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John D
Series 65
Omaha, NE
Sterling Financial Advisors, LLC
John Dee is a Series 65-licensed financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He has 12 years of industry experience and has been with Sterling Financial Advisors since 2012. Outside of his advisory role, he manages a vacation cabin rental property in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align investments with client objectives.
Joseph B
Series 63, Series 65
Omaha, NE
Sterling Financial Advisors, LLC
Joseph Bayless is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Omaha Wealth Management, LLC since 2016 and Raymond James Financial Services, Inc. since 2010. Bayless is also licensed to sell insurance and annuities through Raymond James Insurance Group. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. The firm provides asset management through wrap accounts and employs fundamental and technical analysis with both long- and short-term purchase strategies.
Michael B
Series 63, Series 65
Omaha, NE
Sterling Financial Advisors, LLC
Michael Butkus is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. He has been with Omaha Wealth Management, LLC since 2016. Outside of his advisory role, he manages rental properties through two LLCs. Sterling Financial Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses. The firm offers asset management and pension consulting services, utilizing fundamental and technical analysis to implement a range of investment strategies, and operates a wrap-fee program alongside pension plan support.
Mary J
Series 63, Series 65
Omaha, NE
Sterling Financial Advisors, LLC
Mary Jochim is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Sterling Financial Advisors since 1998. Outside of her advisory work, she manages a vacation cabin rental in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management with fundamental and technical analysis across various asset classes and conducts periodic account reviews.
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