Meet our team

We’re here for all of life’s stages

Since 1995, our team has had the privilege of seeing our valued clients through many of life’s stages – from births of new family members to retirement celebrations and through some of life’s challenging times. Each life event we all face brings both opportunity and challenge. That’s why we would consider it an honor to be there for all the stages of your life – to help you plan, to answer your most pressing questions, to join in the celebrations and, when necessary, provide a comforting shoulder to lean on. You can always rely on us for clear, objective advice to help make decisions that impact your life and your future.

Omaha Office

Nathan LeGrand
Nathan LeGrand President & CEO
Doug Riggert
Doug Riggert Certified Financial Planner™
Patty Vogt
Patty Vogt Client Services Manager
Anne Jones
Anne Jones Marketing Coordinator
Brady Kirkpatrick
Brady Kirkpatrick Certified Financial Planner™
Micah Wheat
Micah Wheat Paraplanner
Kent Herzog
Kent Herzog Senior Practice Manager
Raymond James
About Raymond James

Nebraska City Office

Doug Riggert
Doug Riggert Certified Financial Planner™
Kiel VanderVeen
Kiel VanderVeen Certified Financial Planner™
David LeGrand
David LeGrand Branch Associate, RJFS
Amber Kinnaman
Amber Kinnaman Client Services Manager
Cole Sharp
Cole Sharp Client Services Associate, RJFS
Melinda Ortiz
Melinda Ortiz Client Services Associate
Raymond James
About Raymond James


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.