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
