About Us
We help provide individuals, families, and small businesses with comprehensive financial management services. You can trust our team of experienced financial professionals to be honest, direct, and supportive throughout the entire process.
Today we have financial professionals that have chosen to connect to our firm due to our strong commitment to service and relationship.
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oUR HISTORY
The firm’s history dates back over one hundred years, as our Lincoln office was founded in 1912 and our Omaha office traces its origin to 1922. The two offices consolidated their operations in 2002, then merged with Nebraska-based Central Financial Services in 2019.Â
OUR MISSION
We aim to positively impact the lives of those who value financial commitment while also developing lifelong relationships along the way. Our goal is to be the premier financial services firm recognized for leadership within the industry and our local communities. Â
50
States Doing Business In
15,000+
Clients
LEADERSHIP & Administration
Under the guidance of our CEO, Corey Poulosky, our leadership team has decades of experience supporting our financial professionals and advisors in their mission to bring integrity and service to their clients to provide our clients with the highest level of professionalism.Â
Corey Poulosky
Steve Suhr
Preston Speece*
Nate Moore*
Cory Boyer
Michelle Pierce
Nancy Wilson
Teresa Hespen
Claire Erb
Julie Bailey
For decades, our team of professionals has provided strategies to our community members’ financial planning and business strategy needs. Many of our advisors and administrators are actively involved with local charities and non-profits. We’re proud to be known as a firm engaged in supporting our local communities for growth and development.
cAREER OPPORTUNITIES
We’re always looking to add highly qualified advisors to our team of professionals. If you’re interested in supporting the unique financial needs of your community, we encourage you to reach out today.Â
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Want more information?
Contact Lincoln Office: (402) 423-4022
Contact Omaha Office: (402) 397-1952