5508 Avenue N
We have a combined total of over 60 years in financial services.
All our team members were born and raised in Central Nebraska.
We are strongly committed to our clients and our community.
Ron holds both the Certified Financial Planner™, Behavioral Financial Advisor™, and Certified Kingdom Advisor™ designations. He is also a member of the Financial Planning Association and the Financial Services Institute. Emily also holds the Certified Financial Planner™ designation. Ron, Emily and Tristan hold both the Series 7 General Securities License and the Series 66 Combined State Securities License.
We take the time to …