Member Directory

Bruce A. Zirpel, CFP, MBA

Managing Member

1819 N. 169th Plaza
Suite B
Omaha, NE 68118

(402) 505-3670
E-mail

Patrick Zimmer, CFP

(402) 297-0200
E-mail

Stephen Zey, CFP

1803 S Fillmore St
Papillion, NE 68046-4199

(402) 697-5984
E-mail

Jeovany Zelaya

3200 Farnam Ct
Apt 3705
Omaha, NE 68131-3432

(281) 408-9761
E-mail

Erin Wood, CFP, CRPC, FBS

Vice President - Wealth Planning

13321 California Street
Dodge Plaza, First Floor
Omaha, NE 68154

(402) 933-1894
E-mail

Dan Witt, CFP®

12702 Woolworth Avenue
Omaha, NE 68144

(402) 679-7873
E-mail

Shane Wissmann

Senior Wealth Advisor

3032 W Stolley Park Rd
Grand Island, NE 68801-7227

(308) 385-1500
E-mail

Elizabeth A. Williams, CFP

Financial Advisor

5801 Mark St
Papillion, NE 68133

(402) 331-1429
E-mail

Crystal Widick, CPA

Accountant

1007 Blaine St
Holdrege, NE 68949

(308) 995-6151
E-mail

Kris Westergaard, CFP®, AEP®

302 Jones Street
Ste 340
Sioux City, IA 51101

(712) 224-2914
E-mail