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Financial Planning Professionals

Our professionals who offer comprehensive planning that considers your investments, taxes, insurance, retirement and estate planning.

Becky Ferguson, Assistant VP & Private Client Advisor
Rebecca J. Ferguson, CFP®
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
CERTIFIED FINANCIAL PLANNER™ Certificant
Holds Series 7 and 63 Securities Licenses
Industry experience since 1984
Member: Financial Planners Assn.; Nebraska Financial Planners Assn.
Phone: 402.323.1334
email Becky
Brian Benge, Investment Officer & Private Client Advisor
Brian P. Benge
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska 
Industry experience since 2004
Phone: 402.323.1253
email Brian
Samantha Eckhardt, Investment Officer & Private Client Advisor
Samantha A. Eckhardt, CFP®
Assistant Vice President—Private Client Advisor
Financial Planning & Wealth Management
B.S., University of Nebraska
CERTIFIED FINANCIAL PLANNER™ Certificant
Industry experience since 2004
Phone: 402.323.1178
email Samantha
Dan Stous, Investment Officer & Portfolio Manager
Dan Stous
Investment Officer—Portfolio Manager
Financial Planning & Wealth Management
B.S. University of Nebraska
MBA, University of Nebraska
Industry experience since 2006
Phone: 402.323.1781
email Dan

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.