Courtney is the Director of Marketing at Stonebridge, where she leads all marketing campaigns, events, and financial education seminars. With a bachelor’s degree in Human Development & Family Relations, Courtney has honed her ability to build warm, genuine relationships with clients. Her 20+ years of experience in customer service, project management, and marketing have enabled her to ensure customer satisfaction and loyalty through personable and skilled service.

Courtney is passionate about helping people learn about tax-free retirement, investing, and estate planning. Known for her strong relationship-building and customer retention strategies, she thrives on creating efficient processes and meaningful customer connections. She has experience with forming partnerships with other businesses to further this mission and enjoys contributing to Stonebridge’s vision of helping clients achieve their financial goals.

Outside of work, Courtney is a proud ‘boy mom’ and enjoys camping, boating, fishing, and watching football with her husband, Brent, and their three sons. Whether she is following her younger boys from one sporting event to another or keeping up with her adult son’s busy career, Courtney embraces the joy of family life. She also loves taking trips with her family and snuggling with her two cats and Goldendoodle. Family and faith are central to Courtney’s life, grounding her through life’s ups and downs and contributing to her warm, personable nature.

With over 48 years of insurance experience, Ron still enjoys helping clients with their insurance goals. These days, Ron focuses on helping clients choose their Medicare supplement, Medicare Advantage, and Medicare Rx plans. He earned his CLU designation in 1987 and brings a wealth of experience to the firm. Ron believes that it is extremely important to review Medicare plans yearly during the Annual Election Period of Oct. 15th – Dec. 7th.

Eli Mardock specializes in helping retirees, business owners, and families work toward a secure financial future. With experience in wealth management, retirement planning, tax strategies, and legacy planning, Eli provides personalized advice tailored to meet each client’s unique goals.

Growing up in a family-owned bakery in small-town Nebraska, Eli learned the value of hard work and developed a deep understanding of the challenges business owners face. This, along with over 20 years of experience running his own small businesses, gives him unique insight into the financial needs of business owners and families alike.

As a fiduciary advisor, Eli believes in a straightforward approach and always puts his clients’ best interests first, building long-term relationships based on trust and transparency. Whether you are preparing for retirement or navigating complex financial decisions, Eli simplifies financial concepts into clear, actionable steps, so you feel confident and informed every step of the way.

Eli lives in Lincoln, NE, with his wife, Carrie, their four children, and their poodle. Outside of work, Eli enjoys supporting his children’s activities and staying active in the local community.

John is a financial advisor dedicated to helping clients navigate their financial journeys. His interest in personal finance was sparked by observing how individuals with similar incomes can lead very different lives based on their financial choices. Inspired by this insight, he transitioned into a career in financial advising after retiring from twenty-two years of military service.

John has earned the Chartered Financial Consultant® (ChFC®) designation. As a ChFC® professional, he is prepared to help his clients with comprehensive financial planning knowledge, including income planning, insurance, income taxation, retirement planning, investments, and estate planning. Understanding that effective financial planning encompasses numbers and human behavioral aspects, John has also earned the Accredited Behavioral Finance Professional™ (ABFP^TM) designation.

He earned his Bachelor of Science, majoring in Finance, graduating magna cum laude from the University of Maryland Global Campus. John is an Investment Advisor Representative (Series 65) with Stonebridge Wealth Systems LLC and is licensed in Nebraska for life and annuities, as well as sickness, accident, and health insurance.

Residing in Grand Island with his wife, Amy, and their two sons, John enjoys spending time outdoors. Whether it’s camping, fishing, or simply exploring nature, he values quality time with his family. John is committed to providing personalized financial guidance that empowers his clients to take charge of their financial futures.

Daniel has joined Stonebridge Wealth Systems, LLC as a Financial Planner, based in the Omaha office. In this role, Daniel supports senior advisors throughout the financial planning process, contributing his skills and dedication to help clients achieve their financial goals.

