America First Investment Advisors LLC

Eric Ball is a CFA® charterholder with 27 years of industry experience. He has been with America First Investment Advisors LLC since 1997, serving in various roles throughout his tenure. The firm provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. America First Investment Advisors emphasizes fundamental equity analysis, building equity-oriented portfolios typically consisting of 15 to 25 positions, and uses exchange-traded funds for fixed-income exposure with attention to credit quality and duration.

Andrew Holloway is a financial advisor at America First Investment Advisors LLC with two years of industry experience. He holds a Series 65 license and previously worked at Agile Sports Technologies, Inc. and Deloitte & Touche LLP. Holloway is a licensed certified public accountant but does not provide accounting services outside of his role at the firm. America First Investment Advisors offers discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm emphasizes fundamental equity analysis and manages equity-oriented portfolios alongside fixed-income exposure, serving clients with a minimum account size of $300,000.

Katerina Wiese is a CFP® with 18 years of experience and is currently a financial advisor at America First Investment Advisors LLC. She has been with the firm since 2008. Outside of her advisory role, she is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. America First Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm focuses on fundamental equity analysis and builds equity-oriented portfolios typically consisting of 15 to 25 positions, with fixed-income exposure managed through exchange-traded funds.

Amy Byrne is a financial advisor with America First Investment Advisors LLC in Omaha, NE. She holds a Series 65 credential and has six years of industry experience, including eight years at her current firm and 29 years at Westchester Capital Management. America First Investment Advisors LLC provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm emphasizes fundamental equity analysis and typically constructs equity-oriented portfolios of 15 to 25 positions, with fixed-income exposure primarily through exchange-traded funds.

Matthew Holloway is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with America First Investment Advisors LLC since 2014. America First Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental equity analysis and typically manages equity-oriented portfolios of 15 to 25 positions, with fixed-income exposure primarily implemented through exchange-traded funds.

Stephen Perry is a financial advisor with America First Investment Advisors LLC in Omaha, NE. He holds the Series 65 designation and has experience from prior roles at Spreetail and FNBO. Perry joined America First Investment Advisors in 2025 as part of a seven-advisor team. America First Investment Advisors provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on fundamental equity analysis and typically constructs equity-oriented portfolios supplemented by fixed-income ETFs, managing over $590 million in assets.

Barry Dunaway is a CFA® charterholder with 26 years of industry experience. He has been with America First Investment Advisors LLC since 2004 and holds the Series 63 designation. Barry works out of Omaha, NE, as part of a seven-advisor team. America First Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental equity analysis and builds equity-oriented portfolios typically consisting of 15 to 25 positions, while fixed-income exposure is managed primarily through exchange-traded funds focused on credit quality and duration.