Your Goals. Your Money. Your Family. Our Help.

CONNECT

Address:

7216 Graceland Dr
Omaha, NE 68134-3333

Phone:

(402) 571-1505

Fax/Other:

(402) 571-0673

Associates

 
  • Todd A. Morris, CLU, ChFC

    President

  • Paul A. Folkers, CLU, ChFC, CFP®

    Executive Vice President

  • Jonathon Bartsch

    Associate Advisor

  • Carole Bennett

    Senior Administrative Assistant to Todd Morris since May 1998.

  • Norajane McIntyre

    Administrative Assistant to Paul Folkers since April 2015.

  • Waldo Goossen

    Administrative Assistant to Paul Folkers since March 2016.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck