Where We’re Located

233 S 13th Street
Lincoln, NE 68508

  • Lincoln, Nebraska

Location Information

Monday through Thursday: 9am – 5pm
Friday: 9am – 2:30pm
Saturday and Sunday: Closed

(402) 474-1200

Things to Note

All financial advisors in this Lincoln, NE office are Certified Financial Planner™ professionals and operate as fee-only fiduciaries.

This office is centrally located in downtown Lincoln in the U.S. Bank tower on the 11th floor.

Free parking is available in the U.S. Bank tower parking garage (with validation). Please be sure to bring your parking ticket with you to get it validated with the receptionist.

Street parking is also available with public (paid) parking meters.

Recent Blog Posts

4 Steps for Better Emotional Health During Times of Stress

As people all across the world are working to adjust to the unprecedented events that have unfolded over the past weeks, we thought it may help to share some practices we personally follow to help ourselves remain grounded and be present in our interactions with you, our clients during...

Actions We’re Taking Following Coronavirus (COVID-19)

Clients and Partners, As we all navigate the outbreak of the Coronavirus together, I wanted to share what's important to us, what we've done, and what we're doing. What's Important to Us The health and wellbeing of everyone we work with informs our decision-making. Our clients...

Military Tax Break for Nebraska

Nebraska offers a wonderful tax break opportunity for retired military members, and is one we commonly use with clients of our Omaha and Lincoln financial advisors. Military retirees may be eligible to reduce Nebraska income taxes on their military retirement benefits by filing Form...

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