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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address: 

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

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William (Bill) Misko

Investment Advisor Representative

(402) 486-4209 ext. 103

Bill Misko began his financial career after 25 years as a successful entrepreneur in central Nebraska. A native of Ord, Bill owned and managed several small businesses in Ord, Kearney, and Grand Island, some of which he still owns. In...
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Tod Masin

Investment Advisor Representative

(402) 486-4209 ext. 101

Tod Masin is a native of Ord, Nebraska. His financial career began when he earned his BS in Business Administration at the University of Nebraska-Lincoln in 1991. He went to work for Woodmen Accident and Life, and became a Life...

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