Kent Nelson CIMA®

Managing Director - Omaha

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.