Get to know our leadership team

Leadership at the Omaha office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Jennifer Brase

Jennifer Brase

Managing Partner

Photo of Chief Marketing Officer Joselyn Wojtalewicz

Joselyn Wojtalewicz

Chief Marketing Officer

Photo of Director of Planning/Technology Consultant Alec Prokupek

Alec Prokupek

Director of Planning/Technology Consultant

Photo of Director of Recruitment and Selection Alyson Campbell

Alyson Campbell

Director of Recruitment and Selection

Photo of Managing Director Nathan Karges

Nathan Karges

ChFC®, CLU®, CLTC®

Managing Director

Photo of Managing Director Nate Kruse

Nate Kruse

CFP®, ChFC®

Managing Director

Nate lives southwest of Lincoln with his wife, Cassie, and their children Aberdeen, Emerett, and Berkely. 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.
Photo of Co-Founder and CEO Daniel Ferguson

Daniel Ferguson

CLU®, CFP®, RICP®

Co-Founder and CEO

Photo of Chief Financial Officer Cari Brown

Cari Brown

CLF®, CLU®, ChFC®

Chief Financial Officer

Photo of Director of Supervision Matt Liefer

Matt Liefer

Director of Supervision

Photo of Director of Training and Development Jennifer Lechler

Jennifer Lechler

Director of Training and Development

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