Our Team

Our Team

The people who work at CalmWater Financial Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Dave Amick

Investment Adviser Representative and Network Program Manager

Phone: (800) 850-6827
Fax: (402) 371-4411

People often ask Dave, “What do you do for CalmWater?” Admittedly, he says, it’s hard to answer that question when financial planning is such an all-encompassing task. “Most people think all we do is investing, but, in reality, that is just one of many pieces to a much larger puzzle.” Working alongside Chuck Olsen, Dave enjoys taking care of clients around the country. “Meeting one-on-one with people and help putting a plan in place that achieves their objectives and that they understand is my favorite part of what I do,” says Dave. “Going into retirement is an extremely stressful time because of financial uncertainty…our goal is to take that stress away and provide peace and comfort knowing that our team has helped them put all of those puzzle pieces in the right place.”

In addition, Dave also serves as manager of the CalmWater Financial Network which serves over 40 Nucor locations around the United States with the help of 50 financial advisors. The CalmWater Financial Network provides financial education and personal financial planning to thousands of Nucor teammates.

No doubt, Dave wears many hats for CalmWater, and that’s just the way he likes it.

His background and experience are vast and diverse. An honors graduate of Butler University in Indianapolis, Indiana, he started his professional career in broadcasting doing both television news and sports reporting along with many years as a morning radio personality. Throughout his broadcasting career, however, he always stayed tied to his business roots. Throughout the past 17 years, he has been a part of starting a few successful businesses and continues to be involved with many of them today.

Growing up, Dave always wanted to be a farmer and a pilot. Even though neither is his full-time profession, he actively enjoys both. Whether it’s moving bales of hay on his tractor to feed cattle or flying himself to a business meeting, he likes to say, “I’m livin’ the dream.” He also has a passion for music and enjoys playing live gigs around the area with his band. Dave and his wife, Amber (who is a cardiovascular nurse practitioner), have three fantastic and very active kids, Dylan, Dawson, and Abigail. They live west of Norfolk, Nebraska, on their farm, where they enjoy raising cattle, fishing, riding ATVs, and the many other joys of country living. They are actively involved in their church and have a passion for helping St. Jude Children’s Research Hospital. In addition, Dave has served on many organizational boards and committees throughout the years to help improve our region and support local charities, and he is often called on to emcee local fund-raising events—especially if it benefits kids and our military veterans.

Ryan B. Anderson, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Phone: (800) 850-6827
Fax: (402) 371-4411

With more than 15 years of experience helping investors manage their financial goals, Ryan enjoys working with his clients through the many facets of the financial planning process. Realizing this process is much more than just business, Ryan seeks to create a personal and positive experience for each one of his valued clients.

After graduating from Augustana College in Sioux Falls, South Dakota, Ryan began his financial services career at a large national firm. Wanting to pursue the freedom that an independent investment firm offers, Ryan joined CalmWater Financial Group as an investment adviser representative of Commonwealth Financial Network®. Following his desire to offer his clients versatility and comprehensive knowledge spanning a broad range of financial planning ideas, Ryan completed the rigorous training to become a CERTIFIED FINANCIAL PLANNER™ practitioner in the summer of 2011.

When asked what his passion in life is, Ryan simply states, "family." It is with this same passion and purpose that he seeks to enrich the lives of other families. Ryan focuses his energy on listening to his clients and using that valuable information to develop comprehensive wealth management strategies tailored to meet their individual goals.

Ryan and his wife, Brooke, chose Norfolk as their home and the place to raise their three children, Wil, Jack, and Andi. Along with spending time with his family and watching the kids grow, Ryan enjoys traveling, golfing, and coaching his sons in soccer and basketball. 

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Ryan B. Anderson is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Boden D. Bierman, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Phone: (800) 850-6827
Fax: (402) 371-4411

 

Bo first gained interest in the financial planning and investment industry after he and his wife completed Dave Ramsey’s Financial Peace University course in 2008.  Having been in commercial construction management, he found his analytical side to be useful when it came to helping his clients design and implement a financial plan.  Bo enjoys the opportunity to meet the financial planning needs of his clients all around the country.

Graduating from the University of Nebraska with a Bachelor’s of Science in Business Administration, Bo went on to complete the necessary training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. He has a consistent approach that focuses on six key areas: budgeting and cash management, investment planning, insurance planning, retirement planning, tax planning, and estate planning. He can help you design a financial plan that is consistent and efficient through all six phases.

Having been born and raised in the small town of Battle Creek, Nebraska, Bo has an appreciation for the good hard-working people of the Midwest.  He knows that every dollar matters and he carries that philosophy over in his work in the finance industry with his valued clients. He and his wife, Robin, share these same values with their four sons.

