Omaha, NE 12925 West Dodge Road Office

Christine Sand is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Creative Planning since 2017 and previously worked at Mutual of Omaha and the University of Nebraska - Lincoln. Christine is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental options such as direct indexing and tax-loss harvesting.

Jacqueline O'hern is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has worked at Creative Planning since 2017 and previously held roles at Lockton Companies, LLC, Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, and OneDigital. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of fiduciary and institutional services.

Lane Tryon is a CFP®, CFA®, and Series 65 credentialed advisor with nine years of industry experience. He has worked at Creative Planning since 2017 and previously spent four years at Powell, Ebert & Smolik, P.C. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a suite of retirement plan services.

Gerald Sharkey Jr. is a CFP® and Series 66-licensed advisor with Creative Planning, based in Omaha, NE, and has 17 years of industry experience. He has worked at Creative Planning since 2017, with prior roles at SigFig Wealth Management LLC, TD Ameritrade, and Securian Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and institutional services.

Josalyn Mosby is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Creative Planning and previously worked at Pacific Select Distributors LLC, Pacific Life Insurance, Securities America Advisors, and First National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Ryan Swartz is a CFP® with over 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Ryan is a managing member of Good Life Ventures, LLC and CKS Farms, LLC, and is a minority owner of a bar and grill restaurant in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jason Smith is a CFP® with 30 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2021. Prior to that, he held positions at Lockton Investment Advisors and Lockton Financial Advisors, as well as Cetera Advisors LLC and Tagge Rutherford Financial Group. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting.

Matthew Brtek is a financial advisor at Creative Planning with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, The Expanse Team Inc, and Waddell & Reed, among others. Outside of financial services, he is involved in equipment rental through his ownership of Sweet Treat Rentals. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by active management techniques and private market access.

Javid Dabestani is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Nathan Farmer is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been with Creative Planning since 2015. Outside of his advisory role, he is a minority owner of a bar and grill restaurant in Omaha, Nebraska. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.