Private Wealth Reserve logo

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.

Steve Anderson, CFP®, TPCP®

Private Wealth Advisor

1 Ward Parkway
Kansas City, MO 64112

Alissa Dehl

 Senior Private Client Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Stacy Auman, CFA

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Max Behnfield

Private Wealth Advisor

3033 Iris Ave.
Boulder, CO 80301

Andrew Bradshaw, CFP®

Portfolio Manager

1 Ward Parkway
Kansas City, MO 64112

Rich Engelmann

Portfolio Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Tony Essay, JD, CExP, CTFA

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Andy Frahm, CFA, CFP®

Portfolio Manager

6600 South 27th Street
Lincoln, NE 68512

Chandler VanSickle

Private Client Manager

1 Ward Parkway
Kansas City, MO 64112

Christie Hoffer, CFA

Portfolio Manager

205 West Oak Street, 4th Floor
Fort Collins, CO 80521

Darcie Jones

Private Client Manager

920 54th Avenue
Greeley, CO 80634

Melissa Lewis

Private Client Manager

1 Ward Parkway
Kansas City, MO 64112

Chuck Maggiorotto, CFA, CFP®

Senior Director, Client Porfolio Management

1 Ward Parkway
Kansas City, MO 64112

Shruthi Manjunath, CFA

Portfolio Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Nick Marasco

Private Wealth Advisor

1 Ward Parkway
Kansas City, MO 64112

Dakota McMahon, CFA

Portfolio Manager

1 Ward Parkway
Kansas City, MO 64112

Phil Michaud, CFP®

Portfolio Manager

1 Ward Parkway
Kansas City, MO 64112

Laura O'Connor

Director
Wealth Management

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Mark Palmesano

Portfolio Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Nicole E. Phillips

Private Client Manager

205 West Oak Street, 4th Floor
Fort Collins, CO 80521

Craig Stall

Craig Sall, CFA

Senior Managing Director
Wealth Management

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

R. Ryan Self, CFP®

Private Wealth Advisor

1 Ward Parkway
Kansas City, MO 64112

Todd Silliman, CTFA

Private Wealth Advisor

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

Erin Smith

Private Client Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Grace Smith

Private Client Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Michelle Smithberg, CFP®, CWS®

Private Wealth Advisor

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Scott Summers, CFA

Director of Research

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Rusty Vanneman, CFA, CMT

FNBO Wealth
Chief Investment Officer

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Angelina Watkins

Private Client Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

Diana Whitman

Portfolio Manager

14010 FNB Pkwy, Suite 200
Omaha, NE 68154

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 with Icons: Discovery, Strategy, Execution, Monitor

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 


INVESTMENT PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

Private Wealth Reserve

Let's connect and uncover the possibilities.

©  2026 Private Wealth Reserve. All Rights Reserved. 14010 FNB Parkway, Suite #200, Omaha, Nebraska 68154