The Bierman family stays very busy with many of the kids' activities, but they make time to enjoy entertaining friends and family and going to the lake. Bo also enjoys watching college football and doing woodworking projects. In addition, the Biermans are very active in their church and school.

Kyle Fuchtman

Wealth Management Advisor

Phone: (800) 850-6827
Fax: (402) 371-4411

Drawn to the financial planning business through his college internship, Kyle has a deep fervor and experience in helping both white collar and blue collar families design and implement financial planning strategies whether they are just starting their career or preparing to retire.

Raised in the rural town of Creighton, Nebraska and being the son of a construction owner Kyle has developed a strong work ethic.  He has taken that deep-rooted work ethic and applied it to the clients he serves day in and day out.  Kyle graduated from Midland University where he majored in Business Administration with concentrations in Economics and Management while playing football.

Kyle started his career at a large national firm before joining CalmWater Financial Group.  He currently has 14 years of financial planning experience in both insurance and investment planning.

Kyle and his wife, Jenny, live in Norfolk, Nebraska with their four children Haydin, Hadley, Knox and Greenlee.   Together as a family they enjoy being active as much as possible and being outdoors.  Their favorite time of the year is every Spring and Summer when they are able to enjoy time at their families cabin.

Terry J. Heimes, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

Phone: (800) 850-6827
Fax: (402) 371-4411

From the time of his first mutual fund purchase at age 12, Terry’s interest in the world of finance began to grow. By age 17, while working for a local bank, he knew he wanted a career in the investment industry. Pursuing this dream, he enrolled at Wayne State College, where he graduated with a BS in business administration with a concentration in finance. He went on to become a CERTIFIED FINANCIAL PLANNER™ practitioner through the College of Financial Planning in Denver, Colorado. Terry’s enthusiasm for his practice and commitment to his clients has not slowed down since.

Terry understands that financial planning is a process, not a one-time event, and he seeks to be there every step of the way. It is Terry’s goal to partner with his clients in their financial planning by helping them set financial objectives and providing the tools needed to participate more actively in the investment process, giving them direction in the development of their financial plan.

Terry has been recognized by our broker/dealer, Commonwealth Financial Network®, with both Winners Circle and Vista Club—distinctions based on annual production. Only approximately 30 percent of the firm's advisors earn this honor, which recognizes advisors' commitment to offering clients the highest level of service. We are proud to work alongside Terry each day as part of our CalmWater Financial Group team.

Terry and his wife of 20 years, Sandy, live in Norfolk and are very involved with their church, schools, and community. They enjoy an active schedule with their four children. The Heimes family likes spending time together traveling, boating, and participating in various water recreations. Terry also enjoys watching and coaching his children’s sporting activities.  

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Terry J. Heimes is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Jesse Hinrichs, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Financial Consultant®, Chartered Life Underwriter®

Phone: (800) 850-6827
Fax: (402) 371-4411

With more than 18 years of financial planning experience helping clients manage and create clarity around their financial goals.  Jesse enjoys creating and continually updating financial plans for his clients. Throughout the years, Jesse has developed skills to work with individuals, families and businesses that are motivated to plan today as they look to the future.  “It is a true privilege to become not only an advisor on your team but to get to know our clients and their families personally”.

Jesse grew up in Fremont, NE and with ties to northeast Nebraska, moved to Norfolk after graduation from Midland University, Jesse worked with a national firm prior to joining Calmwater.  Wanting to pursue the freedom that an independent investment firm offers, Jesse is excited about what additional opportunities Calmwater will bring to his clients.  Jesse, went on to complete the rigorous training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. Additionally, he holds the Chartered Financial Consultant® and Chartered Life Underwriter® with the American College of Financial Services.

Outside the office, Jesse and Molly stay busy with the activities that their 3 kids, Lauren, Noah and Ellie are involved in.  Additionally, they enjoy anything outdoors, from camping, biking, boating.  When not at work or with family, Jesse enjoys the opportunity to play golf and coach youth sports.

Brenden Olsen

Registered Associate

Phone: (800) 850-6827
Fax: (402) 371-4411

Growing up in a home where his father was a CERTIFIED FINANCIAL PLANNER professional, Brenden knows first-hand the impact a financial advisor can make in a person’s life when proper planning is in place. Out of a genuine concern and desire to help people reach their financial goals, Brenden determined that financial planning was the career path he wanted to pursue. Brenden graduated from Kansas State University in 2016 with a degree in personal financial planning. He also studied for two years at Nebraska Wesleyan, where he enjoyed participating in track and football. While attending Kansas State, Brenden worked as an intern here at CalmWater Financial Group and is now a full-time registered associate and paraplanner to Chuck Olsen.

