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Andy is a Portfolio Manager with Private Wealth Reserve within FNBO Wealth. He values building long-term relationships by being a trusted resource for his clients.

CREDENTIALS

Andy has more than 28 years of investment management experience and is responsible for managing investment portfolios for high net worth families and charitable entities. He chairs the Asset Allocation Committee and also serves on the Alternative Asset Committee for the Investment Management Team.

Prior to joining FNBO in 2014, Andy served as Senior Investment Manager for Wells Fargo Private Bank, Bank of America Private Bank, and U.S. Bancorp Private Wealth Management.

Andy earned his Bachelor of Science degree in Business Administration as well as his Master of Business Administration degree with High Distinction and a Finance concentration through the University of Nebraska-Lincoln.

Andy holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER certification and is part of several professional organizations including the CFA Institute, the CFA Society of Nebraska where he served as past-President and Board member, and the Financial Planning Association.

PASSIONS

Andy is an active member of the Lincoln community. He currently serves on the Board of Elders and in the music, retirement home, and other ministries with Indian Hills Community Church. He is a past member of the Board of Directors for the Lincoln Children's Zoo, a past finance committee chair, Board of Directors and Endowment Committee member for the Lincoln Children's Museum, and is a regular volunteer with the Nebraska Community Blood Bank. In his free time, Andy enjoys playing golf, rooting on the Huskers and spending time with his wife and four kids.

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. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

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. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 

INVESTMENT AND INSURANCE 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

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

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE