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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

8 advisors near 68949

Out of 400,000+ nationwide

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Terry B

CFP®, Series 63

Holdrege, NE

Strategic blueprint, LLC

Terry Buskirk is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Strategic Blueprint, LLC and has prior experience with firms including USAdvisors Wealth Management and Securities America, Inc. Outside of his financial advisory work, Buskirk is a partner in First Nebraska Solar, LLC, a business that sells solar arrays to commercial and residential clients. Strategic Blueprint, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, family office services, and an uncommon subscription advisory program focused on ongoing, flat-fee planning and client education.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Grant E

Series 63, Series 65

Holdrege, NE

Principal Financial Services

Grant Ericksen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2011. Ericksen serves as President of the Holdrege Area Early Childhood Partnership, a nonprofit focused on partnerships between businesses and early childhood providers, and is also President of the Rotary Club of Holdrege, NE. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Retired Founder/Business Owner
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Joshua M

Series 63, Series 65

Holdrege, NE

Principal Financial Services

Joshua Murdoch is a financial advisor with Principal Financial Services based in Holdrege, NE, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Life Insurance Company since 2012 and Principal Securities Inc. since 2016. Outside of advising, Murdoch serves as the president of the Faith Christian School Board and is involved in several business ventures, including ownership roles in entities related to real estate, farm equipment rental, and office management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a focus on ongoing client reviews and a range of promoter and referral arrangements.

Retired Founder/Business Owner
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Benjamin L

Series 66

Holdrege, NE

LPL Financial

Benjamin Loberg is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Outside of his advisory role, he is an exercise leader for the YMCA of the Prairie in Holdrege, Nebraska. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kayla R

CFP®, Series 66

Holdrege, NE

Edward Jones

Kayla Rehnberg is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has nine years of industry experience, including ten years at Dana F. Cole & Company, LLP. She serves as a board member for the Don Sjogren YMCA in Holdrege, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew S

Series 66

Holdrege, NE

Edward Jones

Matthew Simpson is a financial advisor at Edward Jones with a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Great Western Bank and Sylvan Learning Center. He serves as a board member of the Holdrege Development Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Heather G

Series 66

Holdrege, NE

Edward Jones

Heather Gray is a financial advisor with Edward Jones in Holdrege, NE. She holds a Series 66 designation and has worked in the financial industry since 2022. Prior to joining Edward Jones, she spent eight years at Phelps Memorial Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Holli R

CFP®, ChFC®, Series 66

Holdrege, NE

Edward Jones

Holli Rich is a financial advisor with Edward Jones, holding CFP®, ChFC®, and Series 66 designations and seven years of industry experience. She has been with Edward Jones since 2010, including her current role beginning in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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