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Wealth Management
TEAM

Customized investment strategy built around your life, your needs, and your values.

Your Private Client Services Wealth Management team can develop a smart, customized investment approach that’s built around you and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom-built for you – and only you. As part of the Private Client Services team, your Wealth Management advisor coordinates your investments with the rest of your financial picture for a balanced approach.

Our team provides services to affluent individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.

Click HERE for products and services.

Damian Howard

Damian Howard, CFA

Director of Investment Services

Omaha, NE

402-221-0178
Email Damian

Jay Nova

 Jay Nova, CFA

Director of Wealth Management

Omaha, NE
402-502-9475
Email Jay

BOOK AN APPOINTMENT
Clinton Rushing

 Clinton Rushing, CFA

Senior Investment Officer

Omaha, NE
402-221-0188
Email Clinton

Blake Plath

 Blake Plath

Wealth Advisor

Omaha, NE
402-221-0162
Email Blake

BOOK AN APPOINTMENT
Lauren Mozur

 Lauren Mozur

Investment Officer

Dallas, TX
469-619-4888
Email Lauren

 

 

Click HERE for products and services.


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
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