Jeff joined the Beukelman Group in 2005. His responsibilities include portfolio development and implementation, market research and commentary, portfolio analysis and family office services. Jeff has completed the Certified Investment Management Analyst (CIMA®) certification through the Wharton School of Business at the University of Pennsylvania. A Hebron native, he returned to Nebraska in 2003 to become a Financial Advisor with Morgan Stanley after spending four years as an Associate Vice President at Christie's Fine Art Auctioneers in New York. Jeff graduated from the University of Nebraska with a BSBA in Economics. He enjoys distance running and traveling. Jeff has volunteered on various civic art boards in Lincoln.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, MA, ME, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Brannon joined the Beukelman Group in 2016. He is a financial planning analyst who helps to quarterback the organization and implementation of client investment/planning strategies in collaboration with the team's investment consulting and financial planning committees. Prior to his role on the team, he was a Wealth Planning Analyst for the UBS Colorado Rockies Market where he traveled the region - helping clients pursue their goals through comprehensive planning solutions. Brannon holds the Accredited Wealth Management Advisor (AWMA) and Certified Financial Planner (CFP) Designations.  Additionally, Brannon graduated from Taylor University in Indiana with a B.A. in Marketing and Management and currently enjoys hiking, biking, and skiing with his wife, Kim. He is also active in his local church and Rotary Club.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, WA, WI, WY

Sherry began her career in the financial services industry as a cashier at Shearson in 1980 and she joined the Beukelman Group in 2011.  Within the industry, she has also served in a variety of roles in operations, administration, and risk control.  She uses her business knowledge and genuine desire to help to lead our service team in providing the highest level of service to our clients.  A lifelong resident of Lincoln, Sherry and her husband, Ted, have two children, and recently became first-time grandparents.  When she isn’t working, she enjoys  family, long walks with her dog, and travel to tropical vacations during winter. 

Registered States:
AZ, CO, FL, IA, IN, NE

Leslie joined the team in June 2015.  After graduating from the University of Nebraska-Lincoln with a BS in Business Administration, she was employed as a Service Coordinator in the retirement plan services department with a local bank for the last 12 years.  She is responsible for serving the day-to-day needs of our clients, as well as coordinating our retirement plans.  Leslie and her husband Jared have two children, Addie and Landon who keep them very busy.  In addition, they enjoy playing sand volleyball, camping and live music. 

Registered States:
NE