Skip to Content

Wealth Management

Planning | Investments | Banking | Trusts

Connect with an AdvisorWatch the Simpson's Story

First National Bank Wealth Management

Tell us where you want to go. We'll help you get there.

Meet Our Wealth Advisors

Together, we’ll help you build, protect and manage your wealth for the long run.

Find an Advisor

Our Solutions

Personal connection, personalized solutions.

Learn More

Resources

Get access to our market assessment, terminology definitions, newsletter and more.

Learn More

Wealth Insights

Make Charitable Gifting Your
New Year’s Resolution in 2019

Read Article

Will You Be Financially Ready to Retire?
5 Steps to Help You Get on Track

Read Article

How the Simpson Family Aspired to
Leave a Legacy of "Doing Good"

Read Article

FNBO Releases 'Retirement in America'
Survey

Read Article

Why South Dakota is a Special Place for
Trusts

Read Article

The Bull Market Makes History -
Should You Sell?

Read Article

Caregiving from Afar | 5 Long-Distance Tips

Read Article

New Investment Strategy Promotes Good
Business Practices for a Better World

Read Article

Four Quick Financial Tips for Retirement

Read Article
Swipe or Drag

Planning for success on the journey

"First National Bank came to us and said, 'We can help you.' And we wanted their help. We trusted them because they knew us. They even took time to know our daughters. We were treated like family."

