We offer a holistic, planning-based approach that applies a disciplined process of discovery, evaluation, plan formulation, implementation and ongoing review. You are kept a part of the process every step of the way to help ensure our recommendations always reflect your goals and circumstances.
Each member of our team brings distinctive experience, skills and perspectives, combining to form a well-rounded team with over 65 years of aggregate experience. Together we offer such wealth management services as:
- Financial goals and retirement planning
- Estate and financial planning strategies
- Investment advice and strategy
- Portfolio and risk management
- Investment research and analysis
Jason Dworak, CIMA®
Jason has ranked among Barrons’ Top Financial Advisors since 2010, Forbes America's Top 250 Wealth Advisors since 2017, and Forbes Best-In-State Wealth Advisors since 2018. He specializes in advising high net worth clients on portfolio and risk management, investment strategy, and estate planning. Jason graduated from the University of Nebraska with a degree in business finance and joined the corporate banking program at Norwest Bank prior to starting his career as an investment advisor in 1993. He studied at the Wharton School of Business to achieve the designation of Certified Investment Management Analyst (CIMA®). Jason and his wife, Renae, have four children and two grandchildren.
AL, AR, AZ, CA, CO, DE, FL, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NV, NY, OH, OK, PA, TN, TX, VA, WA, WV, WY
While originally from Lincoln, Brandon graduated with an economics degree from the University of Chicago. Brandon spent two years training with UBS in Chicago prior to joining the team. He is a CERTIFIED FINANCIAL PLANNER™ professional. His focus includes investment research and analysis, financial planning, retirement planning, and trade execution. Brandon and his wife, Amanda, have three children.
AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MA, MI, MN, MO, MT, ND, NE, NH, NV, NY, OH, OK, TX, WA, WV, WY
Amy graduated from Creighton University with a B.S. in finance and has been working with the team since 1998. She is FINRA registered and concentrates a majority of her time serving clients. Her other responsibilities include managing the service team and operational efficiency for the entire group. Most of Amy’s time away from the office is spent with her husband, Ryan, and their three children.
AR, AZ, CA, CO, DE, FL, IA, IL, IN, KS, LA, MA, MI, MN, MO, MT, ND, NE, NH, NV, OH, OK, WA, WY
Danielle grew up in Falcon, CO, and moved to Nebraska in 2008. She has since received her B.A. from the University of Nebraska at Kearney, where she studied literature and history. Danielle joined the team in June of 2011 and her responsibilities include client service and operational support. In her free time, she enjoys spending time with family and friends and is very involved in her church.
AR, CO, IA, MA, NE