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First National Bank Wealth Management

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

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Wealth Insights

Healthcare Expenses in Retirement
What Not to Overlook

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What You Might Be Missing When
Planning for Your Financial Future

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Wealth Management's
2019 Outlook

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Could Your Retirement Plan
Be Your Best Recruitment Tool?

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Make Charitable Gifting Your
New Year’s Resolution in 2019

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

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

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FNBO Releases 'Retirement in America'
Survey

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Why South Dakota is a Special Place for
Trusts

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Caregiving from Afar | 5 Long-Distance Tips

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Four Quick Financial Tips for Retirement

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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
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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
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David Amen Advisor
  • Director, Trust Services
Nebraska - Lincoln, Nebraska - OmahaTrust Services
  • 6600 S 27th St
  • Lincoln, NE 68512
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Stacy Auman Advisor
  • Director, Investment Management
Nebraska - North Platte, Nebraska - Omaha, South DakotaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Le Ann Austin Advisor
  • Client Service Manager, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Jennifer Benson Advisor
  • Managing Director, Wealth Management
Nebraska - FremontLeadership, Retirement Planning Services, Trust Services
  • 610 N Main
  • Fremont, NE 68025
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Mikaela Blocher Advisor
  • Senior Advisor, Wealth Management
Kansas/Missouri - Kansas CityWealth Banking
  • 4650 College Blvd
  • Overland Park, KS 66211
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Ross Blount Advisor
  • Advisor, Wealth Management
ColoradoPrivate Client Advisory
  • 3033 Iris Avenue
  • Boulder, CO 80301
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Amanda Brown Advisor
  • Director, Trust Services
IllinoisTrust Services
  • 141 W. Lincoln Hwy.
  • DeKalb, IL 60115
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Stefanie Creencia Advisor
  • Senior Advisor, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80522
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Ryan Decker Advisor
  • Advisor, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Alissa Dehl Advisor
  • Client Services Manager, Wealth Management
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Brinna Dolifka Advisor
  • Client Service Manager, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Julie Driftmier Advisor
  • Director, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Terri Eischeid Advisor
  • Senior Director, Wealth Management
Nebraska - OmahaWealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Rich Engelmann Advisor
  • Director, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Tony Essay Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Bri Faulkner Advisor
  • Associate, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Diane Foley Advisor
  • Director, Private Client Services
Nebraska - FremontPrivate Client Advisory
  • 610 N. Main Street
  • Fremont, NE 68025
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Andy Frahm Advisor
  • Director, Investment Management
Nebraska - Grand Island/Kearney, Nebraska - Lincoln, Nebraska - OmahaInvestment Management
  • 6600 S 27th St
  • Lincoln, NE 68512
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Jill Fraley Advisor
  • Advisor, Trust Services
ColoradoTrust Services
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Rick Frevert Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
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Jeremy Giles Advisor
  • Lead Specialist, Wealth Banking
KansasWealth Banking
  • 4650 College Blvd
  • Overland Park, KS 66211
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Charles Grant Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80522
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Geri Harris Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
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John Harris Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80522
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Brenda Henzel Advisor
  • Client Service Manager, Wealth Management
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Christie Hoffer Advisor
  • Director, Investment Management
ColoradoInvestment Management
  • 205 W Oak St.
  • Fort Collins, CO 80522
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Laura Horton Advisor
  • Client Service Manager, Trust Services
KansasTrust Services
  • 4650 College Blvd
  • Overland Park, KS 66211
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Josh Huseman Advisor
  • Lead Director, Wealth Management
IllinoisWealth Banking, Private Client Advisory
  • 141 W. Lincoln Hwy.
  • DeKalb, IL 60115
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Dave Janus Advisor
  • Senior Vice President, Wealth Management
Nebraska - OmahaLeadership
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Darcie Jones Advisor
  • Client Service Manager, Trust Services
ColoradoTrust Services
  • 920 54th Ave
  • Greeley, CO 80634
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Cathy Kalama Advisor
  • Senior Advisor, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Audrea Kappert Advisor
  • Director, Trust Services
ColoradoTrust Services
  • 205 West Oak Street
  • Fort Collins, CO 80522
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Tracy Katz Advisor
  • Senior Advisor, Wealth Banking
ColoradoWealth Banking
  • 205 West Oak Street Fort Collins, CO 80522
  • Fort Collins, CO 80522
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Amber Kerschinske Advisor
  • Advisor, Trust Services
Nebraska - FremontTrust Services
  • 610 N. Main Street
  • Fremont, NE 68025
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Dan Kline Advisor
  • Director, Financial Planning
Nebraska - Grand Island/Kearney, Nebraska - OmahaFinancial Planning
  • 14010 FNB Parkway, Suite200
  • Omaha, NE 68154
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Kristi Krepel Advisor
  • Senior Advisor, Private Client Services