Jim & Kathy Simpson
Watch Video
A couple who is First National customers

Meet Our Wealth Team

Steve Adams Advisor
  • Director, Wealth Management
Nebraska - OmahaWealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
David Amen Advisor
  • Director, Trust Services
Nebraska - Lincoln, Nebraska - OmahaTrust Services
  • 6600 S 27th St
  • Lincoln, NE 68512
Learn More
Leanne Anderson Advisor
  • Director, Trust Services
Nebraska - North PlattePrivate Client Advisory, Trust Services
  • 201 North Dewey Street
  • PO Box 10
  • North Platte, NE 69103
Learn More
Stacy Auman Advisor
  • Director, Investment Management
Nebraska - North Platte, Nebraska - Omaha, South DakotaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Le Ann Austin Advisor
  • Client Service Manager, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Jennifer Benson Advisor
  • Managing Director, Wealth Management
Nebraska - FremontLeadership, Retirement Planning Services, Trust Services
  • 610 N Main
  • Fremont, NE 68025
Learn More
Erica Blake Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 3033 Iris Ave
  • Boulder, CO 80301
Learn More
Mikaela Blocher Advisor
  • Senior Advisor, Wealth Management
Kansas/Missouri - Kansas CityWealth Banking
  • 4650 College Blvd
  • Overland Park, KS 66211
Learn More
Ross Blount Advisor
  • Advisor, Wealth Management
ColoradoPrivate Client Advisory
  • 3033 Iris Avenue
  • Boulder, CO 80301
Learn More
Amanda Brown Advisor
  • Director, Trust Services
IllinoisTrust Services
  • 141 W. Lincoln Hwy.
  • DeKalb, IL 60115
Learn More
Jason Buol Advisor
  • Director, Investment Management
IllinoisInvestment Management
  • 141 W. Lincoln Hwy.
  • DeKalb, IL 60115
Learn More
Stefanie Creencia Advisor
  • Senior Advisor, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
Ryan Decker Advisor
  • Advisor, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Alissa Dehl Advisor
  • Client Services Manager, Wealth Management
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Julie Driftmier Advisor
  • Director, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Terri Eischeid Advisor
  • Senior Director, Wealth Management
Nebraska - OmahaWealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Rich Engelmann Advisor
  • Director, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Tony Essay Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Bri Faulkner Advisor
  • Associate, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Diane Foley Advisor
  • Director, Private Client Services
Nebraska - FremontPrivate Client Advisory
  • 610 N. Main Street
  • Fremont, NE 68025
Learn More
Andy Frahm Advisor
  • Director, Investment Management
Nebraska - Grand Island/Kearney, Nebraska - Lincoln, Nebraska - OmahaInvestment Management
  • 6600 S 27th St
  • Lincoln, NE 68512
Learn More
Rick Frevert Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
Charles Grant Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
Geri Harris Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
John Harris Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
Brenda Henzel Advisor
  • Client Service Manager, Wealth Management
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Christie Hoffer Advisor
  • Director, Investment Management
ColoradoInvestment Management
  • 205 W Oak St.
  • Fort Collins, CO 80522
Learn More
Josh Huseman Advisor
  • Director, Private Client Services
IllinoisWealth Banking, Private Client Advisory
  • 141 W. Lincoln Hwy.
  • DeKalb, IL 60115
Learn More
Dave Janus Advisor
  • Senior Vice President, Wealth Management
Nebraska - OmahaLeadership
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Cathy Kalama Advisor
  • Senior Advisor, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Audrea Kappert Advisor
  • Director, Trust Services
ColoradoTrust Services
  • 205 West Oak Street
  • Fort Collins, CO 80522
Learn More
Tracy Katz Advisor
  • Senior Advisor, Wealth Banking
ColoradoWealth Banking
  • 205 West Oak Street Fort Collins, CO 80522
  • Fort Collins, CO 80522
Learn More
Amber Kerschinske Advisor
  • Advisor, Trust Services
Nebraska - FremontTrust Services
  • 610 N. Main Street
  • Fremont, NE 68025
Learn More
Dan Kline Advisor
  • Senior Advisor, Financial Planning
Nebraska - Grand Island/Kearney, Nebraska - OmahaFinancial Planning
  • 14010 FNB Parkway, Suite200
  • Omaha, NE 68154
Learn More
Kristi Krepel Advisor
  • Senior Advisor, Private Client Services
Nebraska - FremontTrust Services
  • 610 N. Main Street
  • Fremont, NE 68025
Learn More
Chuck Lauber Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80521
Learn More
Tim Laughlin Advisor
  • Lead Director, Investment Management
KansasInvestment Management
  • 4650 College Blvd
  • Overland Park, KS 66211
Learn More
Steve Lindsay Advisor
  • Senior Managing Director, Wealth Management
Nebraska - OmahaLeadership, Wealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Marietta Luellen Advisor
  • Senior Managing Director, Trust Services
Colorado, Nebraska - OmahaLeadership, Trust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Shanon Meyer Advisor
  • Director, Wealth Management
Nebraska - LincolnWealth Banking
  • 6600 S 27th Street
  • Lincoln, NE 68512
Learn More
Peggy Monahan Advisor
  • Senior Advisor, Private Client Services
Nebraska - Norfolk, Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Rhonda Morehead Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 920 54th Avenue
  • Greeley, CO 80634
Learn More
Brian Moreland Advisor
  • Director, Institutional Investment Services
Nebraska - Columbus, Nebraska - OmahaInstitutional Asset Management, Retirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Janyl Moseman Advisor
  • Associate, Private Client Services
Nebraska - FremontPrivate Client Advisory
  • 610 N. Main Street
  • Fremont, NE 68025
Learn More
Travis Nordstrom Advisor
  • Director, Institutional Fixed Income
Nebraska - OmahaInstitutional Asset Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Laura O'Conner Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Jodi Rauert Advisor
  • Senior Trust Advisor, Trust Services
Nebraska - Grand Island/KearneyTrust Services
  • 810 Allen Drive
  • Grand Island, NE 68803
Learn More
Barbara Rizvi advisor
  • Senior Planner, Financial Planner
Nebraska - OmahaFinancial Planning
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Susan Rosburg Advisor
  • Director, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Craig Sall Advisor
  • Senior Managing Director, Private Client Services
Nebraska - OmahaLeadership, Private Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Todd Seawall Advisor
  • Director, Investment Management
Nebraska - FremontInvestment Management
  • 610 N. Main Street
  • Fremont, NE 68025
Learn More
Alden Sherman Advisor
  • Senior Advisor, Financial Planning
ColoradoFinancial Planning
  • 3033 Iris Avenue
  • Boulder, CO 80301
Learn More
Todd Silliman Advisor
  • Lead Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
Learn More
Charles Smith Advisor
  • Director, Retirement Plan Advisory Services
Nebraska - Columbus, Nebraska - OmahaRetirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Brooke Smithberg Advisor
  • Director, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Michelle Smithberg Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Marga Spangler Advisor
  • Managing Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
Learn More
Kurt Spieler Advisor
  • Senior Managing Director, Investment Management
ColoradoLeadership, Investment Management
  • 205 W Oak St.
  • Fort Collins, CO 80521
Learn More
Travis Stoecker Advisor
  • Advisor, Private Client Services
Nebraska - Grand Island/KearneyPrivate Client Advisory
  • 2223 2nd Avenue
  • Kearney, NE 68847
Learn More
Scott Summers Advisor
  • Portfolio Manager, Investment Management
Nebraska - Omaha, South DakotaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Mike Thesing Advisor
  • Senior Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Chuck Veys Advisor
  • Director, Wealth Management
Nebraska - OmahaWealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Steve Wade Advisor
  • Senior Vice President, Investment Services
Nebraska - OmahaLeadership, Retirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Theresa Wenske Advisor
  • Advisor, Trust Services
Nebraska - ColumbusPrivate Client Advisory, Trust Services
  • 2323 13th Street
  • Columbus, NE 68601
Learn More
Lynne Werner Advisor
  • Director, Trust Services
Nebraska - Grand Island/KearneyPrivate Client Advisory, Trust Services
  • 810 Allen Drive
  • Grand Island, NE 68803
Learn More
Diana Whitman Advisor
  • Portfolio Analyst, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
Learn More
Jeff Willis Advisor
  • Director, Private Client Services
Nebraska - ColumbusPrivate Client Advisory
Learn More

Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value

Banking products and services provided through First National Bank of Omaha.