PlanGroup Financial Nebraska focuses on providing excellent service to our clients. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit. For IA accounts, an annual management fee is charged, which are aligned with your account performance. Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.
Independent Financial Advisor
Schultz is married to Stephanie and has 3 children. When they have the time they enjoy traveling, being active, going to the mountains to hike or ski, and going to the lake to water ski. Faith and family are top priority.
In his past he has been Grand Island Chamber of Commerce Young Professionals Chair, Top 35 under 35, member of Grand Island Little Theatre Board, Economic Vitality Committee for the Downtown Business Improvement District and Worship Leader at Third City Christian Church. Currently he serves on Stuhr Museum Foundation Board and is part of the Sherwood Foundation’s Community Catalyst program.
Independent Financial Advisor
Jeff is married to Mackenzie and they have 2 children. Jeff coaches football for Grand Island Northwest High School. He also helps to run his family farm and cattle operation. He and Mackenzie enjoy hunting, fishing, and taking the boat and camper to the lake.
Client Service Manager
Anderson’s past work experience has helped her develop an enormous appreciation for the relationships that are formed with clients over time. Kelly has a passion for getting to know each client on a personal level.
Having grown up in West Fargo, ND, Anderson moved to Grand Island with her husband Dennis in 2014. Since then, she has become an active member of the community by volunteering at the Crane Trust, the Nebraska State Fair, and serving as a child advocate in the CASA program. She is also the current Treasurer for Newcomers and More. A passionate dog lover, Kelly can often be seen walking her neighborhood with one (or more) of her three dachshunds. The Anderson’s have three adult children (KaDee, Brady, and Jared) and two grandchildren (Adeline and Hailey).
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214 N Locust Suite 7
Grand Island, NE 68801
323 W 11th Street
Kearney, NE 68845
DISCLAIMERS: This material is for informational purposes only and is not intended to be used as the sole basis of an investment decision or as legal, accounting, or tax advice. This material is not an offer or solicitation of an offer to sell or buy any security. Information obtained from third-party sources is considered reliable, but we do not guarantee that the information herein is accurate or complete. The material presented reflects information known to the authors at the time this communication was written and is subject to change without notice. FINRA Broker Check, FINRA Broker Check, SIPC, FINRA.