Nebraska - FremontTrust Services
  • 610 N. Main Street
  • Fremont, NE 68025
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Nancy Lange Client Service Manager
  • Client Service Manager, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Chuck Lauber Advisor
  • Portfolio Manager, Investment Management
ColoradoInvestment Management
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Tim Laughlin Advisor
  • Lead Director, Investment Management
KansasInvestment Management
  • 4650 College Blvd
  • Overland Park, KS 66211
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Steve Lindsay Advisor
  • Senior Managing Director, Wealth Management
Nebraska - OmahaLeadership, Wealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Marietta Luellen Advisor
  • Senior Managing Director, Trust Services
  • Omaha | Colorado
Colorado, Nebraska - OmahaLeadership, Trust Services
  • 3033 Iris Ave
  • Boulder, CO 80301
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Rob Lynch Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 3033 Iris Avenue
  • Boulder, CO 80301
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Jessica Manion Advisor
  • Advisor, Private Client Services
Nebraska - North PlatteWealth Banking
  • 124 W. 3rd Street
  • Alliance, NE 69301
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Shanon Meyer Advisor
  • Director, Wealth Management
Nebraska - LincolnWealth Banking
  • 6600 S 27th Street
  • Lincoln, NE 68512
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Peggy Monahan Advisor
  • Senior Advisor, Private Client Services
Nebraska - Norfolk, Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Rhonda Morehead Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 920 54th Avenue
  • Greeley, CO 80634
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Brian Moreland Advisor
  • Director, Institutional Investment Services
Nebraska - Columbus, Nebraska - OmahaInstitutional Asset Management, Retirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Janyl Moseman Advisor
  • Associate, Private Client Services
Nebraska - FremontPrivate Client Advisory
  • 610 N. Main Street
  • Fremont, NE 68025
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Travis Nordstrom Advisor
  • Director, Institutional Fixed Income
Nebraska - OmahaInstitutional Asset Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Laura O'Conner Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Fran Oliver Advisor
  • Client Service Manager | Trust Services
ColoradoTrust Services
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Jodi Rauert Advisor
  • Senior Trust Advisor, Trust Services
Nebraska - Grand Island/KearneyTrust Services
  • 810 Allen Drive
  • Grand Island, NE 68803
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Barbara Rizvi advisor
  • Director, Financial Planning
Nebraska - OmahaFinancial Planning
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Patricia Rohloff Advisor
  • Client Service Manager | Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Susan Rosburg Advisor
  • Director, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Craig Sall Advisor
  • Senior Managing Director, Private Client Services
Nebraska - OmahaLeadership, Private Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Todd Seawall Advisor
  • Director, Investment Management
Nebraska - FremontInvestment Management
  • 610 N. Main Street
  • Fremont, NE 68025
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Alden Sherman Advisor
  • Director, Financial Planning
ColoradoFinancial Planning
  • 3033 Iris Avenue
  • Boulder, CO 80301
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Todd Silliman Advisor
  • Lead Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Marisa Sinclair Advisor
  • Associate, Trust Services
Nebraska - Grand Island/KearneyTrust Services
  • 2223 2nd Avenue
  • Kearney, NE 68847
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Charles Smith Advisor
  • Director, Retirement Plan Advisory Services
Nebraska - Columbus, Nebraska - OmahaRetirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Steve Adams Advisor
  • Client Service Manager, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Brooke Smithberg Advisor
  • Director, Trust Services
Nebraska - OmahaTrust Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Michelle Smithberg Advisor
  • Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Marga Spangler Advisor
  • Managing Director, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
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Kurt Spieler Advisor
  • Senior Managing Director, Investment Management
ColoradoLeadership, Investment Management
  • 205 W Oak St.
  • Fort Collins, CO 80521
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Travis Stoecker Advisor
  • Advisor, Private Client Services
Nebraska - Grand Island/KearneyPrivate Client Advisory
  • 2223 2nd Avenue
  • Kearney, NE 68847
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Scott Summers Advisor
  • Portfolio Manager, Investment Management
Nebraska - Omaha, South DakotaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Mike Thesing Advisor
  • Senior Director, Private Client Services
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Matt Veenker Advisor
  • Director | Investment Management
ColoradoInvestment Management
  • 3033 Iris Avenue
  • Boulder, CO 80301
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Chuck Veys Advisor
  • Director, Wealth Management
Nebraska - OmahaWealth Banking
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Steve Wade Advisor
  • Senior Vice President, Investment Services
Nebraska - OmahaLeadership, Retirement Planning Services
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Theresa Wenske Advisor
  • Advisor, Trust Services
Nebraska - ColumbusPrivate Client Advisory, Trust Services
  • 2623 13th Street
  • Columbus, NE 68601
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Lynne Werner Advisor
  • Grand Island Community President
  • Director, Trust Services
Nebraska - Grand Island/KearneyPrivate Client Advisory, Trust Services
  • 810 Allen Drive
  • Grand Island, NE 68803
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Diana Whitman Advisor
  • Portfolio Analyst, Investment Management
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway, Suite 200
  • Omaha, NE 68154
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Jeff Willis Advisor
  • Director, Private Client Services
Nebraska - ColumbusPrivate Client Advisory
  • 100 E. Park Street PO Box 40
  • Shelby, NE 68662
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Jill Wilson Advisor
  • Client Service Manager, Private Client Services
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • Fort Collins, CO 80521
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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.