Integrity, Excellence & Care
When we sit down with you to talk about wealth management, we start by understanding who you are and what you value most. Oftentimes this exchange naturally shifts to identifying similar hobbies, showing off pictures of grandchildren or laughing about the family pet that has captured our hearts.
We recognize that the impact of our work extends far beyond our office, and it’s with this in mind that we purposefully pursue our work.
We always promise to tell you the truth when it’s good and bad, because being good stewards of your resources means putting your interest first in each decision we make.
Our firm is intentionally crafted to meet your needs. We understand the value in collaborating and leveraging our expertise to map out the best plan for each client.
We know you lead busy lives that are full of family, community and career commitments. That’s why we come alongside you to help guide your financial future and serve you well.
Kent Nelson, CIMA®
Kent is a co-founder of our firm and a Certified Investment Management AnalystSM. In addition to serving the planning needs of his clients, Kent also manages and advises on fixed income investments for institutional clients. He is responsible for the day-to-day operations management and is our firm’s designated Chief Compliance Officer. A former Merrill Lynch Vice President, he brings 30 years of experience to our investment committee. Kent graduated from the University of Nebraska at Omaha with a Bachelor of Science degree in Finance. He is a long-time Nebraska resident and an active Rotarian.
Burton Van Denburg, CFP®
Dutch is a co-founder of our Firm and is a Certified Financial PlannerTM professional. Dutch is a retired Air Force Lt. Colonel and former squadron commander. He gained an early appreciation for strategic and tactical planning while working in the Air Force Planning, Programming and Budget Office at the Pentagon, and later as an Operations Officer at the National Military Command Center for the Chairman of the Joint Chiefs of Staff. After retiring from the Air Force, Dutch built a financial planning and investment practice as a Senior Financial Advisor at Merrill Lynch. In 2009, he helped launch our Registered Independent Advisory (RIA) Firm. He has undergraduate degrees in Biology and Psychology from the University of California Irvine, and a Master’s in Systems Management from the University of Southern California. He is on the Board of Directors for the Financial Planning Association of Nebraska, and is a member of the Offutt AFB Advisory Council.
Britt is a co-founder of our firm and has been guiding his clients with financial planning and asset management since 1999. In addition to serving private clients, Britt is involved in business development opportunities for our firm. He meets routinely with experienced financial advisors and business owners in need of succession planning for their businesses. His earlier experience includes eight years with Wells Fargo Investments where he rose to the position of Assistant Vice President. Britt earned a Bachelor of Science degree from University of Nebraska, Omaha, and he is a past president and active member of the Kiwanis Club of Southwest Omaha.
Andrea McMahon, CFA®
Managing Director and Chief Investment Officer
Andrea McMahon is a Managing Director and the Chief Investment Officer. She chairs the firm’s Investment Committee. Her practice has become increasingly focused on financial planning and meeting the needs of highly successful women investors. Andrea earned a CHARTERED FINANCIAL ANALYST® designation in September 1994. She is a member of the CFA® Society of Nebraska, Treasurer and past president of the Habitat for Humanity of Omaha Friends Board, a member of the University of Nebraska at Omaha Advisory Council to the Department of Banking, Finance and Real Estate within the College of Business, serves on the finance committee and the investment sub-committee for Omaha Community Foundation and is a mentor for Tom Osborne’s Teammates Program. Andrea has a BSBA from the University of Nebraska at Omaha.
Rod has 30 years of experience in the securities, investment advisory and insurance industries. He serves a diverse clientele and has a special affinity for meeting the financial planning needs of the agricultural community. After seeing to the needs of his clients, Rod leads our risk management division. He oversees and approves the application of insurance strategies to meet our client’s estate and asset and survivor protection objectives. He obtained an Associate of Arts degree from York College where he also serves on the President’s Council. Rod serves as an elder at his church.
Senior Vice President and Financial Advisor
Jack McMannama has been in the investment business for over 35 years. He founded and was principal owner of McMannama and Associates in Omaha before merging his firm with Nelson, Van Denburg and Campbell in September 2015. Prior to launching his own firm, Jack worked for a large trust department in Omaha. Jack manages portfolios for private clients, institutional trust clients and tax exempt entities. He has a Bachelor of Science degree in Business Administration from the University of Nebraska. Jack serves on the Board of Trustees for Forest Lawn Cemetery.
Stephen R. Patterson, AIF®
Senior Vice President and Financial Advisor
Steve has a broad financial services background that spans over 20 years in the industry and earned his accredited investment fiduciary. Most recently, he created financial plans and provided investment advice to private clients and helped business owners establish company retirement plans at Lutz Financial in Omaha. He is a former Vice President at First National Investment Bank, and a former Assistant Vice President of Business Development at First National Merchant Solutions. Steve earned his MBA from Creighton University, where he also completed his undergraduate studies in Finance and Economics. Steve is a Board Member on the Metropolitan Utility District Board, Creighton Prep Alumni Board and community Health Charities State Board. He also volunteers with Boy Scouts of America, serves on the Catholic Charities Behavioral Health Advisory Committee and the Offutt AFB Advisory Council.
