Sterling Financial Advisors, LLC

John Dee is a Series 65-licensed financial advisor with Sterling Financial Advisors, LLC in Omaha, NE. He has 12 years of industry experience and has been with Sterling Financial Advisors since 2012. Outside of his advisory role, he manages a vacation cabin rental property in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align investments with client objectives.

Joseph Bayless is a financial advisor at Sterling Financial Advisors, LLC in Omaha, NE, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Omaha Wealth Management, LLC since 2016 and Raymond James Financial Services, Inc. since 2010. He is also licensed to sell insurance, annuities, and long-term care products. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis and sponsors wrap fee accounts combining advisory and trading services under a single fee.

Michael Butkus is a financial advisor at Sterling Financial Advisors, LLC in Omaha, NE, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Omaha Wealth Management, LLC since 2016, following 19 years at Michael J. Butkus & Company. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses, providing asset management and pension consulting services. The firm employs discretionary portfolio management using fundamental and technical analysis across various asset classes and conducts periodic account reviews to align with client objectives.

Mary Jochim is a financial advisor with Sterling Financial Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Sterling Financial Advisors since 1998. Outside of her advisory work, she manages a vacation cabin rental in Crosslake, MN. Sterling Financial Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses by providing asset management and pension consulting services. The firm employs discretionary portfolio management with fundamental and technical analysis across various asset classes and conducts periodic account reviews.