12801 Pierce Street Suite 300 | Omaha, NE 68144
Phone: (402) 682-3900
Fax: (402) 682-3905
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Sammy Zitek, CFP®
Steve Kontz, CLU®, ChFC®
We are a team of professionals with expertise in all fields of financial services. We work from the belief that many minds combined are better than one.
We deliver elevated financial planning by building lasting relationships and leveraging the collective knowledge of our team-driven culture.
We strive to provide exceptional financial planning services through the cultivation of enduring and genuine relationships.
