Bryan Robertson, CPA, JD

As a Trust Services Director, Bryan works as part of a team to deliver a wide range of complex estate and trust planning and administrative services. Bryan recognizes the importance of delivering those services in a technically sound and evenhanded manner while understanding the role that client relationship management plays in a successful trust advisory practice. He enjoys helping customers envision and realize the benefits of customized and comprehensive wealth management.

Credentials

Bryan is actively licensed in Nebraska as an attorney and Certified Public Accountant (CPA). He received his law degree from the Nebraska College of Law and his master’s and bachelor’s of accounting degrees from the University of Nebraska – Lincoln.

Bryan is an adjunct professor of accounting at Nebraska Wesleyan University. He’s taught an Income Tax course every fall semester and a Corporate Income Tax course every spring semester since 2014.

Passions

Bryan is actively involved in the community. That service includes a current role as president-elect of the Lincoln United Way board of directors and numerous leadership roles on the boards of CHAD, Juvenile Diabetes, the Nebraska Society of CPAs, the American Red Cross, NET, the United Way Foundation, and Junior Achievement.

Bryan is a long-time member of the planning committees for the Gradwohl Estate and Business Planning and NSCPA Fall Conference programs. He’s presented at the Great Plains Federal Tax Institute and the Gradwohl conferences and written a number of published articles including recent pieces on split interest trusts and burdens of proof for Nebraska marital dissolution purposes.

Bryan and his wife Doris have two sons (one a civil engineer at HDR and one an electrical engineer at Olsson).  He enjoys playing golf, singing tenor in the choir, hunting waterfowl in western Nebraska, and spending time with his family.