His passion for sports, specifically track and field, has continued with Brenden assisting with the Norfolk Optimist Youth Track meets. He serves as the head track and field coach at Lutheran High Northeast and occasionally helps with the Lutheran High football team. 

Brenden and his wife, Lindsay, met at Kansas State on a country swing and dance team. They make their home in Norfolk and are the proud parents of a beautiful daughter, Payton, and the family dog, Oakley. In his free time, Brenden enjoys outdoor sports including hunting, fishing, and golf, and he participates in summer softball and volleyball leagues around Norfolk.

Chuck G. Olsen, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

Phone: (800) 850-6827
Fax: (402) 371-4411

(It was announced In February 2019 that Chuck Olsen had been named to Forbes’ 2019 list of “Best-in-State Wealth Advisors.” The list is available for review on Forbes.com and a condensed version is included in the February issue of the national magazine.  Congratulations Chuck!)*

Seeking to help others realize their financial dreams, Chuck focuses his energy and extensive investment knowledge on developing 21st-century financial strategies that are centered on his clients’ retirement needs and legacy goals. This unique approach to the financial planning process, along with his investment knowledge, has made Chuck a sought-after speaker.

Following his desire to offer his clients versatility and a comprehensive knowledge spanning a broad range of financial planning ideas, Chuck completed the rigorous training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. Since that time, the firm now known as CalmWater Financial Group has grown to include four other CERTIFIED FINANCIAL PLANNER™ professionals and eight support staff members.

Since the firm joined Commonwealth Financial Network® in August 2011, Chuck has been recognized for his service to clients earning both the Chairman's and Leaders distinctions. We are proud of Chuck for his service and dedication to his clients, which led him to earn these distinctions based on annual production, placing him among the top 3 percent of Commonwealth's 1,700 financial advisors across the U.S.  

A longtime advocate for environmental conservation, Chuck served as a trustee for the Nebraska chapter of The Nature Conservancy. His love of the outdoors is something he enjoys sharing with those around him. Dedicated to impacting the next generation and making a difference in today’s youth, Chuck serves as the director of the Norfolk Youth Track Program which currently has more than 500 club members. His roots run deep with the sport of track and field—he became an eight-time NCAA All-American in college in the sprinting events. His involvement in the community also includes completing his term as president of the Norfolk Rotary Club where he was honored as "Rotarian of the Year" in 2009. You may also see Chuck around the airport in his spare time, as he is also a licensed pilot.

Chuck is a graduate of the Nebraska Wesleyan University with a degree in business administration (finance). The Olsen family enjoys spending time together horseback riding, hunting, fishing, flying, and doing many other outdoor activities. 

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Chuck G. Olsen is proud to have been recognized as a Chairman's Level advisor for 2017—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here

1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

 

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

 

Travis D. Riggert, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

Phone: (800) 850-6827
Fax: (402) 371-4411

First attracted to the investment industry through a college finance course, Travis set out to use his passion for numbers to help others. Through a mutual friend’s introduction, Travis developed a rapport with Chuck Olsen, the firm’s senior partner. It was through this meeting that his pursuit of an investment career was solidified. Now, with more than 15 years in the industry, Travis enjoys the opportunity to meet the financial planning needs of clients around the country.

Graduating from Doane College with a BA in finance, Travis went on to complete the necessary training to become a CERTIFIED FINANCIAL PLANNER™ practitioner. Travis has a consistent approach that focuses on six key areas: budgeting and cash management, investment planning, insurance planning, retirement planning, tax planning, and estate planning. He can help you design a financial plan that is consistent and efficient through all six phases.

Growing up on a farm just outside of Pierce, Nebraska, Travis developed a deep appreciation for community and a love of the outdoors. In addition, he knows what hard work is all about, and it carries over in his work in the finance industry with his valued clients. He and his wife, Gretchen, share these same values with their son and four daughters. The Riggert family stays very busy with many of the kids' activities, but they make time to enjoy entertaining friends and family, camping, and fishing. Travis also enjoys many sports, including football (which he played in college), golf, and hunting, and he has even won some BBQ competitions. In addition, the Riggerts are very active in their church, schools, and community.

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Travis D. Riggert is proud to have been recognized as a Founder's Club advisor for 2017—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

Jack H. Rother, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®

Phone: (800) 850-6827
Fax: (402) 371-4411

Drawn to the investment industry by his desire to help people, Jack works one-on-one with individuals and families to help them design and implement comprehensive financial plans. Jack specializes in working with retirees and pre-retirees to walk them through the various financial steps of retirement. 

