Financial Planning
Personal attention, personal plan.
Your goals deserve their own plan.
Everyone has their own unique goals and plans for the future. That’s why we always listen first, and get to know your goals before creating a personalized plan. When you work with First Investments & Planning, you’ll find a partner who’s as focused on your goals as you are.
Our investment and planning services include:
- Planning for retirement, education, protection and estate planning
- Fee-based managed accounts
- Mutual funds
- Stocks and bonds
- Traditional, Roth, and education IRAs
- Tax-deferred fixed and variable annuities
- Life, disability and long-term care insurance
Our Team
Sam Asrari
- Financial Advisor | Fort Collins
John Barrientos, CLU®, ChFC®, RICP®
- Financial Advisor
- Papillion | Bellevue
Ryan Decker
- Financial Advisor | Omaha
Adam DeLaughter
- Financial Advisor
- Omaha | Council Bluffs
Eric Elmore
- Financial Advisor | Texas
Bri Faulkner
- Financial Advisor | Omaha
Matthew Ferguson
- Financial Advisor | Omaha
Diane Kopf Foley, CRPC®
- Financial Advisor
Justin Gifford
- Financial Advisor | Illinois
Ben Hanssen
- Financial Advisor | Colorado
Melody Hohn
- Financial Advisor | South Dakota
Brianna Hook
- Financial Advisor | Illinois
Lindsey Leaf
- Financial Advisor | Greeley
Jonathan Lohmann
- Financial Advisor | Kansas
Rob Lynch
- Financial Advisor | Boulder
Jessica Manion
- Financial Advisor | Alliance
Dale Mitchell
- Financial Advisor | Omaha
Matt Mohnsen
- Financial Advisor | Omaha
Jeremy Palensky
- Financial Advisor
- Omaha | Harlan
Tom Reyes
- Financial Advisor
- Omaha | Council Bluffs
Joan Sacha
- Financial Advisor | Omaha
Mark Schafer
- Financial Advisor | North Platte
Jeremy Siragusa
- Director | FNBO | Omaha
- Branch Manager | RJFS
Travis Stoecker
- Financial Advisor | Kearney
Mark Vance
- Financial Advisor | Omaha
Frank J. Ward, MPAS®
- Senior Manager | FNBO | Omaha
- Financial Advisor | RJFS
Jill Wilson
- Financial Advisor | Fort Collins