The Team

Rath, Walling & Associates
Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Scott Rath

Scott Rath

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
AR License #2186191

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Craig Walling

Craig Walling

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

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Tracey Jackson

Tracey Jackson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Small Business
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

B.A., Economics, Macalester College, St. Paul, Minnesota

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Justin Davis

Justin Davis

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

•BS Bachelor of Science - Wayne State College - Wayne, NE

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Our Staff

Lorraine Rasmussen

Lorraine Rasmussen

Office Manager