Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Midwest: Greater Omaha

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Laura Combs, CFP®, MBA

Executive Managing Director

Brett Landstrom

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Maeve Schmid

Maeve Lehman, CFP^®

Wealth Advisor

Boulder, Denver, Omaha

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Kristen Comeau

Regional Vice President

Boulder, Denver, Denver – Tech Center, Frisco, Omaha, Cincinnati, Columbus

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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