Flagstone Financial Management, LLC

Brenda Zitek is a financial advisor at Flagstone Financial Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Smith Hayes Financial Services Corp., D.A. Davidson & Co., and LPL Financial LLC. Outside of her advisory role, she is also a notary and provides special services for the Department of Health and Human Services. Flagstone Financial Management offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm follows an evidence-based investment approach focused on global diversification, cost control, and tax efficiency, managing discretionary assets through LPL Financial platforms and combining customized portfolios with third-party manager access.

Chantel Koerwitz is a financial advisor at Flagstone Financial Management, LLC, holding a Series 65 designation with three years of industry experience. She previously worked at Endacott Peetz Timmer & Koerwitz, PC LLO and Lincoln Public Schools. Outside of advising, she engages in freelance proofreading and copyediting. Flagstone Financial Management serves individuals, high-net-worth clients, and institutional entities by providing investment management, financial planning, and employer retirement-plan consulting. The firm employs an evidence-based investment approach focused on global diversification, cost control, and tax efficiency, managing over $375 million in discretionary assets.

Daniel Clare is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Flagstone Financial Management, LLC. Prior to joining Flagstone, he worked at Buckingham Strategic Wealth and Executive Wealth Management. His background also includes four years at the University of Nebraska Lincoln. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach emphasizing global diversification, cost control, tax efficiency, and disciplined rebalancing, managing portfolios through both advisor-directed strategies and third-party managers.

Stephanie Tredway is a financial advisor at Flagstone Financial Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Flagstone since 2016. Her prior experience includes roles at Executive Wealth Management and LPL Financial LLC. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach that emphasizes global diversification, cost control, tax efficiency, and disciplined rebalancing, managing over $375 million in discretionary assets as of December 2024.

Samuel Johnson is a financial advisor at Flagstone Financial Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Flagstone, he worked at the University of Nebraska Lincoln and held positions at the Country Club of Lincoln and local schools. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach emphasizing global diversification, cost control, and tax efficiency, managing accounts through LPL Financial platforms.

Natalia Paige is a financial advisor with Flagstone Financial Management, LLC in Lincoln, NE. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at LPL Financial LLC, Eagle Strategies LLC, and New York Life. Flagstone Financial Management serves individuals, high-net-worth clients, and institutional entities with investment management, financial planning, and employer retirement-plan consulting. The firm employs an evidence-based investment approach emphasizing global diversification, cost control, tax efficiency, and disciplined rebalancing.

Britney Angeles Ayala is a financial advisor at Flagstone Financial Management, LLC in Lincoln, NE. She holds a Series 65 designation and has been with Flagstone since 2025. Prior to joining Flagstone, she held positions at Hudl, Latitude Apartments, The Firm Advisors, and Maritz, among others. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach focused on global diversification, cost control, tax efficiency, and disciplined rebalancing.

Michael Johnson is a CFP® professional with 24 years of industry experience, currently serving at Flagstone Financial Management, LLC since 2016. His prior experience includes roles at LPL Financial and Executive Wealth Management. He is a 50% owner of two investment-related LLCs that focus on passive real estate investments and assists in their operations. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund investment services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach emphasizing global diversification, cost control, tax efficiency, and disciplined rebalancing, managing discretionary assets through LPL Financial platforms.

Daniel Stous is a CFP® with eight years of industry experience, currently serving as a financial advisor at Flagstone Financial Management, LLC since 2017. Prior to that, he worked at Union Bank & Trust Company from 2015 to 2017. He is a board member and finance committee member of Friends of Pioneers Park Nature Center, a nonprofit organization, where he advises on investment strategies. Flagstone Financial Management provides investment management, financial planning, employer retirement-plan consulting, and donor-advised-fund services to individuals, high-net-worth clients, and institutional entities. The firm employs an evidence-based investment approach focusing on global diversification, cost control, tax efficiency, and disciplined rebalancing, managing portfolios through both advisor-directed strategies and third-party managers.