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
Feel good about your financial journey.
No matter where you begin, FNBO is with you where you are, by your side, to provide guidance and encouragement along the way. Gain a better understanding of your finances with this simple financial analysis. It takes less than five minutes and you'll receive a personalized report.
Our Team
Steve Adams, AWMA®
- Financial Advisor | Omaha
Sue Appleby
- Financial Advisor | Illinois
Sam Asrari
- Financial Advisor | Colorado
Eddy Barajas AAMS®
- Financial Advisor | Colorado
John Barrientos, CLU®, ChFC®, RICP®
- Financial Advisor
- Papillion
Mikaela Blocher, CFP®
- Financial Advisor
Alan Creech
- Financial Advisor | Illinois
Stefanie Creencia
- Financial Advisor | Colorado
Ryan Decker
- Regional Manager, FNBO
- Financial Advisor, RJFS
Adam DeLaughter
- Financial Advisor
- Omaha
Matthew Ferguson
- Financial Advisor | Omaha
Diane Kopf Foley
- Financial Advisor
- Columbus | Norfolk | David City
Justin Gifford
- Financial Advisor | Illinois
Jill Grizzle
- Financial Advisor | Colorado
Melody Hohn
- Financial Advisor | South Dakota
Dan Holden
- Financial Advisor | Lincoln
Brianna Hook
- Financial Advisor | Illinois
Kristi Krepel AAMS®
- Financial Advisor | Fremont
Jonathan Lohmann AAMS®
- Financial Advisor | Kansas
Rob Lynch
- Regional Manager, FNBO
- Financial Advisor, RJFS | Colorado
Jessica Manion
- Financial Advisor | Alliance
Jamie Masilko
- Financial Advisor | Norfolk
Matt Mohnsen
- Financial Advisor | Omaha
Ryan Oleson
- Regional Manager, FNBO
- Financial Advisor, RJFS
Jeremy Palensky AIF®
- Financial Advisor
- Omaha | Council Bluffs | Harlan
Jodi Rauert
- Financial Advisor | Grand Island
Misty Robertson
- Financial Advisor | North Platte
Joan Sacha
- Financial Advisor | Omaha
Mark Schafer
- Financial Advisor | North Platte
Jeremy Siragusa
- Director | FNBO | Omaha
- Branch Manager | RJFS
Travis Stoecker
- Financial Advisor | Kearney
Jay Turpen
- Financial Advisor | Omaha
Frank J. Ward, MPAS®
- Financial Advisor | Omaha
David White
- Financial Advisor | Colorado
Thoughtful, timely investing and planning insights from leading edge professionals.