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Andrew W

CFP®, Series 66

Lincoln, NE

Focus Partners Wealth, LLC

Andrew Waite is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Executive Wealth Management, and LPL Financial. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jacqueline B

Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Jacqueline Becker is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Bellwether Wealth, UBS, UMB, American National Bank, and Pier 1 Imports. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Hank H

Series 65

Lincoln, NE

Focus Partners Wealth, LLC

Hank Harris is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bellwether Wealth, Axos Clearing, and the Nebraska Department of Insurance. Prior to his advisory career, he was employed at the University of Nebraska-Lincoln and Thayer Central Community School. Focus Partners Wealth serves a diverse clientele including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with external managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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