
Putting
people first.
Get to know our leadership team
Leadership at the Omaha office is dedicated to doing good for our clients, employees and community.

Jennifer Brase
Managing Partner


Nate lives southwest of Lincoln with his wife, Cassie, and their children Aberdeen and Emerett. As a family they enjoy spending time together and the outdoors. Nate and his team specialize in retirement distribution planning, privately held businesses planning, and medical professional planning.

Cari Brown
CLF®, CLU®, ChFC®
Chief Financial Officer

Matt Liefer
Director of Supervision

Jennifer Lechler
Director of Training and Development

Kelly Krings
Chief Marketing Officer

Taylor Belling
Director of Marketing

Alec Prokupek
Director of Planning/Technology Consultant
Andrew Hoffman
Talent Acquisition Recruiter
