Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- College Savings
- Charitable Giving
Certifications
AAMS™
Accredited Asset Management Specialist™
Team Members
- Marcie RothSr. Branch Office Administrator
- Kathleen LongsteinBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 03:30PM |
Mon | 07:30AM - 03:30PM |
Tue | 07:30AM - 03:30PM |
Tue | 07:30AM - 03:30PM |
Wed | 07:30AM - 03:30PM |
Wed | 07:30AM - 03:30PM |
Thu | 07:30AM - 03:30PM |
Thu | 07:30AM - 03:30PM |
Fri | 07:30AM - 03:30PM |
Fri | 07:30AM - 03:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 03:30PM |
Mon | 07:30AM - 03:30PM |
Tue | 07:30AM - 03:30PM |
Tue | 07:30AM - 03:30PM |
Wed | 07:30AM - 03:30PM |
Wed | 07:30AM - 03:30PM |
Thu | 07:30AM - 03:30PM |
Thu | 07:30AM - 03:30PM |
Fri | 07:30AM - 03:30PM |
Fri | 07:30AM - 03:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Phone
(402) 489-0161Fax
(888) 483-2304Office Address
2133 Winthrop RoadLincoln, NE 68502opens in a new window
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