Phil McBride, CFP®

Phil believes in helping his clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. His mission is to help his clients attain financial freedom and peace of mind by spending time with them to truly understand their financial picture. Based on his client’s needs, he will create an investment allocation for them along with a proactive, holistic wealth plan that will help them make informed financial decisions throughout their life and achieve their financial goals.

Phil deeply cares about his clients and is always willing to go the extra mile for them. He forms such a deep relationship with his clients that many of them consider him family or a close friend. He always puts his clients first and will advise them to do what is in their best interest. He is looking for clients that want to have a life long relationship with their advisor. Phil’s niches include working with professional athletes, doctors, farmers, business owners and other professionals going into retirement.

Phil grew up on a farm in western Nebraska, near Ogallala, where he learned the importance of hard work, family and responsibility. Phil graduated summa cum laude from the University of Nebraska – Lincoln with a Bachelor of Science degree in agricultural economics and received his Master’s degree from Valparaiso University. Prior to joining the firm, he worked as a financial advisor, as an educator, and at the Chicago Board of Trade. Phil has earned his Certified Financial Planner™ (CFP®) designation. Phil’s Christian faith has played an important role in shaping his values and his outlook on life. He believes deeply in giving back to the community and is an active member of the TeamMates youth mentoring program. He was also a past recipient of the Big Brother of the Year award and spent two years serving inner city youth in Chicago, along with teaching freshmen at Papillion-La Vista South High School for another two years. He recently was the keynote speaker at Broken Bow’s 2013 Annual Chamber of Commerce Banquet and has been a guest speaker for the Husker football team the past few years to talk to them about personal finance.

Phil enjoys spending time with his family, friends, and his wife, Elishia. He loves to watch movies, read, work out, and watch sports, too.

I am a wealth advisor because I want to help people reach their financial goals and help them make educated decisions regarding their finances through a comprehensive wealth plan that will help them attain peace of mind about their financial future.

Contact Phil

Senior Wealth Advisor
Ext.223
Email Phil

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO Ext.204 Email Mark

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor Ext. 241 Email Steve

Phil McBride, CFP®

Senior Wealth Advisor Ext.223 Email Phil

Kent Koch, CLTC

Senior Wealth Advisor Ext.220 Email Kent

Shane Wissmann, CFP®

Senior Wealth Advisor Ext.215 Email Shane

Randy Korth, CPA

Senior Wealth Advisor Ext.239 Email Randy

Pamela Korth, CPA

Senior Wealth Advisor Ext.244 Email Pamela

Fred Lockwood, CPA, PFS

Senior Wealth Advisor Ext.224 Email Fred

Travis Portwood, CFA, CFP®

Chief Investment Officer Ext. 216 Email Travis

Allie Beckmann

Associate Advisor Ext. 254 Email Allie

Jenny Nichol, CPA, MBA

Chief Financial Officer Ext.207 Email Jenny

Jennifer Cook, CPA

Certified Public Accountant Ext.221 Email Jennifer

Terry Meier, CPA

Certified Public Accountant Ext.222 Email Terry

Justin Newland, CPA

Tax Manager Ext. 253 Email Justin

Jeff Hodgen, CPA, CVA

Tax Manager Ext. 229 Email Jeff

Michael Stanton

Director of Development Ext.219 Email Michael

Dennis Thomas

Wealth Planner Email Dennis

Julie Wooden

Operations Manager Ext.213 Email Julie

Daphne Brandt

Director of Client Services Ext.211 Email Daphne

Abbie Siemers

Accounting Specialist Ext.218 Email Abbie

Laura Dill

Compliance Coordinator Ext.214 Email Laura

Keisha Coufal

Billing Associate Ext.212 Email Keisha

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

Jen Plummer

Client Services Manager Ext.217 Email Jen

Suzanne Allen

Client Services Manager Ext.205 Email Suzanne

Teresa Laughlin

Client Services Manager Ext.238 Email Teresa

Andrea Schroeder

Client Services Associate Ext.252 Email Andrea

Kayla Buell

Client Service Specialist Ext.225 Email Kayla

Ryan Spencer

Staff Accountant Ext. 235 Email Ryan

Kayla Oltman

Staff Accountant Ext. 234 Email Kayla

April Witter

Staff Accountant Ext.251 Email April

Miranda Lowery

Accounting Assistant Ext. 226 Email Miranda

Brandy Woita

Staff Accountant Ext. 255 Email Brandy

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