Our Omaha, NE Team

Executives

Alex Rodawig

Managing Director, CWM

Joanna Swanson

Vice President, CWM Operations and Advisor Support

Paul West

CFP®, CAP®, CExP
Managing Partner

Wealth Advisors

Kyle Hatch

CFP®
Senior Wealth Advisor

Jim Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Mark Lookabill

Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Pete Mullen

Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Michele Schreck

Wealth Advisor

Daniel Leal

CRPC®
Wealth Advisor

Camille Koppenberg

Wealth Advisor

Brady Marlow

CFP®, AEP®, CAP®, CPWA®, CExP™
Wealth Strategist

Alex Jensen

CFP®, CPWA®, AEP®, CEPA
Wealth Strategist

Client Services

Diane Stewart

Client Service Manager

Nicole Ray

Private Client Manager

Peggy Monahan

Private Client Manager

Priscilla Fiala

Client Service Manager

Vinie Goracke

Client Service Manager

Operations

Denise Scofield

Client Service Associate

Erik Tena-Vigil

CFP®
Wealth Planner

Lisa Wisnia

Client Service Associate

Mary McDonald

Client Service Associate

Patrick Bevan

MBA
Paraplanner

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Mike Lawrence

CFA®
Portfolio Manager

Research Department

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®
Director, Wealth Planning

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner