Tim and Jeff, along with Scott Nachtigal, are the three founders of Stonebridge Insurance and Wealth Management. This episode talks about their background, how Stonebridge got started and how each came to become part of the team, as well as their personal lives and families.
- Jeff originally wanted to go into the medical field. After some time in the service, in college at Evangel in Springfield, Missouri, and managing a local motel, he got a job with a financial services business in Kearney, Nebraska. Eventually he, along with Tim and Scott, who were co-workers, left that business to start Stonebridge.
- Tim graduated with a degree in finance from the University of Nebraska at Kearney. He, along with Jeff, is a Kearney native. He came to join Jeff and Scott while attempting to sell them advertising for a student publication at UNK. He works in the branch office in Lincoln while Jeff and Scott maintain the main office in Kearney as well as a branch in Grand Island.
- Stonebridge is not only a wealth management group, but also a full service insurance agency, not only with financial services but also with car, home, and other common types of insurance as well as with Medicare. They wanted to provide clients with plans to fit their financial and retirement needs, not just products or investments.