Many of Jerry’s original concepts continue to drive the firm’s overall strategy, and his innovative approach to problem-solving for financial advisors is setting the firm apart from competitors. Jerry began his career over twenty years ago on Wall Street. He was the co-founder of Mutual Data Incorporated, a boutique research and consulting firm and headed up the worldwide operations for Dearborn Financial Institute. He was a leading catalyst, helping many of the nation’s largest independent broker dealers deliver their first in-house managed money platform solutions through his work at Prudential Investments. He has spoken at numerous national and regional broker dealer events and is responsible for the development and delivery of over 80,000 hours of continuing education directly to financial professionals throughout the world.

Steven Wruble, CFA, Chief Investment Officer, Portfolio Manager: Mr. Wruble has served on the investment committee since 2011. Prior to joining the Advisor, Mr. Wruble was a Portfolio Analyst with an independent financial planning firm where he was also a registered representative. Prior to that, he has worked in the capacity of registered representative and/or investment advisor representative with other firms. Mr. Wruble holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance and a Master of Security Analysis and Portfolio Management from Creighton University. Steve is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute and the CFA Society of Nebraska. He holds the Accredited Asset Management Specialist designation (AAMS) and the Series 65 license.