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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.

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Personal connection, personalized solutions.

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

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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, Kansas/Missouri - Kansas CityFinancial Planning, Investment Management, Wealth Banking, Private Client Advisory, Retirement Planning Services, Retirement Plan Advisory, Trust Services, Wealth Planning
  • 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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Alan Creech Advisor
  • Director, Wealth and Investments
IllinoisWealth Banking
  • 141 West Lincoln Highway
  • 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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Eric Elmore Advisor
  • Financial Advisor
Texas, Texas - DallasHealthcare Banking, Leadership, Institutional Asset Management, Investment Management, Wealth Banking, Private Client Advisory, Retirement Planning Services, Retirement Plan Advisory, Specialty Banking, Treasury Management, Trust Services, Wealth Planning
  • 4500 Preston Road Frisco
  • Frisco, TX 75034
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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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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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Jason Harubin Advisor
  • Senior Advisor, Wealth Management
ColoradoWealth Banking
  • 3033 Iris Avenue
  • Boulder, CO 80301
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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
Kansas, Kansas/Missouri - Kansas CityTrust 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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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
  • Private Client Advisor, Wealth Management
ColoradoPrivate Client Advisory
  • 205 West Oak Street
  • 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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Dan Lindsay Director
  • Director, Private Client Advisory
  • Omaha
Nebraska - OmahaPrivate Client Advisory
  • 14010 FNB Parkway
  • Omaha, NE 68154
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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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Rhonda Morehead Advisor
  • Director, Private Client Services
ColoradoPrivate Client Advisory
  • 920 54th Avenue
  • Greeley, CO 80634
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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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Barry Nelson Advisor
  • Lead Director, Wealth and Investments
Kansas, Kansas/Missouri - Kansas CityFinancial Planning, Leadership, Institutional Asset Management, International Banking, Investment Management, Private Client Advisory, Retirement Planning Services, Retirement Plan Advisory, Trust Services, Wealth Planning
  • 4650 College Blvd
  • Overland Park, KS 66211
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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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Mark Palmesano Advisor
  • Director, Investment Management
  • Omaha
Nebraska - OmahaInvestment Management
  • 14010 FNB Parkway
  • Omaha, NE 68154
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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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Misty Robertson Advisor
  • Director, Private Client Services
Nebraska - North PlatteWealth Banking
  • 201 North Dewey Street
  • North Platte, NE 69101
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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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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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Kurt Spieler Advisor
  • Chief Investment Officer
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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Laura Troshynski Trust Officer
  • Trust Officer, Wealth Banking
Nebraska - North PlatteWealth Banking
  • 201 North Dewey Street
  • North Platte, NE 69101
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Matt Veenker Advisor
  • Director | Investment Management
ColoradoInvestment Management
  • 3033 Iris Avenue
  • Boulder, CO 80301
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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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Angelina Watkins Advisor
  • Client Service Manager, Wealth Management
Nebraska - LincolnInvestment Management
  • 6600 S 27th Street
  • Lincoln, NE 68512
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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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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.