Raised on a small farm in Wolbach, Nebraska, Jack learned the value of an honest day’s work. It is upon this same principle of honesty that Jack seeks to build his client relationships. He graduated summa cum laude from Morningside College in Sioux City, Iowa, with a major in business administration. In 2012, Jack went on to complete the necessary training to earn the CFP® practitioner certification.

Jack’s enthusiasm and dedication were also seen on the college basketball court where he earned ESPN’s Academic All-American Award, NAIA's All-American Award, GPAC’s Defensive Player of the Year, and Team MVP.

Jack and his wife, Teryn, live in Norfolk with their sons Avery, Amic, and Abren; and their dog, Kemba. Together as a family, the Rothers enjoy outdoor activities, traveling, and watching movies. When he is not working or with his family, Jack enjoys volunteering in the community (with Kiwanis, United Way, and the American Red Cross), golfing, playing sports, hunting, and fishing.

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Jack H. Rother is proud to have been recognized as a Founder's Club advisor for 2017—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

James T. Wapelhorst, ChFC®, RCIP®, CLU®, WMCP®, CASL®

Chartered Financial Consultant®, Retirement Income Certified Professional®, Chartered Life Underwriter®, Wealth Management Certified Professional®, Charted Advisor for Senior Living®

Phone: (800) 850-6827
Fax: (402) 371-4411

James T. Wapelhorst joins CalmWater Financial Group as a Wealth Management Advisor who is passionate about his work with clients. He brings over 10 years of industry experience he gained through his previous work with a nationwide Financial Planning firm.

James and his team are excited about helping their clients get organized and prepared financially to achieve their goals by using a straight forward and yet refined Financial Planning process. Their beliefs around planning are simple-“Your life is complex enough your Financial Plan shouldn’t be adding to it”.

He works with his clients in the following areas: Pre and Post Retirement Planning, Tax efficient income strategies, Investments-Including ETF, Mutual funds and Individual securities, Insurance solutions, College Funding and Personal Financial Planning. 

As an avid reader and lifelong learner James has been a student of the American College of Financial Planning for over a decade. During that time the following Financial Planning Designations have been awarded to him:

ChFC®-Chartered Financial Consultant

RICP®-Retirement Income Certified Professional

CLU®-Chartered Life Underwriter

WMCP®-Wealth Management Certified Professional

CASL®-Chartered Advisor for Senior Living

He is currently pursing the Accredited Estate Planning (AEP®) designation awarded by the National Association of Estate Planners & Councils.

Growing up in Norfolk, Nebraska and marrying into a farm family located just outside of Pierce he has a great appreciation for rural Nebraska. His wife, Sarah, along with their children Weston and Willow enjoy spending time at the family cabin in the Sandhills of Nebraska where laughter, sunshine and abundant trout fishing are plentiful. James spends much of his free time enjoying the great outdoors and when time allows traveling to experience the sights and sounds of this beautiful planet we are all fortunate to call home.

 

Sara Arlt

Registered Assistant

Phone: (800) 850-6827
Fax: (402) 371-4411

Known for her unique ability to bring poise and thoughtfulness to a variety of situations, Sara has distinguished herself as the "go-to" person for just about any project. Whether our clients need assistance with their accounts or our advisory team requires her skill for a project, Sara accepts the challenge with enthusiasm. Utilizing her more than 20 years of financial experience, Sara pursues her goal of ensuring that our clients receive the highest level of customer service.

Growing up in the small community of Humphrey, Nebraska, Sara went on to Kearney State College to receive a BS in business administration with an emphasis in marketing. Sara also holds and maintains a Nebraska state insurance license along with the FINRA Series 6 and 63 securities registrations (held through Commonwealth Financial Network®).

When not working, Sara can be found relaxing at home reading a good book, scrapbooking, or enjoying time with her husband, Scott, and their two children. 

Shannon Bloomquist

Executive Assistant

Phone: (800) 850-6827
Fax: (402) 371-4411

Shannon joined our team in the summer of 2011 as our operations manager, bringing with her the resources and knowledge she gained from her previous financial services experience. Her unique ability to organize multiple projects and systemize office procedures while managing the day-to-day operations of the firm has helped to streamline our business.

Shannon is a hometown girl who was born right here in Norfolk, Nebraska. She is a graduate of Wayne State College with a BS in chemistry of health sciences. She has a great appreciation for Midwest living and the small-town atmosphere. That appreciation helps her to relate with clients on a personal level. Her witty personality brings a calming, light-hearted aspect to everything she does.

