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Wealth Management
MEET OUR TEAM

ABOUT US

At Security National Bank, our approach to the intricate world of wealth management is actually quite simple. We believe each client has a unique opportunity to improve the financial well-being of our local community. With this in mind, we let our tried-and-true expertise take the wheel.

wealth management team

Douglas Oldaker

Douglas Oldaker, J.D.

Executive Vice President, Wealth Management Division
402-221-0122
Email Douglas

Jim Kerkhove

Jim Kerkhove, J.D., CFP®

Senior Vice President
Trust Services Manager
402-221-0163
Email Jim

Gary Ward

Gary Ward, J.D.

Senior Vice President
Texas Director of
Wealth Management
469-749-8946
EMAIL GARY

Damian Howard

Damian Howard, CFA

Vice President
Senior Investment Officer
402-221-0178
Email Damian

Jon Jacobsen

Jon Jacobsen, J.D.

Vice President
Wealth Management Sales
402-449-0988
Email Jon

Brent A Boyce

Brent Boyce, CFA

Assistant Vice President
Investment Officer
402-221-0162
Email Brent

Johnaton Gibb

Johnathon Gibb, CFA 

Assistant Vice President
Investment Officer
402-221-0188
EMAIL JOHNATHON

Kevin Poots

Kevin Poots

Assistant Vice President
Trust Officer
402-221-0121
Email Kevin

David Shrader

David Shrader, CRPS® 

Employee Benefits Trust Officer
402-449-0939
Email David

Joseph Borghoff

Joseph Borghoff, J.D., CTFA

Trust Officer
402-221-0171
Email Joseph

 Chasity Carodine

chasity carodine 

Vice President
Trust Operations Manager
402-221-0149
EMAIL CHASITY

 

Karen Mentzer

Karen Mentzer 

Assistant Vice President
Trust Compliance Coordinator
402-221-0119
Email Karen

 


Disclaimer

Investment and Insurance Products:

  • Not FDIC Insured
  • Not a Bank Deposit
  • Not Bank Guaranteed
  • May Lose Value
  • Not insured by any Federal Government Agency

Start
Planning

Call us at 402-221-0183 today to get started!

Meet Our AdvisorsWEALTH MANAGEMENT Resource Library

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