Fortunato (Fortune) Puleo was born in Sicily and moved to America with his family at the age of 6. By age 10, he worked with his family in their

Cindy joined her firm in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional coun

Bruce was born and raised in Baltimore, MD.  He grew up with three loves: reading, sports, and everything related to the water.  Whet

John L. Jenkins,  AEP®, EA, CFP®, CFF®| Chief Executive Officer John has been a financial professional since 1982 and holds B

Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. He holds the Chartered Retirement Pla

David A. Lee is founder and CEO of Mach 1 Financial.  After serving nearly a decade in the U.S. Air Force as an F-16 Fighter Pilot, David en

Brian Minier has over 15 years of experience in the insurance and financial services industry in various capacities. Brian has experience in

David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financ

Michael Sondheim is president of Pacific Group Advisors with more than 30 years of experience in Retirement, Investment and Estate