Omaha, NE Fnb Parkway Office

Tyler Grubb is a CFP® with three years of industry experience, currently advising at Mariner Wealth Advisors. Before his advisory role, he spent seven years at Conagra Brands and completed his studies at the University of Nebraska–Lincoln. Mariner serves a diverse client base, including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines in-house research with external managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Sean Meagher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. He previously worked at Bank of America and Merrill from 2015 to 2018. Outside of traditional financial services, he was involved with Major League Lacrosse from 2015 to 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

James Siemonsma is a financial advisor with Mariner in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Msec, LLC, ProEquities, Inc, and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs discretionary, customized portfolio strategies supported by an internal management team and third-party managers.

Jack Herman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Charles Schwab & Co., Pacific Life Insurance Company, and FBL Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios managed by an Investment Committee and supported by in-house research alongside third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Daniel Tucker is a CFP® with 36 years of industry experience, currently affiliated with Mariner. He has worked with Mariner Wealth Advisors and Msec, LLC during his career. Tucker serves on the board of Chariots 4 Hope, a faith-based nonprofit that provides vehicles to low-income families. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies including alternatives and digital assets, along with integrated tax and accounting services uncommon among large advisory firms.

Thomas Kozney is a financial advisor at Mariner with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial Services and TD Ameritrade. Kozney has been with Mariner since 2019. Mariner serves a diverse client base through investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

James Boese is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at TS Bank, Callahan Financial Planning Company, FBL Financial Group, and Bank of the West. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Thelma Pickering is a financial advisor at Mariner with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Mariner Wealth since 2021, following prior roles at Securities America, Inc. and Moylan Kropp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers to implement discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

William Gamblin is a financial advisor at Mariner Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TIAA-CREF, Charles Schwab, and U.S. Bancorp Investments. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a large enterprise.

Edward Meekins is a financial advisor with Mariner based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Msec, LLC, Mariner Wealth Advisors, Proequities Inc, Honkamp Krueger Financial Services Inc, CWM, LLC, LPL Financial, and Cetera Investment Services LLC. Meekins is currently affiliated with Msec, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party managers to deliver customized portfolio solutions.

Adam Albright is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His career includes roles at Vision Financial Group, The Buckle, Inc., and Queen's Price Chopper, as well as work connected to Drake University and Bishop Miege High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized discretionary portfolios supported by in-house research and third-party managers.

Tami Ledger is a financial advisor at Mariner with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked across various Mariner divisions since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.