Hi John👋
We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to review your portfolio and see how we can help you meet your goals.
Build Your Bridge To Freedom.
Our commitment is to help quide you across this bridge, securing your independence in retirement and empowering you to live the life you dream of.
Why Stonebridge?
Together We Rise
Stonebridge Wealth Systems has become a brotherhood of advisors who believe in being independent to provide better, more personalized service to their clients. Together, they have become leaders of a practice that values relationships over transactions and strives to build the bridge between a broken big-box firm agenda and sound financial guidance.
Scott Nachtigal got his start in insurance through a family member because he enjoyed the flexibility of the schedule. This propelled his life in a new direction, and he obtained a particular skillset and knowledge of the market over the years he spent in the big box firms. Jeremy Gove began in insurance with a friend, opening up a new office for his firm. His brother-in-law was also in the industry but worked independently, which intrigued Jeremy. Both men saw the corporate sector’s agenda as self-seeking and restrictive in what they could offer.
Stepping Into The Life You Envision
The team at Stonebridge Wealth Systems broke away from big corporations to help get our clients closer to their dreams. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit our clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, we strive to help our clients make decisions confidently and step into the life they envision for retirement.
Holistically Planning Your Tomorrow
At Stonebridge Wealth Systems, we believe in the old-world business practice of having honest conversations. We value people and the relationship between them and their dreams. That’s why we focus on retirement planning, income and investing, tax management, healthcare, and leaving a legacy for your loved ones. Our team wants to help you preserve your todays, grow your tomorrows, and get you to the retirement of your dreams.
Meet the Team
Jeff Gove
Co-Founder, Financial Advisor, RICP®
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About Jeff
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.
After getting his start in the industry in 2008, Jeff co-founded the firm in 2012 with the mission of problem solving and helping people plan for their futures. He uses several different investment strategies to help meet the needs of his clients in Central Nebraska and Kansas, and has been featured in national publications such as Fox Business.
Jeff has passed the Series 63 and 66 securities exams and holds life insurance, annuity, and life and health licenses in Nebraska. He studied at Evangel University in Springfield, Missouri, and served in the Army Reserve from 1998 to 2006.
Jeff lives in Kearney with his wife, Alyssa, and their children: Londyn, Roman and twins Aspen and Avery. The family also includes two dogs, Prince and Saige. In his free time, Jeff enjoys spending time with his family, watching Husker football, playing sports and attending church.
Scott Nachtigal
Co-Founder, Financial Advisor, LUTCF
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About Scott
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.
Scott got his start in the industry in 1999. Before he started working for Stonebridge in 2012, Scott worked for such prominent insurance companies as MetLife and Mutual of Omaha.
He has passed the Series 65 securities exam and holds life and health insurance licenses in Nebraska and Kansas. He also has earned his LUTCF (Life Underwriter Training Council Fellow) designation and is experienced in long-term care. Scott has a bachelor’s degree from the University of Nebraska.
Outside of work, Scott enjoys spending his time hunting, fishing, participating in youth ministries and spending time with his wife, Sara, and their children, Isabella and Sam.
Tim Kulhanek
Co-Founder, Financial Advisor, CRPS
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About Tim
Tim Kulhanek is a native of Kearney, NE where he resided until 2013 when he moved to Lincoln to open a new Stonebridge location. Tim co-founded Stonebridge Insurance and Wealth Management, now Stonebridge Wealth Systems LLC with Jeff Gove and Scott Nachtigal back in 2012 in the corner office the three of them shared. Since then Stonebridge Wealth Systems LLC has grown to four physical locations with plans to continue expanding in the future.
Tim lives in Lincoln with his wife, Marli, and their two beautiful daughters Lenin & Hattie. While an avid sports fan like most Nebraskans, Tim spends most of his time away from work playing tag, going for bike rides, or playing games at the park.
Tim is the co-host of the Stonebridge Retirement Compass Radio Show on KRVN & KLIN and is also a featured guest on The Retirement Compass with Stonebridge TV show that airs weekly in both Lincoln and Kearney. He holds both the Series 7 & Series 66 securities licenses (FINRA) as well as the Chartered Retirement Plans Specialist designation from the College for Financial Planning.
Jeremy Gove
Partner, Financial Advisor
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About Jeremy
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 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 in Nebraska. The broad knowledge gained through passing the securities exams and the aforementioned insurance exams means he has a unique perspective as he looks at a client’s current financial picture. He currently holds a life, annuities and health license in 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 has 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.
Eli Mardock
Financial Advisor, WMS
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About Eli
Eli Mardock began his professional career as a recording artist with companies such as Warner Music & Starbucks. After finally putting down roots in Lincoln, Eli and his wife Carrie started their family and opened a couple of small businesses which they still operate. With almost 10 years of experience as a small business owner and having earned his Wealth Management Specialist™ designation, Eli specializes in addressing the unique needs of small business owners & high net worth clients.
Eli believes in providing exceptional service to his clients and developing long lasting relationships built on trust, sound financial principles, and innovative planning solutions. Eli partners with his clients to create an evolving, personalized financial plan to help his clients succeed in achieving their lifelong financial goals.
Eli lives in Lincoln, NE with his wife, their four children, & toy poodle named Coco. He enjoys being active in his church, going to his children’s various events, and attending concerts.
John Ternus
Financial Advisor, CFP®, ChFC®, TPCP®, ABFP
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About John
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™ (ABFPTM) 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.
Our Financial Philosophy
How we view our role
The Retirement Compass
Legacy planning and Required Minimum Distributions (RMDs) are key elements of a comprehensive retirement strategy. In this video, we’ll discuss how to manage RMDs to minimize taxes and maximize the inheritance you leave for your loved ones.
The Retirement Compass
Pulling the plug on the old J.O.B.? Not without THIS.
Disclosure
Advisory services are offered through a Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Stonebridge Wealth Systems, LLC and World Equity Group, Inc. are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
See Form CRS HERE