Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Dirk Trautman, CLTC
Growing up in small town central Nebraska, I learned the values of hard work, personal relationships and integrity. I had the unique opportunity to watch both of my grandfathers, both of whom owned successful small businesses. While...
Scot Moore
I grew up in Lincoln, NE to loving parents who have always understood the value of hard work. Looking for a way to instill the value of saving money, relationships, and responsibility they recommended I start a paper route, laying the...
Ty Steinkuhler
I began my financial services career back in 2011, primarily working in the insurance field and ultimately navigating my way to becoming a financial advisor. After working with a variety of individuals, families and business owners, I...
Jerry Borgschulte
I grew up in Josephville, Missouri, a small town 45 minutes west of St Louis. Raised in a “get it done right the first time” kind of a home, I started work at a young age and by 17 was in my first managerial position. At 22...
Mark Larson, CPFA, FSCP
I grew up in Overton, NE; a small town just west of Kearney where farming and ranching is very prominent. My dad was a local veterinarian that owned and operated Overton Veterinary Services for over 40 years. At an early age, I learned...
Derrick Clevenger
Central Nebraska has been my home for all my life. I lived in Lincoln for four years while studying Agri-Business – Finance & Banking at the University of Nebraska. During my time in college, I learned a lot, built some great...
Isaac Paden
I was born and raised in Fremont, Nebraska. I have three beautiful daughters and a lovely wife. When we are not going to their ball games, we enjoy camping and spending time together as a family. We added a foreign exchange student...
Jake Skala
Jake Skala is currently a Junior in the business program at the University of Nebraska. After playing over two years of collegiate baseball, he strives to help his clients achieve their future plans. As he works to complete his...
Curtis Financial Services, LLC
Carson Hemmann
I grew up in Amherst Nebraska, a small town Northwest of Kearney, where I got my first taste of business being active in 4-H and growing up on our family farm. These things along with my parents helped me to find my interest in saving...
Matt Sharp
Coming from the Sandhills of Nebraska, I learned at a very young age that hard work and perseverance will lead to success. My parents instilled in me the core values of being selfless and always doing the right thing for others. It...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.