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OUR TEAM

At CenterPoint Financial Group, our team provides personalized financial planning that’s in step with your life. Rather than asking you to settle for a prepackaged program, our professionals will create a carefully tailored strategy that is in balance with what is happening in your life today while actively working toward your goals for tomorrow.

"We are not a team because we work together–
We are a team because we respect, trust, and care for each other" 

Vala Afshar


Nate LeGrand, CFP® - Advisor Photo
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Nate LeGrand, CFP® - Advisor

President & CEO


nate.legrand@yourcenterpoint.com

Advisor

Nate is a second-generation financial planner who started in 1995 before co-founding CenterPoint Financial Group in 2000. Nate continues to lead the team at CenterPoint as President & CEO, positioning the company as one of the pre-eminent planning firms in Nebraska, with locations in both Omaha & Nebraska City.

A 1995 graduate of Doane University, Nate completed his Bachelor’s Degree with a double major in Math and Economics. In addition to his education, Nate is a Certified Financial Planner™ professional – a certification upholding the principles of honesty, integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. CFP® professionals are required to act as a “fiduciary” when providing financial advice to a client—acting in the best interest of their financial planning clients.

In 2020, Nate was recognized again by Forbes Magazine as one of Nebraska’s Best-in-State Wealth Advisors. This achievement, determined by SHOOK Research, was a true honor for Nate and he is grateful to be included among those select few.

Outside of the office, Nate and his wife Alyssa enjoy spending time with their three daughters while cheering them on in their many activities. Growing up a huge basketball fan, and spending four years playing college basketball, you can also catch Nate following the NBA in his free time.

CFP® | Certified Financial Planner
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. The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam (administered in 10 hours over a 2 day period) and agreeing to be bound by the CFP board’s standard of professional conduct. As a prerequisite the IAR must have a bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full-time financial planning experience (or equivalent measured at 2,000 hours per year).This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the standards of professional conduct.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither CenterPoint Financial Group nor any of its Financial Advisors  pay a fee in exchange for this award/rating. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
  • 2019: roughly 29,334 advisors nominated by their firms, 3,477 received the award
Doug Riggert, CFP®, RICP®, ChFC® - Advisor Photo
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Doug Riggert, CFP®, RICP®, ChFC® - Advisor

Partner


Doug.Riggert@yourcenterpoint.com

Advisor


Doug is a partner at CenterPoint Financial Group and works alongside Nate to lead our team in providing tailored financial guidance for clients. With over two decades of experience working in the financial services industry, he is knowledgeable in comprehensive financial planning services. When working with families and individuals, Doug thoroughly evaluates each client’s specific situation in order to properly implement a financial strategy that aligns with their needs and goals.

Doug earned a bachelor’s degree in business administration with an emphasis in finance from Doane University. Doug is a Certified Financial Planner™ Professional - a certification upholding the principles of honesty, integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. CFP® professionals are required to act as a “fiduciary” when providing financial advice to a client—acting in the best interest of their financial planning clients. In addition to his CFP® certification, Doug is also a Retirement Income Certified Professional® and a Chartered Financial Consultant®.

When he’s not in the office, Doug enjoys golfing and spending time with his family. Originally from Superior, he lives in Omaha with his wife, Beth, and their children, Tyler and Paige.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam (administered in 10 hours over a 2 day period) and agreeing to be bound by the CFP board’s standard of professional conduct. As a prerequisite the IAR must have a bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full-time financial planning experience (or equivalent measured at 2,000 hours per year).This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the standards of professional conduct.

The RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) certification is obtained by successfully completing all courses in the RICP program, three required courses, meeting experience requirements and ethics standards, and agreeing to comply with The American College Code of Ethics and Procedures. Experience requirements include three years of professional experience. This designation requires 15 hours of continuing education every 2 years.

David LeGrand Photo
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David LeGrand

Branch Associate


David.LeGrand@yourcenterpoint.com


Dave LeGrand started his own business back in 1982 in Nebraska City. He began working in the financial industry in 1998, along with his son Nate. In 2017 Dave joined the team at CenterPoint Financial Group. He currently works with Doug Riggert to help provide clients with the best service available.

