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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Sara K

Series 66

Geneva, NE

LPL Financial

Sara Kresser is a financial advisor with LPL Financial in Geneva, Nebraska, holding a Series 66 designation and three years of industry experience. She previously worked at Tyler Williams and has been involved with Reinke Manufacturing Co., Inc. Outside of finance, she is a bartender at Lazy Horse Brewing and is active with St. Peter Lutheran Church. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm provides a range of advisory and brokerage services supported by in-house research and a large network of investment adviser representatives.

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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Gregory J

Series 63

Sutton, NE

Cetera

Gregory Jahnke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he is also an insurance agent specializing in fixed life and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary approaches with access to multiple program structures and fiduciary solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Michael L

Series 63, Series 65

Geneva, NE

LPL Financial

Michael Lynch II is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial. Lynch also operates a non-variable insurance business through Creative One. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Tyler W

Series 63, Series 66

Geneva, NE

LPL Financial

Tyler Williams is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has served on the Fillmore County Hospital Board since 2019 and is involved with local business and community organizations including the Geneva Chamber of Commerce. In addition to his advisory work, he owns non-investment related businesses such as TMW Group LLC and 3554R, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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 and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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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