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.
We’re committed to doing the right thing, every time. Our goal is to make financial and insurance planning as easy to understand as possible. We do this by providing guidance to help you develop an overall retirement income strategy and offer a variety of insurance and investment products to help achieve the objectives of that strategy.
We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Meet Jeff Gove
President of Investments
As the president of investments at Stonebridge Insurance and Wealth Management, Jeff Gove is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Meet Scott Nachtigal, LUTCF, CLTC
Scott Nachtigal is a partner at Stonebridge Insurance and Wealth Management. Throughout his career, Scott has gained experience in preparing comprehensive plans designed to help protect clients’ assets. He truly enjoys helping people and focuses on income and Social Security planning.
Meet Tim Kulhanek, CRPS
President of Advisory Services
Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location.
Meet Jeremy Gove
Jeremy started his career with a life and health license selling long term care insurance and medicare supplement insurance in 1998. In 2001 he purchased a local motel in Kearney, which he managed while attending the University of Nebraska at Kearney. Working with clients to protect their assets using long-term-care insurance, the purchase of the motel, and Jeremy’s interest in investing led him into the financial services industry.
Jeremy has consulted with a variety of real estate developers on the feasibility of projects ranging from hotels to long-term care/assisted living facilities. Jeremy also has experience assisting clients with deferring capital gains taxes on real estate sales through the use of 1031 exchanges.
Jeremy’s experience as a small business owner, commercial real estate investor, and his service on a board of directors for a privately held company provides a unique insight as Jeremy helps clients plan for their future.
Jeremy has passed the Series 6, Series 63, Series 66, Series 7, and Series 65 securities exams. In the past, he has also had a Property and Casualty License (Nebraska.) The broad knowledge gained through passing the securities exams and the aforementioned insurance exams provides a unique perspective as Jeremy looks at a client’s current financial picture. He currently holds a Life, Annuities, and Health License in the State of Nebraska, and is an investment advisor representative (Series 65) with Retirement Wealth Advisors.
Jeremy lives in Kearney, where he grew up with his wife and two daughters. Jeremy is active in his Church, where he serves on the tech team and as a past Trustee. In his free time, Jeremy enjoys spending time with his family, playing golf, and watching most sports.
Meet Brian Blakely
Director – Property & Casualty
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.
Meet Ron Mallam, CLU, LUTCF
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.
Meet Cherry Cañas
Licensed CSR Home & Auto Insurance
Cherry Cañas is a customer service representative in the property and casualty division at Stonebridge Insurance and Wealth Management. She truly enjoys helping people make better decisions about their budgets. In addition, she believes many people don’t understand how insurance works and wants to help them understand it so they can make good choices for their individual situations.
Meet Chelsy Troyer
She started working for Stonebridge Insurance & Wealth Management in 2018. Which means she is brand-new to the industry, but is working on getting to know everything she can.
Meet Jess Neuenburg
Jess Neuenburg is an Administrative Assistant at the Stonebridge Lincoln office location. While pursuing a bachelor’s degree and working towards getting certified in Life Insurance and Annuities, her experience in customer service and economic research will aide in becoming acquainted to everything related to wealth management while helping our clients.
In her free time Jess enjoys traveling, reading, watching documentaries, volunteering for different causes and spending time with family and friends.
3801 Union Drive, Suite 204
Lincoln, NE 68516
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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 Inc. (RWA) a Registered Investment Advisor. Stonebridge Insurance and Wealth Management and Retirement Wealth Advisors are unrelated entities and are not owned or controlled by World Equity Group, Inc. 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.
Stonebridge Insurance and Wealth Management and Retirement Wealth Advisors are unrelated entities and are not owned or controlled by World Equity Group, Inc.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Stonebridge Insurance and Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. 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, Inc.
A broker/dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state.
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states.
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
Timothy Kulhanek is licensed to conduct securities business in: Nebraska, Kansas, Colorado, Arizona Timothy Kulhanek is licensed to conduct investment advisory business in: Nebraska Timothy Kulhanek is insurance licensed in: Nebraska, Iowa, & Texas.
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