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Our Omaha Team

Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager

Sarah Duey

Sarah Duey

Vice President, Trust Services

Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning

Paul West

Paul West

CFP®

Managing Partner

Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning

Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform

Ron Carson

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist

Brett Carson

Brett Carson

CFA

Director of Research

Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst

Nick Guarino

Nick Guarino

Investment Strategist

Rick Jaster

Rick Jaster

Director, Systematic Equities

Nick Joyner

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Research Department
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform

Jake Bleicher

Jake Bleicher

Equity Analyst

Brett Carson

Brett Carson

CFA

Director of Research

Scott Ford

Scott Ford

RFC

Technical Strategist

Jeff Harris

Jeff Harris

Trading Operations Analyst

Todd Knott

Todd Knott

Senior Institutional Trader

Bob Wellman

Bob Wellman

Trading Specialist

Alyssa Zuck

Alyssa Zuck

Trading Specialist

Team Members
Lantz Hunt

Lantz Hunt

Senior Vice President, Operations

Jeannie Juarez

Jeannie Juarez

Transformation Manager

Ducky Radik

Ducky Radik

Operations Manager

Derek Vanosdall

Derek Vanosdall

Reconciliation Manager

Pesta & Pesta
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San Jose, CA 95119
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