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 can help you balance 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 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. He also holds the series 7, 6, 63, 65, 51, and 24 securities licenses along with life and health insurance.
In addition to his education & professional licenses, 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 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 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.
Doug joined CenterPoint Financial Group in December 2016 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.
Before joining our team, Doug was a registered representative at Mutual of Omaha. He previously worked for Lincoln Financial Group, holding several roles. He earned a bachelor’s degree in business administration with an emphasis in finance from Doane University. Doug is a Certified Financial Planner™ Professional and a Retirement Income Certified Professional®. He holds his Series 7, 6, 63 and 65 securities licenses along with life and health insurance licenses.
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.
Brady attended the University of Missouri where he earned his Bachelor of Science in Mathematics, with minors in Business, as well as Sales & Customer Development. His extensive education allows him to simplify the complexities of wealth management from a holistic approach.
Attention to detail, effective listening skills and consistent follow-up are characteristics Brady exemplifies when working with clients. He helps people of all backgrounds and specializes with doctors, dentists, and other medical professionals to help create tailored strategies that build financial confidence. In addition to being a Certified Financial Planner™ Professional, Brady also holds the Series 7 and 66 securities registrations along with the Life and Health Insurance licenses.
While outside of the office Brady enjoys golfing, working out, rooting for Philadelphia and Mizzou sports, and spending time with friends and family. He continues to stay actively involved with his Alma Mater by serving on the Omaha alumni board as a Director, and also mentors current Mizzou students by offering guidance to achieve their career objectives. In addition, he is a board member for MSforward, a gym with workout programs tailored for those with disabilities.
David LeGrand started his own business back in 1982 in Nebraska City. He currently works with Doug Riggert to help provide clients the best service available. David began working in the financial industry in 1998, along with his son Nate. In 2017 Dave joined the team at CenterPoint Financial Group.
David holds the Series 7, Series 22, Series 63 & Series 6 Securities licenses and 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, David and his wife Susan enjoy attending the numerous activities of their seven grandchildren as well as spending time with friends and family.
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 Series 7, 24 and 63 securities licenses along with her 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, brushing up on her photography skills and relaxing with her family, friends and pets.
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 also 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 Degree in Business Administration with an emphasis in management. While at UNK he participated in track and field. He holds his series 7, 63, and 66 securities designations along with 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.
With a warm personality and a friendly smile, Anne is the kind of person you want making a first impression with clients. As a member of the firm since 2014, she has enjoyed doing just that. Along with providing the first point of contact for clients in the Omaha office, Anne coordinates our Marketing Department to ensure we are putting our best face forward.
Originally from Papillion, Anne earned an associate's degree in applied science of accounting with honors from Metropolitan Community College. She also brings to the firm several years of experience in customer service and management.
When not working, Anne enjoys film, coding, art and traveling.