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Sarah Duey

VP, Trust Services

Sarah received her Bachelor’s Degree in Journalism from the University of Nebraska – Lincoln. She spent the first 15 months after undergraduate as a Fulbright Scholar in Hamburg and Bonn, Germany. She then moved to Orlando, Florida, where she worked in marketing and public relations for several international companies.  After nearly nine years in Florida, Sarah moved back to Nebraska to attend law school at the University of Nebraska College of Law.  Since law school Sarah has been working in Omaha in trust services for two national banks.  She has completed three years of trust school and earned a designation as Certified Trust and Financial Advisor, or CTFA.   Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils.  She is also a member of the Methodist Professional Advisory Group, The Salvation Army Planned Giving Committee and on the board of the Omaha Farmers Market. Sarah is currently working on her designation as a Chartered Advisor in Philanthropy, or CAP®.

When not spending time with her children, Thea (10) and Elliott (8), Sarah loves attending concerts, riding her bike and walking her dogs.

Executive Leadership

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

Ryan Heppner

Coaching Consultant

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Pamela Peña

Business Development Consultant, West

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development, East

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Grider

National Sales Manager

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central

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