Dave has completed numerous industry courses to stay current with the changes in the areas of retirement and financial planning. He also holds licenses for life, long term care and health insurance.

Outside the office, Dave and his wife Susan enjoy attending the numerous activities of their seven grandchildren as well as spending time with friends and family.

Patty Vogt - Client Service Manager Photo
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Patty Vogt - Client Service Manager

Client Service Manager


Patty.Vogt@yourcenterpoint.com

Client Service Manager


With more than 20 years of experience in financial services, Patty has proved her ability to provide clients with exemplary customer service at every point of contact. With attention to detail, Patty helps clients with deposits, withdrawals, setting up accounts and making other account changes as needed. Most of all, Patty enjoys working directly with clients and the part she plays in helping them pursue their goals.

A native of Nebraska City, Patty attended Peru State College where she majored in psychology and sociology and earned her Bachelor of Arts. Patty also holds life and health insurance licenses.

Patty lives in Nebraska City with her husband, Alan. When not assisting CenterPoint’s clients, Patty enjoys traveling, playing music, and brushing up on her photography skills. Most free time is spent attending various activities of their grandchildren and enjoying time with family, friends and pets.

Micah Wheat, CFP® - Paraplanner Photo
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Micah Wheat, CFP® - Paraplanner

CERTIFIED FINANCIAL PLANNER™ Professional


Micah.Wheat@yourcenterpoint.com

Paraplanner


Micah joined CenterPoint Financial Group in April of 2019 as a Paraplanner to work alongside Nate, Doug and the team to provide sound, comprehensive planning to clients. His financial planning expertise allows him to plan and prepare financial strategies tailored to each client’s personal financial objectives and goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Micah has met the rigorous training & education requirements put forth by the CFP Board, while remaining committed to the ethical standards of honesty and integrity.

Before joining our team, Micah was a Financial Advisor at Wells Fargo Advisors and worked as a Registered Client Associate for several years. In addition to his industry experience at Wells Fargo, he previously worked as a Financial Associate at TD Ameritrade. Prior to entering the financial industry, he gained valuable experience in client-centric roles including project and account management.

Micah grew up in Lakin, Kansas and then attended the University of Nebraska at Kearney, where he earned a Bachelor's Degree in Business Administration with an emphasis in management. While at UNK he participated in track and field. Micah also holds life and health insurance licenses.

When not in the office, Micah enjoys spending time with family, having friends over for BBQ’s and also likes fishing and homebrewing. Micah lives in Omaha with his wife, Angela, and their children, Maya and Layla.


The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam (administered in 10 hours over a 2 day period) and agreeing to be bound by the CFP board’s standard of professional conduct. As a prerequisite the IAR must have a bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full-time financial planning experience (or equivalent measured at 2,000 hours per year).This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the standards of professional conduct.

Isaac McCoy - Client Service Associate Photo
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Isaac McCoy - Client Service Associate

Client Service Associate

Isaac.McCoy@yourcenterpoint.com

Client Service Associate

Isaac joined CenterPoint Financial Group in 2024, bringing his expertise in customer service and client satisfaction to our team. Prior to this role, Isaac worked at Charles Schwab, where he specialized in guiding clients towards their investment goals and providing education on stock market fundamentals. He is passionate about helping others optimize their investments and financial decisions to reduce stress and enhance their quality of life.

Originally from Lincoln, Isaac relocated to Omaha for his studies at the University of Nebraska at Omaha, where he earned a degree in Finance with concentrations in Investment Science, Financial Markets, and Banking Services. During his time at the university, Isaac was a member of the College of Business Administration Scholar’s Academy and had the enriching experience of studying abroad in Europe.

Outside of work, Isaac enjoys spending time with family and friends, engaging in activities such as boating, golfing, skiing, and cheering on the Huskers. He currently resides in Elkhorn with his fiancé, Zoe, and their cat, Sock.