Tony Cerone CFP®
Certified Financial Planner and Financial Advisor
Tony is a CERTIFIED FINANCIAL PLANNERTM who brings a high level of planning and investment experience to our firm. He has a long history of meeting the diverse comprehensive planning needs of clients at Deloitte, Merrill Lynch and Lutz Financial, before joining our firm. Tony graduated from Nebraska Wesleyan University with a bachelor’s degree in economics. He later earned a Master’s degree with a focus on tax and financial planning from San Diego State University. Additionally, Tony serves as a mentor to our newly accredited planners.
Donald Stanley CRPC®
Don has served in the financial services industry for more than 10 years and holds the designation of CHARTERED RETIREMENT PLANNING COUNSELORSM. Prior to joining our firm, Don has helped clients better their financial situations at Fidelity Investments, Waddell & Reed, and TD Ameritrade. He has a passion for developing lasting relationships with individuals and families. He believes strongly in the value of constructing comprehensive financial plans to safeguard the things most important to his clients. He holds a Bachelor of Science degree in Business Administration from the University of Nebraska – Lincoln.
Financial Planning Specialists
Stephen Esch, CFP®
Steve works alongside the firm’s advisors and clients in creating financial plans and is a Certified Financial PlannerTM. He is strongly committed to comprehensive planning and believes it’s integral to a healthy financial life and goal achievement. He has a Bachelor of Science degree in Business Administration from Creighton University with a focus on Marketing and Financial Planning.
Jay works in conjunction with the firm’s advisors and clients in creating and maintaining financial plans. He is a candidate for a CFP® certification who strongly believes in comprehensive financial planning and the benefits it brings to financial retirement and goal success. He earned a Bachelor of Science degree in finance from the University of South Dakota. Jay gained extensive experience in corporate finance in his previous role at ConAgra Foods.
Nate works with advisors to create and maintain a personalized financial plan for each client. He is a Candidate for CFP® Certification who believes in a comprehensive financial planning approach centered around achieving individualized goals. He earned a Bachelor of Science in Business Administration with a focus on Financial Planning from Creighton University. Prior to joining our team, he was an intern for TD Ameritrade and Pacific Life.
Will Shafroth, CFP®
Will is a Certified Financial PlannerTM professional, and works with the firm’s advisors and clients in creating and maintaining financial plans. He believes comprehensive financial planning is essential to goal achievement and success. He is a graduate of the University of Denver, where he was on the Dean’s List. He brings industry and financial planning experience from his previous positions at Merrill Lynch and Fidelity Investments.
Director of Operations
As Director of Operations, Cindi manages the firm’s administrative support team. In her role, she functions as HR Administrator, oversees Operations and serves as project manager for corporate initiatives. She is responsible for incorporating new ideas into operational and administrative processes. A former Vice President, Client Relationship and Operations Manager at Merrill Lynch, Cindi brings 40+ years of industry experience and a passion for client service.
With over 3 years of experience in the industry, Liz is a Client Associate who is committed to delivering the highest level of service. As the firms Operation Manager, she is responsible for executing processes to ensure business operations run smoothly. Liz graduated from Rockhurst University with a Bachelor of Science degree in Business Administration.
Senior Client Associate
Joni has 35 years of account servicing experience and has been a Registered Sales Associate with Kirkpatrick Pettis, Merrill Lynch and Wells Fargo. Joni received her Bachelors of Arts in Banking and Finance from Buena Vista College. Joni maintains currency as a licensed health, life and disability insurance representative.
Senior Client Associate
Diane is a financial services business analyst with experience in the securities industry and payment card transaction processing. Her experience at First Data Corporation, TD Ameritrade and Manarin Investment Counsel have helped her develop advanced business analysis skills and extend her knowledge of the financial sector.
Mandy brings over 10 years of experience working in the Financial Services Industry in sales and account management on a national level. She also served as a liaison between customers and IT on web development, implementing innovative ideas to enhance and improve website functionality. Mandy graduated from the University of Nebraska with a Bachelor of Science degree in Meteorology with minors in Math and Communications. Mandy served on the board for the Charlotte, NC chapter of NAIFA (National Association of Insurance and Financial Associates) for 5 years.
With over 20 years of experience in the banking industry, Lynn brings a high level of dedication to client service. Lynn was born and raised in Sioux Falls, South Dakota and moved to Omaha 30 years ago. Prior to joining the firm in February 2018, she worked for 15 years as an Administrative Assistant for an independent real estate appraiser.
Administrative Support Associate
As Receptionist and Administrative Support Associate, Laura is committed to making clients feel welcome when they call or visit the office. In her role, she performs tasks that support the firm’s business operations, and also manages projects to assist advisors in serving their clients. Laura, a lifelong Nebraska resident, grew up in Wahoo before moving to Lincoln to attend the University of Nebraska. She received a Bachelor of Science degree in Horticulture in 2013 and joined the firm in 2017.