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 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 ANALYST®. 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 a CERTIFIED FINANCIAL PLANNER™. In addition to serving his private clients, he oversees and approves the firm’s financial planning process and is a member of our investment committee. He is a retired Air Force Lt. Colonel, aviator and squadron commander. His earliest financial experience was as a project officer formulating the Air Force budget and later as a Senior Financial Advisor at Merrill Lynch. He has undergraduate degrees in Biology and Psychology from the University of California, Irvine, and a Master’s degree in Systems Management from the University of Southern California, School of Engineering. He is a member of the Offutt AFB Advisory Council, the 55 Wing Association, The Financial Planning Association and a patron of the Omaha Creative Institute.
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™
Senior Vice President and Financial Advisor
Andrea McMahon is the firm’s Chief Investment Officer and chair of 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 President-elect 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 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.
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.
Vice President and Financial Advisor
Rod has 27 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 farmers. 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 Advisory Board. Rod is active in his church and is a board member for the Cornhusker Christian Foundation.
Stephen R. Patterson
Vice President and Financial Advisor
Steve has a broad financial services background that spans over 20 years in the industry. 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.
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 Deloutte and Touche, 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
Kathy Waterman, CFP®
Kathy Waterman has a passion for creating sustainable financial plans for each of her clients. In addition to her planning acumen, Kathy has a wide and distinguished background in financial services as an investment advisor representative, senior portfolio analyst and licensed insurance representative. She graduated from Upper Iowa University in 1995 with a Bachelor of Science in Accounting and from the College of Financial Planning in 2008. Kathy has over 15 years of experience in financial services. She is active in her church and is a past board member of her local library.
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.
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.
Operations and Compliance Manager
Peggy directly oversees the firm’s Client Associates and manages the firm’s Compliance and Disaster Recovery Program, ensuring the firm’s procedures and operations remain within strict regulatory guidelines. She has 21 years of experience in the financial services industry. Peggy graduated from the University of Nebraska-Omaha with a Bachelor’s of Science degree in Business Administration and later earned a Master’s Degree in Public Administration from the University of Nebraska-Omaha.
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.
Mike has two years of industry experience and has a FINRA Operations Professional Series 99 designation. Mike graduated from University of Nebraska-Omaha with a Bachelor of Science degree in Business Administration with an emphasis on Accounting and Finance.
Liz is a Client Associate who also greets and receives our guests during office visits. She graduated from Rockhurst University with a Bachelor of Science degree in Business Administration.
Mandy has 10 years of experience working in the Financial Services Industry in sales and account management. Mandy was an active member of the National Association of Insurance and Financial Associates (NAIFA) and served on their board for 5 years.