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
- Financial Advisor
- Papillion | Bellevue
Ross Blount
- Financial Advisor | Boulder
Ryan Decker
- Financial Advisor | Omaha
Jim DeJulio
- Financial Advisor | Kansas
Adam DeLaughter
- Financial Advisor
- Omaha | Council Bluffs
Bri Faulkner
- Financial Advisor | Omaha
Matthew Ferguson
- Financial Advisor | Omaha
Diane Foley
- Financial Advisor | Fremont
Justin Gifford
- Financial Advisor | Illinois
Ben Hanssen
- Financial Advisor | Colorado
Melody Hohn
- Financial Advisor | South Dakota
Brianna Hook
- Financial Advisor | Illinois
Jonathan Lohmann
- Financial Advisor | Kansas
Rob Lynch
- Financial Advisor | Boulder
Jessica Manion
- Financial Advisor | Alliance
Wendy Menard
- Financial Advisor | Illinois
Lisa Meyer
- Financial Advisor | Columbus
Dale Mitchell
- Financial Advisor | Omaha
Matt Mohnsen
- Financial Advisor | Omaha
Valerie Norris
- Financial Advisor | Illinois
Jeremy Palensky
- Financial Advisor
- Omaha | La Vista | Harlan
Tom Reyes
- Financial Advisor
- Omaha | Council Bluffs
Joan Sacha
- Financial Advisor | Omaha
Mark Schafer
- Financial Advisor | North Platte
Jeremy Siragusa
- Director | FNB | Omaha
- Branch Manager | RJFS
Travis Stoecker
- Financial Advisor | Kearney
Mark Vance
- Financial Advisor | Omaha
Frank J. Ward, MPAS®
- Senior Manager | FNB
- Financial Advisor | RJFS
Theresa Wenske
- Financial Advisor | Columbus
Royce Werner
- Manager | FNB
- Financial Advisor | RJFS
Jill Wilson
- Financial Advisor | Fort Collins
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE