2217 1st Avenue
Michael has been a financial advisor since 2007. He works directly with families and individuals to help them find strategies to pursue their retirement goals. He focuses on building investment strategies, providing financial planning, and servicing small business retirement plans.
He successfully completed the Accredited Wealth Management Advisor designation through the College of Financial Planning in 2013. He graduated from the University of Nebraska at Kearney, where he attained a Bachelor’s Degree in 2006.
Michael is originally from Eustis, NE and now lives in Elm Creek with his wife Shawna and three children: Braelynn, Carter and Allison. His leisure time includes fishing, hunting, sports and spending time with his family at the lake. Michael also enjoys being involved in the local community through various volunteer organizations including the Kearney Sertoma Club, Village of Elm Creek Village Board, Kearney Area Chamber of Commerce Leads Group, Leadership Kearney Class # 24 and the United Methodist Church.
Paul has been a financial advisor since 2016. He has a hands-on approach in working with clients motivated to pursue their financial goals. He focuses on in-depth financial planning, small business transition and retirement plans, investment management, and income strategies. He graduated from Doane College in 2016, where he attained a Bachelor’s Degree in History, Social Sciences, and Education.
Paul is originally from Benkelman, NE and now lives in the Kearney area. In his free time Paul enjoys golfing, spending time with his family, and going to Kansas City Chiefs games.
Kale joined our team in August 2021. He became licensed as a financial advisor in September 2022. Kale strives on supporting individual goals and offering financial strategies to his clientele by emphasizing his quality of service.
His primary focus includes wealth management, investment strategies, and performance analysis. Kale supports the overall firm with a specific focus on financial planning development and account trading.
Kale is originally from small town Burwell, Nebraska and currently lives in Kearney, NE. Kale graduated from the University of Nebraska at Kearney attaining a Bachelor of Business degree in 2019. Kale enjoys sports, hunting, fishing, and the outdoors.
Client Relations Associate
Amber is client relations associate. She joined our team in 2022. Her primary responsibilities include client service organization, business processing, preparation of client files, coordinating events, and leads our team’s marketing. She holds a Bachelor degree in exercise science from the University of Nebraska Kearney. Amber and her husband Cole live in Kearney with their two children. Amber enjoys spending time with her family and outdoor activities.
DeAnn joined our team in April of 2019 as an Advisor Assistant. She manages the general office duties and supports the team with day to day operations. She graduated from the University of Nebraska and holds a degree in Human Development and Family Studies. DeAnn and her husband, Vern, live in Kearney and have two grown daughters.