Team Accolades

Top Next-Generation Wealth Advisors – 2018

Best Financial Planning Firm – 2013, 2014, & 2016

Best Financial Advisor Office of the Big O!

Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016

Financial Planners

“An investment in knowledge pays the best interest.”

- Benjamin Franklin

Education & Professional Background

  • Chartered Financial Analyst Charterholder
  • Registered Life Planner (RLP) – Kinder Institute of Life Planning
  • Creighton University – MS – Investment Management & Financial Analysis
  • Creighton University – MBA – Master of Business Administration
  • New York University – CFP® – Professional Program in Financial Planning
  • University of Nebraska – Omaha – BSBA – Business Finance, Banking & Financial Markets, Investment Science & Portfolio Management
  • Member – CFA Institute, CFA Societies of San Francisco and Nebraska
  • Member – Financial Planning Association & FPA San Francisco Chapter
  • Member – Kinder Institute of Life Planning
  • Member – Financial Therapy Association
  • Director, Treasurer (Volunteer Community Leadership Role) – Mutual First Federal Credit Union
  • Past President and Director – Financial Planning Association of Nebraska
  • Founder and Past Chairman – Nebraska Wealth Management Conference

What Inspires William?

The opportunity to humanize the profession of financial planning: to serve others, to help families be closer, and to help others better tie their financial decisions to their life decisions.

My wife and son are a source of both joy and regular personal inspiration for me: they give me purpose and meaning.

Callahan Financial Planning has been the product of my desire for a better model in finance; one that is informed by an ethical duty to clients and the profession, and putting clients’ interests before the practitioner’s, putting lives and relationships before money.

Every day I get to work with an exceptional team of professionals doing what I love while seeing the direct impact of helping others. It gives me the energy to do more and seek for even better outcomes!

Reuben J. Brauer, CFP®

Managing Director

“In the end, it’s not the years in your life that count. It’s the life in your years.”

- Abraham Lincoln

Education & Professional Background

  • Creighton University – MS – Investment Management & Financial Analysis
  • Creighton University – MBA – Master of Business Administration
  • College for Financial Planning – CFP® – Professional Program in Financial Planning
  • University of Nebraska – Omaha – BSBA – Business Finance
  • Member – Financial Planning Association
  • Men’s Group Leader – Lifegate Church
  • Past Campus Team Lead (Midtown) – Lifegate Church

What Inspires Reuben?

The greatest inspirations in my life are my faith, wife, and three boys. My goal with each day is to be a positive example of character and service to them and others in all that I do.

A lack of clarity can derail even the best-laid plans. I believe that from clarity, comes wisdom, and from wisdom comes action. Guiding people along their financial journey and providing the clarity they need to take action gives me a great sense of pride and fulfillment.

This is where I find so much beauty in the financial planning profession. It creates opportunities to develop deep relationships where I can help others work towards the most important goals in their life.

Allison N. Cerven, CFP®

Operations Officer

“To be significant, all you have to do is make a difference with others wherever you are, with whatever you have, day by day.”

- John C. Maxwell

Education & Professional Background

  • Member – Financial Therapy Association

What Inspires Allison?

Lives lived with purpose and intentionality are where I find inspiration.

I was raised on a family farm. My mother chose to stay home with my siblings and I, sacrificing her career, while my father diligently supported us and strove to expand the farm.

After marriage, I moved to a town that was home to several generations of my husband’s family. The land surrounding our house is part of the Century Farm program: it has been owned and farmed by the family for over 100 years.

As was done by my family before me, I aspire to live purposefully, crafting a legacy that will impact those around me and those yet to come.

James N. Boese, CFP®

Senior Financial Planner

“Try not to become a person of success, but rather try to become a person of value.”

- Albert Einstein

Education & Professional Background

  • Bryant University Boston Institute of Finance – CFP® – CFP® Education Program
  • Bellevue University – MS – Finance, Strategic Leadership of Value and Risk
  • Bellevue University – BS – Marketing Management
  • College of the U.S. Air Force – AS – Applied Electronics

What Inspires James?

I am inspired by people who act out of kindness and selflessness.

I attempt to contribute by helping others live their best lives. I began a career in financial planning many years ago because I enjoy using my knowledge and skills to help people find solutions. In my work, I seek to show others that financial planning is not only about the decisions we make with our money, but also about how we wish to live our lives and our overall wellbeing.

For this, I love my work because I continuously get to meet new people, listen to new stories, and find creative solutions to assist others in achieving their goals. As a result, I also have the opportunity to learn and grow from those I interact with.

I am also inspired by my faith and my wife. Both guide me, give me purpose, and are something I celebrate daily.


Scott R. Leise

Investment Analyst

“The only person you are destined to become is the person you decide to be.”

– Ralph Waldo Emerson

Education & Professional Background

  • University of Nebraska – Omaha – BSBA – Business Finance, Banking and Financial Markets, Investment Science and Portfolio Management (in progress)
  • Chartered Financial Analyst Charterholder – 2020 Level I (Candidate)
  • Volunteer – The Salvation Army
  • Banking and Finance Educator – Omaha Home for Boys

What Inspires Scott?

Making a difference in the lives of those around me is where I find true inspiration.

Born and raised in Omaha, I was blessed with two wonderful parents and 4 siblings that taught me when I was very young that it takes a village to be successful. The care and support I received early on have been a driving force pushing me to constantly seek new ways to become better each and every day. Over time, a deep desire grew in me that I may, in turn, have a significant impact on my relationships and those in my community.

I love to spend time on a golf course, with family and friends, and volunteering in the community. However, it is my commitment to the pursuit of knowledge, being compassionate, and helping others that has been the cornerstone of my life. I am grateful that I am able to live out these traits professionally as a part of a team that puts serving clients above all else.