Andrea Schroeder

I am not really one to talk about myself so here goes.  I have a Bachelor of Arts in Education and German from St Louis University.  I am not a Nebraska native, but my husband is which is how I ended up here.  I live in Shelton with my husband.  My spare time is spent playing with and enjoying my grandkids.  Family: Husband – Ken, Children – Ana, Zach, and Hannah, Grandkids – Brynlee, Emerson, and Gage.  Something no one else knows about me: My Great-Aunt is Florence Henderson (aka Carol Brady).

Contact Andrea

Client Services Associate
Ext.252
Email Andrea

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
Email Mark
sharefile-button

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
Email Steve
sharefile-button

Travis Portwood, CFA, CFP®

Chief Investment Officer
Ext.216
Email Travis

Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
Email Phil

sharefile-button

Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
Email Kent
sharefile-button

Randy Korth, CPA

Senior Wealth Advisor
Ext.239
Email Randy

Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
Email Fred

sharefile-button

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
Email Shane

Josh Ream

Wealth Protection Specialist
Ext.245
Email Josh

Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
Email Jenny

Michael Stanton

Director of Development
Ext.219
Email Michael

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Laura Dill

Compliance Coordinator
Ext.214
Email Laura

Keisha Coufal

Billing Associate
Ext.212
Email Keisha

Jen Plummer

Client Services Manager
Ext.217
Email Jen

Brian Harmon

Trading Specialist
Ext.247
Email Brian

Dan Conroy

Client Services Manager
Ext.237
Email Dan

Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
Email Jennifer

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Suzanne Allen

Client Services Manager
Ext.205
Email Suzanne

Julie Wooden

Operations Manager
Ext.213
Email Julie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Gisela Barnett

Client Services Manager
Ext.238
Email Gisela

Andrea Schroeder

Client Operations Associate
Ext.252
Email Andrea

Pin It on Pinterest