Matt Rose, CFP®, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

402-392-6144 | Email
402-392-6130

Qualifications

I have been a financial advisor since 1999 and have earned the CERTIFIED FINANCIAL PLANNERâ„¢ certification and Chartered Retirement Plans Specialistâ„¢ designations. I implement wealth-management strategies by concentrating on client portfolio management. I focus on equity research, retirement and education planning, insurance and estate planning, lending capabilities and new business planning development.

I enjoy working together to build a relationship based on trust and built with service; to share ideas and maintain an open line of communication. My clients know that I am readily accessible to them, am prepared to assist them, and that I am dedicated to servicing them. I communicate with my clients on an ongoing basis and I seek to establish and maintain solid long-term relationships.

I am originally from South Sioux City, Nebraska. I graduated with distinction from the University of Nebraska at Lincoln with a Bachelor of Science in Business Administration, majoring in Finance with a minor in Mathematics. 

Personal

My hobbies and interests outside of work include golf and drag racing. My wife, Traci, earned her doctorate of pharmacy degree from the University of Nebraska Medical Center. Most recently, she was a consultant pharmacist for Community Pharmacy. We have three children and live in Gretna. We are members of Westside Church in Omaha, volunteer with Gretna Campus Life, Gretna Basketball Association and serve on the Omaha Board of Fellowship of Christian Athletes.

Kelly Blankenship

Senior Client Associate

402-392-6151 | Email