Omaha, NE Office

Myles Anderson is a Series 65-licensed financial advisor with The Patriot Financial Group, LLC, based in Omaha, NE. He has two years of industry experience and concurrently works with Unified Legacy Advisors. Outside of advisory roles, Anderson has experience in the restaurant industry, having worked at Bravo Italian Kitchen. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and advisory services. The firm employs a tailored portfolio approach using various analysis methods and includes insurance product implementation through its agency structure.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience, currently affiliated with The Patriot Financial Group, LLC in Omaha, NE. Her prior experience includes ten years at Fairway Insurance Services, LLC and Fairway Asset Management, LLC. She serves as Vice-President on the Millard West Lacrosse Board of Directors, where she leads board meetings and coordinates team activities. The Patriot Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm provides customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors.

Spencer Adams is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation. He has experience with Adaptive Investments, Unified Legacy Advisors, and The Patriot Financial Group Insurance Agency. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a diverse range of securities and employs a combination of charting, fundamental, and technical analysis, managing approximately $2.4 billion across 37 advisors.

Michael Neben is a financial advisor at The Patriot Financial Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Patriot Financial Group since 2022. Neben is also the president and CEO of Unified Retirement Specialists, an insurance brokerage, and serves as an instructor for the American Financial Education Alliance, where he conducts educational classes. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a mix of fundamental and technical analysis, maintaining ongoing oversight of independent managers and offering a wrap-fee program.

Seth Neben is a financial advisor at The Patriot Financial Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Unified Legacy Advisors since 2013. Neben is also vice president of Unified Retirement Specialists, a fixed insurance sales business, and serves as an instructor for the American Financial Education Alliance, a nonprofit focused on financial education. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and investment strategies, with quarterly reviews and oversight of unaffiliated independent managers.

Michael Smith is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and 2 years of industry experience. His prior work history includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. Outside of his advisory work, he has experience in education through positions at Brigham Young University - Idaho. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes tailored portfolio construction and continuous supervision, utilizing a range of investment strategies and asset classes.

Daniel Miller is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation. He has been affiliated with The Patriot Financial Group Insurance Agency, LLC since 2025 and has previous experience at Unified Legacy Advisors and Colliers International. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio construction using a variety of securities and investment strategies, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.