What information do I need to gather for my first meeting?

Prior to your meeting, you will receive an appointment kit that outlines what information is needed for your meeting, including a list of requested documents and information and a personal information questionnaire. Please be sure to complete the personal questionnaire and gather the requested information to review in your first appointment.

If you have scheduled your appointment but have not yet received this information, please contact us and we’d be happy to ensure you promptly have everything you need to prepare for your appointment. To schedule your first appointment with a financial planner, get started here.

What can I expect from an introductory meeting?

In your meeting, you can expect to learn more about our firm, our process and discuss your current situation, concerns and goals. This meeting, held with a Certified Financial Planner™ professional, generally lasts 90 – 120 minutes. You will also discuss any estimated costs associated with your desired investment advice and/or financial planning services.

How can I get in touch if I have questions?

It’s easy! Choose your method of choice:

  • Toll-Free: (800) 991-5195
  • Omaha, NE: (402) 341-2000
  • Lincoln, NE: (402) 474-1200
  • San Francisco, CA: (415) 795-8600
  • San Rafael, CA: (415) 455-1055
  • Mill Valley, CA: (415) 795-8600
  • By Email
  • In person at any of the following locations:


Midtown Crossing at Turner Park
3157 Farnam St Ste 7111, Omaha, NE 68131

U.S. Bank Tower – Downtown
233 S 13th St Ste 1100, Lincoln, NE 68508


San Francisco
Spear Tower – Embarcadero @ San Francisco Bay Bridge
One Market St, 36th Floor, San Francisco, CA 94105

Mill Valley
100 Shoreline Highway, Bldg B Suite 100, Mill Valley, CA 94941

San Rafael
2169 Francisco Blvd E Ste E, San Rafael, CA 94901

Hours of Operation
Mon – Fri: 9:00am – 5:00pm CT
Mon – Fri: 7:00am – 3:00pm PT
Sat: By Appointment

Where are you located?

Our offices are located in Omaha, Nebraska – at Midtown Crossing at Turner Park. Adjacent to the development are the headquarters of Mutual of Omaha, Berkshire Hathaway, and Kiewit.

We are also one mile from downtown Omaha. We’re located just west of I-480 (Harney Street / Dodge Street Exit) near Farnam and 31st streets.

3157 Farnam Street Suite 7111, Omaha, NE 68131
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