For the journey.

For your legacy.

Private Wealth Reserve is a dynamic wealth management partner and holistic financial planner guiding you through the complexities of your financial life.

A private wealth experience.

Private Wealth Reserve is a team-led group for ultra-high net worth clients, your proactive advocate helping protect your wealth for generations to come. It’s even illustrated in our logo’s shield and six laurel leaves, symbolizing strength, protection and our story of six generations of family leadership at FNBO.

You deserve the best.

At Private Wealth Reserve, you'll find an elite level of service, and ongoing conversation and a proactive, diligent structure around your portfolio.  We operate with a long term view, a priority on relationships, and a robust wealth management experience you'll be proud to have on your side.

Estate Planning
Financial Planning
Retirement Planning
Family Office
Portfolio Management
Trust & Lending Services*

Experience and expertise united behind your financial well-being.

Working with any of our private wealth advisors means you're working with our entire team.  We leverage our collective experience and expertise to help ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.

Stacy Auman

Stacy Auman, CFA

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Tony Essay

Tony Essay, JD, CTFA

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Charles Grant

Charles Grant, CFA, CWS®

Private Wealth Advisor

205 West Oak St, 4th FL
Fort Collins, CO 80521

Todd Silliman

Todd Silliman, CTFA

Private Wealth Advisor

205 West Oak St, 4th FL
Fort Collins, CO 80521

Michelle Smithberg

Michelle Smithberg, CFP®, CWS®

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Craig Stall

Craig Sall, CFA

Senior Managing Director
Wealth Management

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Laura O'Connor

Laura O'Connor

Director
Wealth Management

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

"We love serving our customers.
It's a privilege for which we are grateful."

- Clark D. Lauritzen
Chairman & President, FNBO

A personal approach.

We offer holistic service, support and guidance to help meet your goals and protect your legacy.

Managing wealth demands skill, an eye toward the future, and vigilance in today's global economy. We work with you, your attorneys and accountants to help ensure that your wealth endures.

Dynamic thinking.

Preserving your wealth for your family is vital and requires a customized approach curated to your needs.

We know that best-fit investment ideas come from collaborating and genuinely getting to know you. As advocates of your portfolio, we work closely with you so we can develop hand-selected financial strategies.

Guidance for every stage.

Ours is a singular, tried and true process designed to help uncover your wishes, wants and needs and create a comprehensive plan to help make it a reality.  No detail is overlooked through discovery, strategy, execution, and beyond.

A complex financial life requires a structured plan for success.

Guidance Steps