Wealth Management

Anthony Fiore is a financial advisor with Wealth Management, LLC in Mundelein, Illinois, holding a Series 65 designation and 11 years of industry experience. He has been with Wealth Management since 2014 and has also served as CEO of Accountants Solutions, Inc., an accounting software sales company, since 2002. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a modern portfolio theory investment approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Barry Horowitz is a financial advisor with Wealth Management, LLC who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Wealth Management since 2018 and previously held roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. Outside of advising, Horowitz serves as president of his own accounting firm, Barry I. Horowitz, CPA, A Professional Corp, which provides tax preparation, bookkeeping, payroll, and accounting software consulting. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Corey Cooney is a financial advisor at Wealth Management Nebraska LLC with three years of industry experience and holds a Series 65 designation. He has a background in accounting, currently working as a staff accountant at Gabriel Burger Else CPA PC. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individual and institutional clients, managing approximately $3.1 billion in assets with an investment approach based on modern portfolio theory and primarily passive investment strategies.

Kordell Glause is a financial advisor at Wealth Management with a Series 65 credential and two years of industry experience. He has worked primarily in accounting, currently serving as a staff accountant at GBE CPA in Seward, Nebraska. 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 employs a modern portfolio theory approach, using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

John Williamson is a Series 65 licensed advisor with Wealth Management in Cullman, Alabama, bringing eight years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently works with Stroup & Associates CPAs. Williamson serves on the boards of the Cullman Regional Foundation and the Cullman Housing Authority. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, with integrated tax and administrative support services.

Thomas Pohlen is a Series 65-licensed advisor with six years of industry experience. He is currently with Wealth Management and has held roles at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of his advisory work, Pohlen is a regional director for a back-office operational solution for qualified retirement plans and a co-owner of a commercial cleaning business. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based investment approach using primarily passively managed mutual funds and ETFs, manages approximately $3.1 billion in assets, and offers integrated administrative services for retirement plans.

Christine Shenk is a financial advisor at Wealth Management with 17 years of industry experience. She holds a Series 65 designation and has been with Wealth Management LLC since 2008. In addition to her advisory role, she is a shareholder at Almquist Maltzahn Galloway Luth PC, an accounting firm. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed mutual funds and ETFs, with an integrated operational model that includes affiliated accounting and administrative services.

Robert Almquist is a financial advisor at Wealth Management Nebraska with 18 years of industry experience. He holds a Series 65 credential and has been with Wealth Management Nebraska since 2007. Prior to that, he worked at Almquist, Maltzahn, Galloway & Luth, P.C. for 47 years. Outside of advising, he is involved in real estate construction and property management through his membership in Do All Construction and Do All Properties. Wealth Management Nebraska 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 emphasizes a portfolio approach based on modern portfolio theory, utilizing passively managed mutual funds and ETFs.

Mark Haynes is a Series 65-licensed financial advisor with Wealth Management Nebraska, bringing three years of industry experience. Prior to joining Wealth Management Nebraska, he worked at Epic Trust Financial Group and Moss Adams LLP. He also serves as an adjunct faculty member at Heritage University, teaching university courses. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as defined contribution retirement plan sponsors and pension plans. The firm employs a modern portfolio theory-based approach, primarily utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services through affiliations with accounting and recordkeeping firms.

Jamie Clemans is a financial advisor with Wealth Management Nebraska LLC and holds the PFS™ designation. He has 10 years of industry experience and has worked at Almquist Maltzahn Galloway Luth since 2008, where he also serves as a manager at the affiliated CPA firm, providing audits, financial statements, tax returns, and bookkeeping services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

David Smith is a financial advisor with Wealth Management Nebraska LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Smith Patrick LLC and Swink, Smith, Coplen & Company, P.C. He is also a partner at Smith Patrick PC, an accounting firm where he provides tax and management services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Jason Eger is a financial advisor at Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Wealth Management LLC since 2019, previously serving at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. In addition to advising, he owns and operates EGER CPA PC, a CPA firm providing tax return preparation and business and individual advice. Outside of financial services, he is involved in retail through ownership of US Liberty Arms, LLC. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach using primarily passively managed mutual funds and ETFs.

Kristy Hight is a financial advisor at Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Acorn Trust Company since 2020 and Clausen & Rice LLP since 2019, where she serves as a senior accountant involved in tax return preparation, bookkeeping, consulting, and tax planning. Prior to these roles, she was employed at American Bank & Trust from 2014 to 2019. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a portfolio approach based on modern portfolio theory, utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Corey Breneman is a financial advisor with Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Wealth Management since 2006 and also operates an accounting firm providing personal and corporate tax and accounting services, where he serves as president and owner. Breneman volunteers as treasurer for Main Street Church and is involved with nonprofit entities Gifts of Love Haiti and Gifts of Love International. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm employs a modern portfolio theory approach, using passively managed mutual funds and ETFs, and provides integrated advisory, administrative, and fiduciary services.

Joseph Stump is a PFS™ credentialed financial advisor with 13 years of industry experience. He has been with Wealth Management LLC since 2012 and also maintains a role at Almquist Maltzahn Galloway Luth P.C., a public accounting firm where he is a shareholder. Outside of his advisory work, Stump serves on the finance committee of Resurrection Parish and holds board positions with Fonner Park and Grand Island Central Catholic School. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio strategy based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.