McMill CPA and Advisors

Andrew Steffensmeier is a financial advisor with McMill CPA and Advisors in Norfolk, NE, holding a Series 65 credential and nine years of industry experience. He has been associated with CBF Wealth Management since 2016 and Christensen Brozek Faltys, PC since 2013. Outside of his advisory role, he serves on the budget committee for the Norfolk Area Chamber of Commerce and is a board member of the Sacred Heart Parish Endowment Committee. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation investment approach grounded in modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily through no-load mutual funds, ETFs, and model portfolios, supported by integrated accounting and administrative services.

Jesus Corrales is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 license with two years of industry experience. Prior to joining McMill CPA and Advisors in 2021, he worked at AWG, Herbergers, and Norfolk Public High School. He serves as treasurer for the Norfolk Area Community Foundation Fund, a local nonprofit. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a broad range of clients, managing approximately $862 million in assets. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies implemented primarily through no-load mutual funds, ETFs, and model portfolios, with integrated accounting services through McMill CPA, P.C.

Clint Weeder is a financial advisor at McMill CPA and Advisors with 10 years of industry experience. He holds a Series 65 credential and has been with McMill CPA and Advisors since 2016. Outside of his advisory role, he serves as Vice President of the Herbolsheimer Estate Homeowners Association in Pierce, Nebraska. McMill CPA and Advisors offers investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily with no-load mutual funds and ETFs, while integrating investment management with its accounting practice.

Lynn Laible is a financial advisor at McMill CPA and Advisors with 26 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC since 2005 and Christensen Associates, P.C. since 1984. Outside of advising, she serves as president of the board of directors for Teammates of Norfolk and is a board member of the Elkhorn Valley Historical Society. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs with ongoing discretionary oversight and reporting.

Carter Faltys is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 credential with two years of industry experience. His background includes roles in banking, education, and community recreation, and he serves as treasurer for Norfolk Secure Inc., a bookkeeping-related position. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets through a disciplined, asset-allocation approach grounded in modern portfolio theory.

Sherri Christensen Prim is a Series 65 licensed advisor with McMill CPA and Advisors in Norfolk, NE, and has 21 years of industry experience. She has been affiliated with Christensen Brozek Faltys PC and Christensen Associates, P.C. for over two decades. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, employing an asset-allocation approach grounded in modern portfolio theory and utilizing primarily no-load mutual funds and ETFs. The firm integrates accounting services with wealth management and oversees roughly $862 million in client assets.

Larry Hilkemann is a PFS™ credentialed advisor with 26 years of industry experience, currently with McMill CPA and Advisors. He has work history dating back to 1972 with Christensen Associates, P.C. and has been with Christensen Brozek Faltys PC since 2005. Hilkemann serves on the boards of the Norfolk Area Concert Association and the Wayne State College Foundation. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in client assets. The firm employs an asset-allocation-focused investment approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs, complemented by its integration with McMill CPA, P.C., which offers a broad range of tax and accounting services.

Kyle Koester is a financial advisor at McMill CPA and Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management LLC since 2014. Kyle serves as a business development manager for Wealth Management Nebraska LLC and is a board member of the Sacred Heart Parish Endowment Board. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing roughly $862 million in assets. The firm employs an asset-allocation focused, long-term investment approach using no-load mutual funds and ETFs, supported by comprehensive portfolio monitoring and client reporting.

Nathan Raabe is a Series 65-licensed financial advisor with Wealth Management Nebraska LLC, based in Norfolk, NE, and has 17 years of industry experience. He has been with Wealth Management since 2012 and also has a background with McMill Wealth Management. Outside of advisory work, Raabe serves on several local boards, including the Wisner Housing Authority Board, St. Paul Lutheran Church finance board, and the Wisner Pilger Community Schools Foundation. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and institutional clients. The firm manages approximately $3.1 billion in assets, utilizing a modern portfolio theory approach with primarily passive mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Stanley Christensen is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a PFS™ designation and Series 65 license with 27 years of industry experience. He has worked at Christensen Brozek Faltys, PC since 2009 and Christensen Associates, P.C. since 1973. Outside of his advisory work, he is a co-owner of farmland in St. Edward, NE, which he rents out. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs, and integrates advisory services with its accounting practice under shared branding.

Lynndsy Beckmann is a Series 65-licensed financial advisor at McMill CPA and Advisors with seven years of industry experience. She has been with McMill CPA and Advisors since 2015, where she is also a CPA partner involved in tax preparation, financial statement preparation, and business management. Beckmann serves on the board of St. Joseph's Parish Council, contributing to decision-making on church fundraising and maintenance. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach grounded in modern portfolio theory, utilizing long-term, buy-and-hold strategies through no-load mutual funds and ETFs, and integrates investment services with accounting and related financial services.

Ethan Brozek is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 designation with four years of industry experience. He has worked at McMill CPA and Advisors since 2018 and has previous experience at the University of Nebraska - Omaha, Union Bank & Trust, and the University of Nebraska - Kearney. Outside of advisory services, he works as an accountant at McMill CPA, P.C., preparing tax returns and financial statements. McMill CPA and Advisors serves a broad range of clients including individuals, pension plans, trusts, and business entities, managing approximately $862 million in client assets. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, utilizing long-term buy-and-hold strategies implemented through no-load mutual funds, ETFs, and model portfolios, supported by integrated accounting and retirement-plan services.

Melissa Holan is a Series 65-licensed financial advisor with McMill CPA and Advisors in Norfolk, NE, bringing seven years of industry experience. She has worked at CBF Wealth Management since 2016 and Christensen Brozek Faltys PC since 2006. Outside of advisory services, she is involved with McMill CPA PC, a CPA firm focused on accounting functions. McMill CPA and Advisors provides investment advisory, financial planning, and retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in client assets. The firm employs an asset-allocation approach based on modern portfolio theory, emphasizing long-term, buy-and-hold strategies primarily through no-load mutual funds and ETFs, and integrates its services with an affiliated accounting practice.

Jared Faltys is a Series 65 licensed financial advisor with over 26 years of industry experience. He has been with Wealth Management Nebraska LLC since 2005 and also holds a longstanding role at McMill CPA and Advisors dating back to 1994. Outside of advisory work, he is a shareholder in a CPA firm and serves as a member and partner in charge of a third-party administration and recordkeeping company. He also holds a board position with a local transit organization. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs with regular rebalancing.

Mckenna Beckman is a financial advisor at McMill CPA and Advisors with a Series 65 credential and three years of industry experience. Their prior work includes roles at Elkhorn Valley Bank and Hemmer, Langholz & Finley, as well as time at the University of Nebraska - Lincoln. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation strategy grounded in modern portfolio theory, integrating investment management with accounting and related services through its affiliated practices.