We help our clients achieve their financial goals and avoid financial disasters. Understanding our clients current situation and anticipating their needs is at the core of our process. We ask the critical questions and listen carefully to what they say and what they mean.
Senior Vice President - Wealth Management
Larry, a certified public accountant, has been in the financial services industry in the Lincoln Community for over 45 years. While a CPA, he provided consulting, income tax and audit services to a range of businesses and individuals. During his 20 year career in banking, he served as Executive Vice President and Chief Financial Officer. In his 18 years as a financial advisor, Larry has provided consulting and financial planning services to individuals and organizations. Larry and his wife Bets have two children and four grandchildren and remain active in many community and arts organizations.
AZ, CA, CO, CT, FL, IA, MI, MO, NE, NY, OR, SD, TX, WA, WY
Matt Frederick has been in the financial services industry for over 14 years. After graduating from Doane College with a degree in Economics and Finance, Matt joined The Hartford and spent 9 years in their investment products marketing division. Matt joined Larry in 2004 to form The Frederick Group. Matt's responsibilities are focused on working with high net worth clients, the implementation of the team's asset allocation process, client lending needs, insurance reviews and retirement plan oversight. Matt and his wife Clover have two children and are active in many community organizations.
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, MI, MO, NE, NM, NV, NY, OH, OR, SD, TN, TX, UT, WA, WY
Christopher William Freeman
Chris, a graduate of the University of Nebraska-Lincoln, has seven years experience in the financial services industry. He has had significant experience and responsibility in portfolio management, investment research and administration. Chris manages the group's operations, portfolio research and administration. Chris has a daughter and is active in various community organizations.
AZ, CA, FL, IA, IL, MI, MO, NE, NY, OR, SD, TX, WY
Senior Client Service Associate
Sharon has been in the financial services industry for more than 20 years, working for several financial services firms in both Lincoln and Omaha and holds her Series 7, 63 & 65 securities licenses. Sharon is a graduate of the University of Nebraska. Sharon began working with The Frederick Group in 2001. Sharon's responsibilities are primarily focused on the execution and ongoing service and support of the client's financial plans, which includes fund disbursements, online support and document processing. Sharon and her husband Mike have four children along with four grandchildren.
Crystal A. Frederick
Client Service Associate
Crystal, a graduate of Nebraska Wesleyan, is new to the financial services industry. Over the past 14 years, she has been working at NAI FMA Realty in the Commercial Real Estate industry. She and her husband Nick have 3 children and she is active in various community organizations.