Our Team

Mike is passionate about coaching and helping people and businesses to be more financially successful. He works with businesses and individuals to map out and execute their financial plans, and also offers educational seminars and workshops on topics like retirement planning and social security optimization.

Mike runs Dave Ramsey Financial Peace seminars and is one of only ten advisors in the Omaha area that Dave Ramsey connects to those seeking investment help. He has completed Dave Ramsey’s Financial Coaching program.

Nancy is all about taxes—she thrives on helping clients navigate complex tax matters and ensuring compliance. Outside of work, she loves spending time with her dogs and her husband.

Lisa brings a bright, chipper personality and is often the friendly voice available when Mike is working with clients. She is well-versed in the Dave Ramsey Financial Peace program, having completed the course with her husband. Lisa also supports tax and accounting services for the business.

Vincent has his accounting degree and is in the process of obtaining his CPA.  Vincent has been working in the Public accounting world for 9 years in various capacities.  

Vincent loves to play golf and was on his college golf team.

Wealth Management is our trusted back-office partner, managing over $3 billion in assets for CPAs nationwide. This partnership allows us to dedicate more time to working directly with our clients. Founded in 1999, Wealth Management has over 75 staff and is owned by Integrity Marketing, a large private equity group employing thousands of advisors and staff across the U.S.

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We custody clients’ assets with Charles Schwab, a large, independent institution that ensures maximum transparency and security. This provides peace of mind, knowing your assets are safely invested and independently held.

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