Stonebridge Insurance and Wealth Management is an independent financial advisory firm serving clients throughout Nebraska. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Our goal is to make financial and insurance planning as easy to understand as possible. Stonebridge is committed to maintaining the highest standards of integrity and professionalism in our quest to help you meet your goals.
President of Investments
Jeff served in the Army Reserves from 1998 to 2006 and attended Evangel University in Springfield, MO. He specializes in investment strategies to help meet the various needs of his clients such as: retirement planning, asset accumulation, and retirement income solutions. He also helps clients decide when and how to draw Social Security income as part of their plan. He currently holds Life, Annuity and General Securities (Series 7) licenses as well as his Investment Adviser Representative (Series 65) registrations. Jeff and his staff pride themselves on protecting assets as well as growing them.
Director of Insurance
Over the past 17 years, Scott has worked for prominent insurance industry firms such as MetLife and Mutual of Omaha. Throughout his career as an insurance professional he has gained valuable experience and expertise in preparation of holistic plans designed to protect the assets of our clients from all walks of life. From ultra high net worth insurance, estate, and trust planning to basic risk needs of moderate families, Scott and his team pride themselves in protecting and planning for our clients diverse needs.
Scott specializes in individual and group life and health insurance, disability and long-term care insurance, and insurance planning for estate and trust purposes.
President of Advisory Services
Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. He is a Chartered Retirement Plans Specialist (CRPS®) designee, receiving a thorough education focusing exclusively on retirement planning. Tim currently holds licenses in Life and Annuity (Nebraska), FINRA General Securities (Series 7) with TCM Securities and the Investment Advisor Representative (Series 66) with Retirement Wealth Advisors. Tim is also a member of the Lincoln Chamber of Commerce and the Lincoln Independent Business Association (LIBA).Tim enjoys taking dance lessons with his fiance Marli, taking his Chinese Shar Pei Merry on long walks, and is an avid sports fan.
Director – Property & Casualty
Specializing in Auto, Home, and Business Insurance
Brian has been serving Central Nebraska with Auto, Homeowners and Business insurance since 2005. Brian focuses on providing clients with superior service. He also takes pride in educating his customers on the variety of options that are available. Brian is licensed in Property & Casualty as well as Life & Health Insurance in Nebraska and Kansas.
Senior Products Representative
With over 38 years of insurance experience to Stonebridge, Ron has spent many years helping clients with their financial planning and now focuses on Medicare Supplement, Medicare Advantage and Medicare Rx plans. He earned his CLU designation in 1987 and is an active member of NAIFA (National Association of Insurance and Financial Advisors). He brings a wealth of experience to the firm, and believes that it is extremely important to review Medicare plans yearly.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Stonebridge Insurance and Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
Securities offered through TCM Securities, Inc. Member FINRA/SIPC. 2230 Towne Lake Pkwy, Bldg 800, STE 130, Woodstock, GA 30189. 404-889-8733
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.