Omaha, NE Office

Myles Anderson is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and two years of industry experience. He has worked at Unified Legacy Advisors and The Patriot Financial Group Insurance Agency and has prior experience in hospitality and retail. Anderson is also an insurance producer involved in selling annuity and life insurance products suitable to clients' situations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various analytical methods and a range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Rebecca Frohlich is a CFP® with 23 years of industry experience, currently with The Patriot Financial Group, LLC in Omaha, NE. Her prior roles include positions at Fairway Insurance Services, Fairway Asset Management, Cambridge Investment Research Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she serves as Vice-President of the Millard West Lacrosse Board of Directors. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of analysis techniques and sometimes independent managers, with offerings that include mutual funds, ETFs, fixed income, private equity, and advisory annuities.

Spencer Adams is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 designation and having one year of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Unified Legacy Advisors, and Adaptive Investments, as well as experience at the University of Nebraska at Omaha. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and utilizing both fundamental and technical analysis.

Michael Neben is a financial advisor at The Patriot Financial Group, LLC with over three years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Unified Legacy Advisors since 2014. Neben serves as President and CEO of Unified Retirement Specialists and Unified Legacy Advisors and is also an instructor with the American Financial Education Alliance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for some client assets.

Seth Neben is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and seven years of industry experience. He has been with Unified Legacy Advisors for over a decade and serves as Vice President of Unified Retirement Specialists, a fixed insurance sales business. Neben also teaches financial education classes as an instructor with the American Financial Education Alliance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a variety of investment strategies and options while employing an active due diligence process for selecting insurance carriers and annuity products.

Michael Smith is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance and employs a variety of investment strategies, including discretionary portfolio management and third-party manager allocations.

Daniel Miller is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Unified Legacy Advisors, Colliers International, and Creighton University. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various investment strategies and utilizing a range of investment products including mutual funds, ETFs, fixed income, private equity, and advisory annuities.