Lincoln, NE Financial Advisor Office

Darrin Brumbaugh has been helping clients meet their financial goals since 1998. Darrin and his team partner with their clients to craft personalized strategic plans to meet present and future personal and financial goals. Through holistic planning, Darrin skillfully supports the goals of the business leaders, professional, and agricultural community.Visit my website

Expertise: Disability Income Planning, Fee-Based Financial Planning, Retirement Planning, Wealth Management, Business Risk Management, Business Succession Planning, Estate Planning, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning, Education Funding

Languages: English

Location: York NE, 68467

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David Darlington

CFP®, ChFC®, CLU®, MBA, MSFS

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Expertise: Employee and Executive Benefits Planning, Retirement Planning, Financial Planning, Estate Planning, Business Succession Planning, Wealth Management, Life Insurance Planning, Education Funding, Disability Income Planning

Languages: English

Location: Lincoln NE, 68516

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Matthew Egge

CLU®, CLTC®, ChFC®

Matt Egge has been helping clients meet their financial needs since 2007. Matt and his team understand that financial planning means something unique to everyone and will work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. He is passionate about partnering with clients who care about their family and the future.Visit my website

Expertise: Wealth Management, Retirement Planning, Business Risk Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Lincoln NE, 68516

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Cody Eiler

ChFC®

I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. I’m passionate about partnering with clients who care about their families and future and who appreciate the importance of high-quality education in regards to financial planning!Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Lincoln NE, 68516

LUTCF®

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Beatrice NE, 68310

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Nate Elias

RICP®, ChFC®

Nate lives in Lincoln, Nebraska with his wife, Karina and their three children, Sam, Evie and Axel. Nate graduated from the University of Nebraska-Omaha with honors in 2007. He has a passion for helping to empower clients to make positive decisions that impact their financial future. Nate enjoys working with both businesses and individuals planning to their financial goals and needs.Visit my website

Expertise: Financial Planning, Retirement Planning, Investment Strategies, Business Risk Management, Education Funding, Estate Planning, Long Term Care Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Business Succession Planning, Special Needs Planning, Business Continuation Planning

Languages: English

Location: Lincoln NE, 68516

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Derek FosterDerek and his team partner with their clients to craft personalized financial plans to meet present and future goals. Through holistic planning, Derek skillfully supports the goals of families, business owners, and the community.Visit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Succession Planning, Retirement Planning

Languages: English

Location: Lincoln NE, 68516

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Nic Grams

CFP®, RICP®, ChFC®, CLU®

I began my career at Northwestern Mutual, in 2011, with a passion of helping individuals, families, and business owners achieve their goals of financial security. Client education, proactive planning, and strong relationships are the foundation of my practice. I strive to be at the center of my clients’ financial lives by providing a lasting relationship while offering some of the best products.Visit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Education Funding, Employee and Executive Benefits Planning, Special Needs Planning

Languages: English

Location: Lincoln NE, 68516

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Carly KozealCarly thrives off of relationships and helping understand what truly makes people achieve ultimate happiness by being at the center of her clients' financial lives. Her passion for people found her starting a career at Northwestern Mutual and drives a successful financial planning practice.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies

Languages: English

Location: Lincoln NE, 68516

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