I'm an experienced and knowledgeable financial advisor dedicated to securing the financial future of you and your family. With a bachelor's degree in business marketing from the University of Nebraska-Lincoln, along with a minor in psychology and economics, I bring a comprehensive understanding of both financial principles and the dynamics of individual decision-making to the table.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Since 2014, I've been serving clients at Mutual of Omaha, equipped with life and health insurance licenses, as well as Series 63 and 65 licenses. My experience spans a wide range of financial services, including Life, Disability, Critical illness, Long-Term Care, health, and Medicare Part D insurances, along with investment planning, annuities, IRAs and 401(k)s, managed investments, and non-qualified brokerage accounts. Additionally, I specialize in property and casualty insurance, covering home, auto, motorcycle, RV, boat, golf cart and business insurances.
I am supported by a dedicated team that includes McKenzie Lee, our Administrative Assistant and Curtis Gude, our licensed professional that specializes in Property and Casualty insurance which includes covering Home, Auto, Motorcycle, RV, Boat, and a variety of business-related insurances. At our practice, we treat clients like family, offering support and guidance just a phone call away. Licensed to work with clients across Nebraska, Iowa, Kansas, Illinois, Minnesota, and Florida, we ensure accessibility and convenience for all our clients. We tailor personalized financial plans to meet your unique needs and goals.
Outside of work, I cherish spending quality time with my husband Curtis and our son Maverick, enjoying our camper and the pool in the summertime and traveling when it gets too cold to stay in Nebraska! Additionally, I'm actively involved in the Northview Lincoln Business Association (NLBA), serving on the board since 2014, where I'm passionate about supporting business growth and development and especially giving extra attention to mentoring young women in our community.
If you're ready to take control of your financial future, let's start crafting a personalized plan tailored just for you. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
Financial AdvisorSydney Stanard
I'm an experienced and knowledgeable financial advisor dedicated to securing the financial future of you and your family. With a bachelor's degree in business marketing from the University of Nebraska-Lincoln, along with a minor in psychology and economics, I bring a comprehensive understanding of both financial principles and the dynamics of individual decision-making to the table.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Since 2014, I've been serving clients at Mutual of Omaha, equipped with life and health insurance licenses, as well as Series 63 and 65 licenses. My experience spans a wide range of financial services, including Life, Disability, Critical illness, Long-Term Care, health, and Medicare Part D insurances, along with investment planning, annuities, IRAs and 401(k)s, managed investments, and non-qualified brokerage accounts. Additionally, I specialize in property and casualty insurance, covering home, auto, motorcycle, RV, boat, golf cart and business insurances.
I am supported by a dedicated team that includes McKenzie Lee, our Administrative Assistant and Curtis Gude, our licensed professional that specializes in Property and Casualty insurance which includes covering Home, Auto, Motorcycle, RV, Boat, and a variety of business-related insurances. At our practice, we treat clients like family, offering support and guidance just a phone call away. Licensed to work with clients across Nebraska, Iowa, Kansas, Illinois, Minnesota, and Florida, we ensure accessibility and convenience for all our clients. We tailor personalized financial plans to meet your unique needs and goals.
Outside of work, I cherish spending quality time with my husband Curtis and our son Maverick, enjoying our camper and the pool in the summertime and traveling when it gets too cold to stay in Nebraska! Additionally, I'm actively involved in the Northview Lincoln Business Association (NLBA), serving on the board since 2014, where I'm passionate about supporting business growth and development and especially giving extra attention to mentoring young women in our community.
If you're ready to take control of your financial future, let's start crafting a personalized plan tailored just for you. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