Originally from northwest Iowa, Daniel now calls Omaha home. He met his wife, Nicole, in 2018 while traveling for work, and the two enjoy spending their time exploring the outdoors, traveling, and visiting family. Over the past year, Daniel and Nicole have enjoyed road trips through seven western states, visiting three national parks, and “camping” in a converted van, along with trips to Branson to see their nieces and nephews.

Daniel is excited to be part of the Stonebridge team and looks forward to helping clients financially plan for a successful and fulfilling future.

Zach, one of our Junior Financial Advisors, joined Stonebridge Wealth Systems, LLC in November 2024. In his role, Zach collaborates closely with senior advisors based in our Lincoln office, offering valuable support as he establishes himself in the wealth management industry.
Originally from Rapid City, South Dakota, Zach moved to Lincoln in 2016 to pursue his studies at the University of Nebraska-Lincoln. He earned a degree in Advertising and Public Relations, complemented by a minor in Entrepreneurship. During his college years, Zach demonstrated his entrepreneurial spirit by launching his own business. Following graduation, he gained professional experience in sales before transitioning into financial advising.
Zach is passionate about the outdoors, frequently traveling to Colorado for backpacking and climbing expeditions. Alongside his brother and a close friend, he is rigorously training for a future climb of Denali, as well as many other summits. He also enjoys running, exploring nature, and cherishing quality time with friends and family. His dynamic background and dedication make him a promising addition to the Stonebridge team.

Aliisa Criffield brings a unique blend of experience in health and exercise science, along with her new passion for financial health. With over 20 years of helping individuals improve their physical well-being, Aliisa has taught sports and exercise science and kinesiology at the college level. Recently, she has shifted her focus from physical health to financial wellness, guiding individuals in saving money and planning for retirement.

Aliisa holds both a Bachelor’s and Master’s degree in Exercise Physiology and has now earned her Financial Paraplanner Qualified Professional (FPQP) certification, as well as her Life and Health Insurance License. Currently, she is working toward becoming a licensed Financial Planner, with a deep passion for helping clients identify gaps in their financial plans and educating them on strategies for financial growth.

Aliisa resides in Kearney with her husband, Tim, and a daughter and son still at home, along with their two dogs and cat. They also have an adult son who is working on his own career goals. In her free time, Aliisa enjoys cheering on her kids in their sports, spending time with family, and camping.

Amy joined Stonebridge Insurance & Wealth Management in November 2021, bringing over a decade of experience in the insurance and finance industry. She holds a Bachelor of Science degree in Agribusiness from the University of Nebraska at Kearney and began her career in 1997 as a crop insurance agent. Over the years, Amy expanded her expertise by earning Property & Casualty, and Life & Health licenses. Her commitment to exceptional customer service for Stonebridge Wealth Systems, LLC, now remains a central focus in her work.

A longtime resident of Kearney, Amy is actively involved in her community. She and her husband, Rod, are proud parents of five children and grandparents to three grandchildren. Outside of work, Amy enjoys spending time with her family, reading, and volunteering.

Cindy joined the Stonebridge team in October of 2024.  She is a native of Neligh, Nebraska, and after graduating high school, Cindy attended Doane College where she pursued a degree in Corporate Communications and Art.  Putting her creative talents to work, Cindy spent about 8 years as a baker and cake designer before switching career paths to the insurance industry.  She is dedicated to helping people, bringing 17 years of experience specializing in life insurance and annuities.  Cindy currently lives in Lincoln with her husband, Jay, and two sons, Dawson and Brady.  In her free time, Cindy enjoys attending her kids’ activities, golfing, doing CrossFit, and baking.

Maci grew up in the small town of Oshkosh in western Nebraska, graduating from high school in 2012. In 2017, she embraced the joys of motherhood with the birth of her daughter and has cherished the experience ever since. Maci spent the next decade building a solid career in the banking industry before embarking on a new path in 2022, joining Stonebridge Wealth Systems, LLC. She and her husband, Ethan, reside in Kearney, NE, with their two daughters, Tahlia and Naomi, and their two beloved miniature dachshunds, Jax and Linx. As they enjoy living life as a blended family, the McMinns focus on nurturing their strong family bond, spending quality time together and attending Grace Fellowship Church.