As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Independent, Unbiased Investment Strategy
We understand that providing Americans with objectivw investment advice is critical to pursuing their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.
The Firm’s Mission Is Clear
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best – create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
Registered Financial Consultant
Rick is a Series 7 Registered Representative and a Registered Principal with LPL Financial, and is a member of the International Association of Registered Financial Consultants.
Excellent Customer Service
You can expect us to deliver proactive and unparalleled service. As our partner, we will return calls promptly and thoroughly answer questions you may have. We also aim to simplify and explain complex matters so you are comfortable and confident as we develop and monitor your goal-based plan. We believe education is key to a successful partnership and we are here to help eliminate complexities when it comes to your wealth management plan.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Asset allocation does not ensure a profit or protect against a loss.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Rick has helped clients work toward achieving their financial goals for over 20 years. He is a graduate of the University of Nebraska and began his career in 1985 with one of the leading financial service firs on Wall Street. This foundation has enabled Rick to provide a well-rounded financial planning experience for his clients. Rick specializes in working with individual investment accounts, estate planning & evaluation, trust accounts, retirement plans, and also with corporations, foundations, and endowments.
During his years in the industry, Rick has been recognized for the financial advice, education, and services he has provided. Rick is a Registered Financial Consultant, RFC®, holds a Series 7 and 24 FINRA registrations through LPL Financial, and is currently enrolled in the Certified Financial Planner Practitioner program.
Rick has lived in the Lincoln area for over 25 years and is active in his church as well as a member of Lincoln Independent Business Association, active with the Nebraska Rebounders Club, and a YMCA volunteer coach. Rick and his wife Lisa have 2 children, Abby and Jonathan. In his free time he enjoys traveling, sports and music.
Building and maintaining personal client relations
Oversees daily branch operations and quality control
Coordinates marketing and client relations
Tammy has over 20 years of experience in the financial industry. She started her career in the field of banking before moving into the area of retail investment services. Tammy earned a Bachelor of Arts degree from the University of NE-Lincoln. Her interests include traveling, reading and spending time with her children.
Processing client updates and changes to existing portfolios
Payton is originally from a small town in the panhandle of Nebraska. She recently graduated from the University of Nebraska—Lincoln with a Bachelor of Science in Business Administration. In her time off she enjoys reading, baking, and being outdoors.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
The investment products sold through LPL Financial are not insured Pinnacle Bank deposits and are not FDIC insured. These products are not obligations of the Pinnacle Bank and are not endorsed, recommended or guaranteed by Pinnacle Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OK, OR, PA, SD, TX, VA, WA, WI, WY