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!
Jonah enjoys a little friendly competition, whether it be on the golf course or when cheering on Creighton sports! To relax, he may find himself by the water with a fishing pole in hand or re-watching his favorite Seinfeld episodes.
Bachelor of Science in Business Administration with an emphasis in Financial Planning, Creighton University
Joined Our Team: 2023
When asked to describe Elyon, many would select the word dedicated. One place this shows is in his hobbies: hiking, cooking, baking, and 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
Nicole tries to live by her favorite piece of advice: Life is a grand adventure. Today, Nicole enjoys baking, playing games around the table with her family, or snuggling up with a good book. Growing up, her go-to entertainment was an episode of M.A.S.H.
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.
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
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.
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