Norfolk, NE South 4th Street Office

Andrew Steffensmeier is a financial advisor with McMill CPA and Advisors in Norfolk, NE, holding a Series 65 credential and nine years of industry experience. He has been associated with CBF Wealth Management since 2016 and Christensen Brozek Faltys, PC since 2013. Outside of his advisory role, he serves on the budget committee for the Norfolk Area Chamber of Commerce and is a board member of the Sacred Heart Parish Endowment Committee. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation investment approach grounded in modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily through no-load mutual funds, ETFs, and model portfolios, supported by integrated accounting and administrative services.

Jesus Corrales is a financial advisor at McMill CPA and Advisors with a Series 65 credential and two years of industry experience. He has worked at McMill CPA and Advisors since 2021 and previously held positions at AWG and Herbergers. Outside of his advisory role, he serves as treasurer for the Norfolk Area Community Foundation Fund. McMill CPA and Advisors provides investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base. The firm manages approximately $862 million in client assets using an asset-allocation approach grounded in modern portfolio theory and integrates accounting services through McMill CPA, P.C.

Clint Weeder is a financial advisor at McMill CPA and Advisors with 10 years of industry experience. He holds a Series 65 credential and has been with McMill CPA and Advisors since 2016. Outside of his advisory role, he serves as Vice President of the Herbolsheimer Estate Homeowners Association in Pierce, Nebraska. McMill CPA and Advisors offers investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily with no-load mutual funds and ETFs, while integrating investment management with its accounting practice.

Lynn Laible is a financial advisor at McMill CPA and Advisors with 26 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC since 2005 and Christensen Associates, P.C. since 1984. Outside of advising, she serves as president of the board of directors for Teammates of Norfolk and is a board member of the Elkhorn Valley Historical Society. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs with ongoing discretionary oversight and reporting.

Carter Faltys is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 designation with three years of industry experience. Prior to joining McMill CPA and Advisors, he worked at Jetsplash Car Wash and Elkhorn Valley Bank. He has a longstanding affiliation with Nebraska Wesleyan University, where he has been involved since 2019. Faltys also serves as a treasurer for Norfolk Secure Inc. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base that includes individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies implemented primarily through no-load mutual funds and ETFs, and integrates its investment services with an accounting practice that supports a wide range of financial and administrative needs.

Lynette Pofahl is a financial advisor at McMill CPA and Advisors with 26 years of industry experience. She has worked at Christensen Brozek Faltys PC since 2005 and Christensen Associates, P.C. since 1990. Outside of advisory work, she serves as treasurer for the nonprofit For The Girls Inc. and is involved as a member of Renegade LLC, a western clothing store. McMill CPA and Advisors offers investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach focused on long-term, buy-and-hold strategies using no-load mutual funds, ETFs, and model portfolios, with integrated accounting services through McMill CPA, P.C.

Dylan Kautz is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 designation. He joined McMill CPA and Advisors in 2024 and has prior experience at Cortrust Bank and Elkhorn Valley Bank, along with periods of full-time education. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, and businesses. The firm employs an asset-allocation focused investment approach based on modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily through no-load mutual funds and ETFs.

Larry Hilkemann is a financial advisor with McMill CPA and Advisors in Norfolk, NE, holding the PFS™ designation and bringing 27 years of industry experience. He has been associated with Christensen Brozek Faltys PC for 21 years and Christensen Associates, P.C. for over five decades. Outside of his advisory role, Hilkemann serves on the boards of the Norfolk Area Concert Association and the Wayne State College Foundation. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation focused approach grounded in modern portfolio theory, utilizing long-term buy-and-hold strategies primarily through no-load mutual funds and ETFs.

Kyle Koester is a financial advisor at McMill CPA and Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management LLC since 2014. Kyle serves as a business development manager for Wealth Management Nebraska LLC and is a board member of the Sacred Heart Parish Endowment Board. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing roughly $862 million in assets. The firm employs an asset-allocation focused, long-term investment approach using no-load mutual funds and ETFs, supported by comprehensive portfolio monitoring and client reporting.

Nathan Raabe is a Series 65 licensed financial advisor with McMill CPA and Advisors in Norfolk, Nebraska, and has 18 years of industry experience. He has been affiliated with McMill Wealth Management since 2008 and Wealth Management LLC since 2012. Outside of his advisory work, Raabe serves on the finance board of St. Paul Lutheran Church and holds board positions with the Wisner Housing Authority and the Wisner Pilger Community Schools Foundation. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, plans, trusts, and business entities. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies with no-load mutual funds and ETFs, and integrates its advisory services with a CPA practice offering tax and related services.

Stanley Christensen is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a PFS™ designation and Series 65 license with 27 years of industry experience. He has worked at Christensen Brozek Faltys, PC since 2009 and Christensen Associates, P.C. since 1973. Outside of his advisory work, he is a co-owner of farmland in St. Edward, NE, which he rents out. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs, and integrates advisory services with its accounting practice under shared branding.

Lynndsy Beckmann is a Series 65-licensed advisor with McMill CPA and Advisors in Norfolk, Nebraska, where she has worked since 2015. She has eight years of industry experience and is also a partner at McMill CPA, focusing on tax return preparation, financial statements, and business management. Beckmann serves as a board member of St. Joseph’s Parish Council, contributing to the nonprofit's fundraising and growth initiatives. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, utilizing long-term buy-and-hold strategies with no-load mutual funds and ETFs, and integrates its services with an in-house accounting practice.

Ethan Brozek is a Series 65 licensed advisor at McMill CPA and Advisors with four years of industry experience. He has been with the firm since 2018 and previously worked at the University of Nebraska - Omaha and Union Bank & Trust. In addition to his advisory role, Brozek works as an accountant at McMill CPA, preparing tax returns and financial statements. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm uses an asset-allocation approach based on modern portfolio theory and integrates investment management with accounting and related services through its affiliated entities.

Melissa Holan is a Series 65-licensed financial advisor with McMill CPA and Advisors in Norfolk, NE, bringing seven years of industry experience. She has worked at CBF Wealth Management since 2016 and Christensen Brozek Faltys PC since 2006. Outside of advisory services, she is involved with McMill CPA PC, a CPA firm focused on accounting functions. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in client assets. The firm employs an asset-allocation approach based on modern portfolio theory, emphasizing long-term, buy-and-hold strategies primarily through no-load mutual funds and ETFs, and integrates its services with an affiliated accounting practice.

Jared Faltys is a Series 65 licensed financial advisor with over 26 years of industry experience. He has been with Wealth Management Nebraska LLC since 2005 and also holds a longstanding role at McMill CPA and Advisors dating back to 1994. Outside of advisory work, he is a shareholder in a CPA firm and serves as a member and partner in charge of a third-party administration and recordkeeping company. He also holds a board position with a local transit organization. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs with regular rebalancing.