Wealth Management

Anthony Fiore is a financial advisor at Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management since 2014. In addition to his advisory role, Fiore serves as CEO of Accountants Solutions, Inc., a company focused on accounting software sales since 2002. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

Corey Cooney is a financial advisor at Wealth Management with three years of industry experience and holds the Series 65 designation. He has a background in accounting, working as a staff accountant with Gabriel Burger Else CPA PC since 2019 and previously with several CPA firms and other employers from 2014 to 2018. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

Kordell Glause is a financial advisor at Wealth Management with a Series 65 designation and two years of industry experience. He has a background in accounting, currently working as a staff accountant at GBE CPA. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides support services for other advisors and plan sponsors.

John Williamson is a Series 65-licensed financial advisor with Wealth Management in Cullman, Alabama, bringing nine years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently is involved with Stroup & Associates CPAs. Williamson serves as a board member for the Cullman Regional Foundation and as a commissioner on the Cullman Housing Authority. Wealth Management Nebraska LLC advises individual, high-net-worth, and institutional clients using broadly diversified, passively managed portfolios that emphasize long-term, buy-and-hold strategies with periodic rebalancing. The firm also provides fiduciary services, financial planning, and backoffice support for other advisors.

Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

Christine Shenk is a Series 65 licensed financial advisor with Wealth Management in Norfolk, Nebraska, and has 17 years of industry experience. She is also a shareholder in Almquist Maltzahn Galloway and Luth, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and offers support services for other advisors and plan sponsors.

Robert Almquist is a Series 65-licensed financial advisor with Wealth Management Nebraska, bringing 18 years of industry experience. He has been with Wealth Management Nebraska since 2007 and previously worked for Almquist, Maltzahn, Galloway & Luth, P.C. for 47 years. Outside of his advisory role, Almquist is involved in real estate construction and property management through his membership in Do All Construction and Do All Properties. Wealth Management Nebraska advises individual and high-net-worth clients as well as institutional clients, providing services such as discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold strategy and also offers back-office support for other advisors.

Mark Haynes is a financial advisor at Wealth Management Nebraska with three years of industry experience. He holds a Series 65 designation and previously worked at Epic Trust Financial Group and Moss Adams LLP. Outside of advisory work, he serves as an adjunct faculty member at Heritage University, where he teaches university courses. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory and supports other advisors through backoffice and recordkeeping services.

Jamie Clemans is a PFS™ credentialed advisor with 10 years of industry experience. He is affiliated with Wealth Management in Norfolk, NE, and has been a manager at Almquist Maltzahn Galloway & Luth, a CPA firm, since 2008, where he performs audits, prepares tax returns, and provides bookkeeping services. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients with a focus on discretionary asset management and financial planning. The firm uses diversified, passively managed portfolios based on modern portfolio theory and offers back-office support and fiduciary services to other advisers and plan sponsors.

David Smith is a financial advisor with Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Smith Patrick LLC and its predecessor entities since 2007 and was also associated with Swink, Smith, Coplen & Company, P.C., and Blue Ocean Portfolios, LLC. Outside of advisory services, Smith is a partner and accountant at Smith Patrick PC, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by offering discretionary asset management, fiduciary services for retirement plans, back-office support, and financial planning. The firm utilizes broadly diversified, passively managed portfolios focusing on long-term, buy-and-hold strategies with an emphasis on cost minimization and fee transparency.

Jason Eger is a financial advisor with Wealth Management who holds a Series 66 designation and has 12 years of industry experience. He has worked at Wealth Management LLC since 2019 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he owns and operates Eger CPA PC, a CPA firm providing tax preparation and business and individual advice since 2009. He is also involved in retail business ownership through US Liberty Arms, LLC. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios based on modern portfolio theory, with an emphasis on fee transparency and cost minimization, and provides backoffice and support services to other advisors and plan sponsors.

Kristy Hight is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. She has worked at Acorn Trust Company, Rice & Associates, Inc., and American Bank & Trust. Outside of her advisory role, she serves as a senior accountant at Clausen & Rice LLP, providing tax return preparation, bookkeeping, consulting, and tax planning services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, backoffice support, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, and offers model allocation portfolios with an emphasis on fee transparency and cost minimization.

Corey Breneman is a financial advisor at Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealth Management since 2006. In addition to his advisory role, he is president and sole owner of an accounting firm providing personal and corporate tax services, and he serves as treasurer for Main Street Church, a nonprofit organization. Wealth Management Nebraska LLC serves individual, high-net-worth, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through back-office and recordkeeping services.

Joseph Stump is a PFS™ credentialed advisor with Wealth Management Nebraska LLC in Norfolk, NE, with 13 years of industry experience. He has worked at Wealth Management LLC since 2012 and is also a shareholder at Almquist Maltzahn Galloway Luth P.C., a public accounting firm. Stump serves on the finance committee for Resurrection Parish and holds board positions with Fonner Park, Home Federal Savings & Loan Association of Grand Island, and Grand Island Central Catholic School. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, focusing on fee transparency and cost minimization, and also provides back-office and recordkeeping support to other advisors.