Shannon’s greatest passion is family. She loves spending summers camping, boating, and jet-skiing with family and friends. She also enjoys the freedom of riding her motorcycle. Shannon is a diehard Husker football fan and an avid sports watcher. Shannon resides in the Norfolk area with her husband, Eric, and their daughter.

Jody Carlson

Office Manager

Phone: (800) 850-6827
Fax: (402) 371-4411

Jody joined the CalmWater Financial family in the spring of 2015 with more than 20 years of customer care experience in the areas of insurance, investments, and economic development. Assisting the advisors with the many behind the scenes details of our office, taking care of client needs, and using her creativity to plan customer appreciation events and marketing initiatives are among her responsibilities.

A lifelong resident of Northeast Nebraska, Jody graduated from Madison High School and earned an executive secretarial associate's degree from Northeast Community College.

Jody and her husband, Scott, have three grown children, Stephanie (and her husband, Sam), Daniel, and Molly. When Jody is not in the office, she enjoys spending time with her family, volunteering at her church, walking with friends, crafting, and trying new recipes.

Andrea Fritz

Wealth Management Associate

Phone: (800) 850-6827
Fax: (402) 371-4411

 

Andrea Fritz is a registered Wealth Management Associate; she began working in the financial planning industry in 2013. Her organizational skills and attention to detail are a great asset to the clients she works with, as well as the overall business. She maintains her Series 6 & 63 investment licenses and also has her life and health license. During her time in the industry, Andrea has worked closely with clients in the insurance field and really enjoys that aspect of financial planning.

 

Andrea grew up right here in Norfolk, Nebraska, graduating from Northwest Missouri State University with a BS in Marketing. She and her husband enjoy raising their 2 children in this small-town community with family and friends nearby. In her spare time, Andrea loves playing with her kids, reading and being outside when the weather cooperates. She is a big football fan and is always cheering for the Huskers and the Kansas City Chiefs.

 

Tricia Lammli

Wealth Management Associate

Phone: (800) 850-6827
Fax: (402) 371-4411

 

Tricia is a Wealth Management Associate at CalmWater Financial Group and has been in the financial planning field since 2010. Her attention to detail and exceptional customer service allows her to work closely with both clients and Advisors to help deliver comprehensive financial solutions. She maintains Series 6 and 63 investment licenses and also has her life & health insurance license.

Tricia grew up in Iowa and earned a Bachelor’s degree in Business from Iowa State University in 2003.  After living the military life for several years, Tricia and her husband Jason, who is originally from Stanton, NE, settled in Norfolk. With three young children, there isn’t much free time, but Tricia enjoys boating, going to the lake, and reading.  Tricia and her husband are also very involved in their kids’ school and church, serving on fundraising committees and various councils.

 

Brenda Larson

Executive Assistant

Phone: (800) 850-6827
Fax: (402) 371-4411

Brenda believes in providing clients with honest and dependable service. It is important to her to get to know the client and provide service that goes above and beyond what they expect to receive. This is evident by her desire and willingness to take on some of the more complex client service issues.

She grew up in Bloomfield—the heart of Northeast Nebraska—and received her executive secretarial associate's degree from Northeast Community College. She joined the firm in the spring of 2013 after working in the insurance industry for 25 years, bringing with her a Nebraska state insurance license. True to her belief in offering the best service, Brenda is always looking for new and better ideas to help with each client’s unique requests and improve the overall processes of the firm.

Always a family person, Brenda resides in Norfolk with her husband, Dwain, and their daughter. Away from the office, she enjoys spending time walking, reading, flower gardening, mother-daughter dates, and riding motorcycles with her husband.

Loyla Schaefer

Executive Assistant

Phone: (800) 850-6827
Fax: (402) 371-4411

By leveraging her more than 20 years of financial services experience, Loyla seeks to provide our clients with professional, comprehensive customer service. Her attention to detail and great sense of humor are two qualities that have helped Loyla enhance our client relationships with the firm. Motivated by her commitment to excellence and desire to help others, Loyla also went on to obtain her Nebraska state insurance license.

Loyla grew up on a small farm just outside of Coleridge, Nebraska. It is from this experience that she developed a deep appreciation for the peace and serenity that country living offers. Loyla and her husband, Rich, now live in Norfolk with their three sons.

A believer in the value of family, Loyla devotes her free time to her husband and sons. Along with attending her children’s various sporting activities, she also enjoys going to the movies, tending to her flower garden, and traveling.