We help our clients achieve their financial goals and avoid financial disasters. Throughout the process, our team is actively engaged and takes a hands-on approach, enabling us to understand your current situation and anticipate your needs. We know the critical questions to ask and we listen closely to what you say.
We employ a detailed process which includes understanding you, your family and your goals, evaluating your current financial situation, identifying risks to your financial security, collaborating with your attorney, CPA, trustee and insurance consultant, developing financial projections, evaluating your income and estate tax situations and providing specific recommendations designed to help you reach your goals. We also regularly review your situation and outside influences to determine if changes in your plan are warranted.
Senior Vice President - Wealth Management
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Matt has been in the financial services industry since 1997. 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. He joined Larry Frederick (retired) in 2004 to form The Frederick Group. Matt has significant expertise and extensive experience with high net worth clients, analyzing their situation and working with them to develop a custom plan that fits their needs and aspirations.
He is an Accredited Wealth Planning Associate through College for Financial Planning and is a Senior Portfolio Manager through UBS.
Matt and his wife Clover have two children and are all active in many philanthropic and community organizations. He currently serves as a board member for the Lincoln YMCA on their finance committee. Previously, he served 16 years on the Y's Youth Sports Committee and was recognized for his volunteer efforts as both a Youth Sports Board member and coach.
AK, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, MA, ME, MI, MO, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY
Justin Reineke has been in the Financial Services since 2000. After graduating from Nebraska Wesleyan with a degree in Business Administration and Finance, Justin spent 8 years with in lending with Wells Fargo and has been a Financial Advisor for the last 11 years. Justin'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.
Justin enjoys attending sporting events, golfing, reading and volunteering in the community. Justin and his wife Kelly have 2 children.
AZ, CA, CO, CT, FL, IA, IL, MA, MI, MO, NE, NV, NY, OR, SC, SD, TX, WA, WY
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 is married and has a daughter and is active in various community organizations.
AK, AZ, CA, CO, FL, GA, IA, ID, IL, MA, MI, MO, NE, NY, OR, SD, TN, TX, WA, WY
Crystal, a graduate of Nebraska Wesleyan, joined the Frederick Group in 2014. Before joining the team Crystal spend the past 14 years 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.