Norfolk, NE West Benjamin Ave Office

Patricia Lammli is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with Commonwealth Financial Network and CalmWater Financial Group, having previously worked at Boden Daniel Bierman and Northwestern Mutual Investment Management. Her career spans roles at multiple firms since 2011. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment resources, alongside discretionary model portfolios managed by its Investment Management and Research team.

Brenden Olsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 65 licenses and is based in Norfolk, Nebraska. In addition to advisory work, Olsen spends a small portion of his time engaged in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internally managed model portfolios and outsourced execution solutions.

Ethan Mortimer is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding a Series 65 designation. He has experience spanning roles at Commonwealth Financial Network, Nelnet, the University of Nebraska Lincoln, Precision IT, and the Norfolk Public School System. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base with about $212.7 billion in assets under management. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Spencer Heying is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes positions at Farm Credit Services of America and Insurance Mart. Heying is also the owner of SRH Financial, Inc., a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Boden Bierman is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and CalmWater Financial Group. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He is also co-owner of CalmWater Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various investment solutions, while enabling affiliated advisors to operate under their own brands.

Charles Olsen is a CFP® professional with 34 years of industry experience. He has been with Commonwealth Financial Network since 2011 and has operated Olsen Financial Services since 1990. Outside of his advisory work, he owns Calm Air Aviation, LLC, which operates an aircraft for business use. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Kyle Fuchtman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at CalmWater Financial Group since 2018 and previously spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner of CalmWater Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and their individual and institutional clients, managing over $212 billion in assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ryan Anderson is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network and Calmwater Financial Group, where he has worked since 2011. He is a co-owner of Calmwater Financial Group LLC and Calmwater Financial Network, LLC, and serves as president of RBA Financial, Inc., entities involved in financial planning and advisory services. Anderson is also a 20% owner of Calmwater Holding Company, LLC, which focuses on real estate related to branch office construction. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support to its affiliated advisors.

Jack Rother is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2011. He is also associated with Olsen, Goeken & Associates, LLC. Outside of his advisory work, he is involved as an owner and member of several private entities focused on corporate education, securities, and financial planning. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a variety of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jesse Hinrichs is a financial advisor with Commonwealth Financial Network in Norfolk, NE, holding the CFP® and ChFC® designations and over 26 years of industry experience. His prior roles include nearly two decades at Northwestern Mutual in various capacities before joining CalmWater Financial Group and Commonwealth Financial Network in 2018. Outside of advisory work, he is co-owner of Mach 1 Ranch, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, supporting advisors with both discretionary and nondiscretionary portfolio management solutions.

Travis Riggert is a CFP® with 23 years of industry experience, associated with Commonwealth Financial Network and CalmWater Financial Group since 2011. He also has a long-standing affiliation with Olsen Goeken & Associates, L.L.C. and Lutheran High School Northeast. Outside of his advisory roles, he is involved in managing private entities related to financial planning and corporate education. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance resources to affiliated advisors.