top of page
About Us
KH_Vert_RGB-Blue.png

ABOUT US

Our focus is on building personal relationships through portfolio customization for each and every client.

Tom-Kerins.jpg

Tom Kerins

President

Chief Economist

Deb-Hendrickson.png

Deb Hendrickson

Vice President 

Wealth Advisor

Todd-Darnold, PhD.jpg

Todd Darnold, PhD

Wealth Advisor

Meagan-Hassebrock.jpg

Meagan Hassebrock

Wealth Advisor

Deb-Koch.jpg

Deb Koch

Wealth Management Operations

Jackie-Pfannenstiel.jpg

Jackie Pfannenstiel

Client Relations Coordinator

IMG_3950_edited_edited.jpg

Alex Brinkman

Senior Operations Leader

Services

QUOTES FROM OUR FOUNDERS

We have never wanted to be the biggest Wealth Management firm, but we always strive to be the best. We believe we are the best kept secret in Omaha.

Tom Kerins, President | Chief Economist

CUSTOMIZED PORTFOLIOS

We partner with our clients through all of life's occasions to determine the appropriate investment strategy to meet your objectives. Each portfolio is comprised of an individualized investment approach built upon extensive research and a strong knowledge base of global markets, economics, and tax strategy awareness.

We are here for you. It is our desire and fiduciary responsibility to put your needs first and act in your best interest.

  • Funding Retirement

  • Estate Transitions

  • Job Transitions

  • College Funding

  • Large Life Purchases

OCCASIONS

FOUNDING PRINCIPLES

TRUST

Acting in the Client's Best Interest

INTEGRITY

Building Strong Foundations

FAITH

Guiding Compass

TRANSPARENCY

Managing Wealth with an emphasis on prioritizing Client Communications

Contact Us

Check the background on FINRA's BrokerCheck

bottom of page