I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional based in Kearney, Nebraska with Oldfather Financial Services. I specialize in helping physicians and other high-income professionals navigate financial decisions including student loans, tax planning, investing, retirement planning, and career transitions. My approach is focused on simplifying complex financial situations and helping clients build a clear plan that aligns with their goals and values. I work with clients locally and across the country, combining a specialized focus on medical professionals with the experience and resources of an established advisory team.

Troy Brockmeier is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Oldfather Financial Services. He has been with the firm and its related entities since 2015 and also works as an adjunct professor at the University of Nebraska Kearney, where he teaches Personal Money Management. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses, offering investment management, financial planning, and retirement-plan consulting. The firm employs a modern portfolio theory-based approach, focusing on broadly diversified, market-based portfolios managed through model allocations and a core-and-satellite framework.

William Oldfather is a financial advisor at Oldfather Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oldfather Financial Services and its affiliated entities since 1992. Oldfather Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, foundations, and businesses. The firm provides investment management, financial planning, and retirement-plan consulting, employing a strategy grounded in modern portfolio theory and a core-and-satellite framework with broadly diversified, market-based portfolios.

Brandi Horacek is a financial advisor at Oldfather Financial Services with five years of industry experience. She holds a Series 65 designation and has previously worked at Quill Quest Books and Valley Medical Management Services. Oldfather Financial Services is a fee-only registered investment adviser serving individuals, pension plans, trusts, foundations, and businesses. The firm manages approximately $556 million in client assets and employs investment strategies based on Modern Portfolio Theory and the Fama-French Three-Factor model.