes easy to Elyon. One place you will see it shine is in the kitchen; whether it is working on a recipe at home or volunteering to cook and serve food to others in the community. Once he sets the spatula down, Elyon can be found outside on a hike or cheering on Boston basketball.
Through cooking and baking, Lori shows her friends and family how appreciative she is of the time that they spend together. When it comes to community, Lori shares her up-lifting personality with others while attending local events and Lincoln Girls Who Walk.
Associate in Business
Allison enjoys traveling; her favorite being road trips but most memorable destination is Cuba. In her free time, Allison volunteers and spends time with family.
Compassion is the name of her game! Haley enjoys volunteering as a licensed veterinary technician at local veterinary and shelter events, connecting with those in her church community, and cheering for Alabama football with her family.
From the mountains in Colorado to gardening to making a gooey s'mores over the fire, Meghan prefers to spend her time outdoors with family! When it is time to head inside, Meghan's focus turns to her church community, volunteering with youth, or re-watching Greys Anatomy.
You may pass Nicole riding the streets on her motorcycle or relaxing at home sewing and reading. When looking for structure, Nicole turns to her role as Sergeant in the Army Reserves.
Active around campus, Chaden participates in the Big Red Investment Club and intramural sports. Off campus, Chaden is easy-going! He enjoys days spent outside on the golf course, snowboarding, cheering on Miami basketball, and traveling – one of his favorite trips to date has been to Sweden!
Working Toward: Bachelor of Science in Business Administration with an emphasis in Finance, University of Nebraska- Lincoln
Joined Our Team: 2024
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