Carter R Herbolsheimer

Andrew Steffensmeier is a financial advisor with McMill CPA and Advisors in Norfolk, NE, holding a Series 65 credential and nine years of industry experience. He has been associated with CBF Wealth Management since 2016 and Christensen Brozek Faltys, PC since 2013. Outside of his advisory role, he serves on the budget committee for the Norfolk Area Chamber of Commerce and is a board member of the Sacred Heart Parish Endowment Committee. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation investment approach grounded in modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily through no-load mutual funds, ETFs, and model portfolios, supported by integrated accounting and administrative services.

Jesus Corrales is a financial advisor at McMill CPA and Advisors with a Series 65 credential and two years of industry experience. He has worked at McMill CPA and Advisors since 2021 and previously held positions at AWG and Herbergers. Outside of his advisory role, he serves as treasurer for the Norfolk Area Community Foundation Fund. McMill CPA and Advisors provides investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base. The firm manages approximately $862 million in client assets using an asset-allocation approach grounded in modern portfolio theory and integrates accounting services through McMill CPA, P.C.

Clint Weeder is a financial advisor at McMill CPA and Advisors with 10 years of industry experience. He holds a Series 65 credential and has been with McMill CPA and Advisors since 2016. Outside of his advisory role, he serves as Vice President of the Herbolsheimer Estate Homeowners Association in Pierce, Nebraska. McMill CPA and Advisors offers investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily with no-load mutual funds and ETFs, while integrating investment management with its accounting practice.

Lynn Laible is a financial advisor at McMill CPA and Advisors with 26 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC since 2005 and Christensen Associates, P.C. since 1984. Outside of advising, she serves as president of the board of directors for Teammates of Norfolk and is a board member of the Elkhorn Valley Historical Society. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs with ongoing discretionary oversight and reporting.

Carter Faltys is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 designation with three years of industry experience. Prior to joining McMill CPA and Advisors, he worked at Jetsplash Car Wash and Elkhorn Valley Bank. He has a longstanding affiliation with Nebraska Wesleyan University, where he has been involved since 2019. Faltys also serves as a treasurer for Norfolk Secure Inc. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base that includes individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies implemented primarily through no-load mutual funds and ETFs, and integrates its investment services with an accounting practice that supports a wide range of financial and administrative needs.

Sherri Christensen Prim is a financial advisor at McMill CPA and Advisors with 22 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC and Christensen Associates, P.C. for over 20 years. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm manages approximately $862 million in client assets, utilizing a long-term, asset-allocation-focused investment approach grounded in modern portfolio theory.