Pamela Dee Goswick

“Am I on the right track?” Whether you’re saving for a big goal or just want a reality check, I’ll give you a clear, straightforward assessment to build your confidence or or steer you back on course. “Are there things I should be doing differently?” From fine-tuning your investments to rethinking overall strategy, I’ll pinpoint opportunities and develop strategies that fit your unique life. “Who will be my thought partner when things change?” Life throws curveballs. Whether it be new jobs, market shifts, or family changes, I’m your flexible, hourly go-to, ready to adapt with you whenever you need me. “Who will I turn to if something happens to my spouse?” Losing a partner is overwhelming, and the financial questions can feel endless. I’ll step in with steady, compassionate advice to help you navigate what’s next.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Sterneck Capital Management since 2014. Outside of her advisory role, she and her husband operate a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, incorporating various asset types and recently expanded third-party SMA offerings.

Tiffany Polifka is a CFP® with 20 years of industry experience, currently serving as an advisor at Arnold Weitz & Co since 2010. She also has a longstanding role with Raymond James Financial Services, Inc. since 2008. Arnold Weitz & Co. provides investment advisory and financial planning services primarily to individual and family clients, including high-net-worth households, as well as trusts, foundations, and certain corporate entities. The firm emphasizes individualized asset-allocation models with a focus on equity income and balanced strategies.