Our Mission: To deliver peace of mind to our clients and to empower their visions of tomorrow


Our advisors

Mike Wincek, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Mike Wincek

Financial Advisor

Managing Director
Learn more about Mike Wincek
James Pekelder, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

James Pekelder

Financial Advisor

Managing Director
Learn more about James Pekelder
Scott Prai, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Scott Prai

CFP®

Financial Advisor

Learn more about Scott Prai
Dave Casteel, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Dave Casteel

CFP®

Financial Advisor

Associate Vice President
Learn more about Dave Casteel
Justin Bostic, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Justin Bostic

Financial Advisor

Associate Vice President
Learn more about Justin Bostic

Our team

Debbie Alvarado

Debbie Alvarado

Registered Practice Associate,

Practice Manager

Personal Intro

Debbie enjoys spending time with her husband Eli, dog Carmel, and her cat Odie. Debbie & Eli enjoy spoiling their grandniece – Phoenix by taking her to the Zoo, Children’s Museum, Lauritzen Gardens & exploring the great places that Omaha has to offer. She also enjoys spending time with entertaining extended family & traveling. Debbie volunteers with Heartland Hope Mission, Together Inc, & Habitat for Humanity builds.

Qualifications

  • Series 7, 63, 65 licensed
  • Life and Health Insurance License

Roles & Responsibilities

  • She directly supports Mike Wincek, Dave Casteel, and Justin Bostic and is responsible for client service, day-to-day administration of accounts and practice management.
  • She enjoys providing an interactive approach to the relationships we build and continues to develop and cultivate these experiences with our clients.
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Deb Knust

Deb Knust

Client Service Associate,

Practice Manager

Personal Intro

Deb enjoys spending time with her husband Phil, their three sons and daughter-in-laws and eight grandchildren. Other interests are traveling, photography, golf, attending sporting events and concerts and cheering on the Nebraska Cornhuskers, Kansas City Royals and Kansas City Chiefs. Deb volunteers and supports the Karen refugees from Burma/Myanmar as they resettle and build their lives in Omaha.

Qualifications

  • Series 7 and 63
  • Notary Public

Roles & Responsibilities

  • She provides direct support for James Pekelder and Scott Prai and is responsible for client service, day-to-day administration of accounts and practice management.
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Lynn Nepple, AAMS<sup>®</sup>, RICP<sup>®</sup>

Lynn Nepple, AAMS®, RICP®

Registered Practice Associate,

Practice Manager

Personal Intro

Lynn graduated from Briar Cliff University with a degree in Business Administration. Outside of the office, she enjoys spending time with her husband, Nate and daughter Olivia (3). She enjoys traveling, watching Nebraska Huskers and Creighton Blue Jays, golfing, and skiing and volunteering with the Heartland Hope Mission and various other organizations.

Qualifications

  • Series 7, 9/10, 63, and 65
  • Life and Health Insurance Licensed
  • Accredited Asset Management Specialist (AAMS®)
  • Retirement Income Certified Professional (RICP®)

Roles & Responsibilities

  • Lynn assists with the team with preparing Financial, Medicare, and Social Security strategies.
  • Lynn is a Retirement Income Certified Professional (RICP®), allowing her to provide advice on a broad range of retirement topics, including income needs & objectives, estate issues, & social security.
  • Lynn has also earned the Accredited Asset Management Specialist (AAMS®) designation, which allows her to give more comprehensive financial advice and build stronger client relationships.
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