Ron Dickinson

Role on our team:

  • Owner and CEO since establishing our company in 1998
  • Wealth Advisor
  • Head of our Investment Committee
  • Chief Compliance Officer

Credentials:

  • CPA since 1982. He is a former partner with Dickinson & Clark CPAs, PC. The CPA firm was established in 1991 with the merger of Ron Dickinson and Francis Clark as they established a locally owned accounting firm to bring together the benefits of their consulting experience with individual, corporate, and farm accounting and taxation.
  • Certified Financial Planner® since 1999
  • B.S. in Business Administration from Hastings College in 1982
  • M.S. in Taxation from the University of Texas in 1986
  • 40-60 hours of continuing education each year to maintain his CPA and CFP licenses.

Family:

  • He has been married to his wife Bev for 32 years.
  • They have three sons, the oldest of whom is married.

Faith:

  • He served as an elder at First Christian Church in Council Bluffs for over 20 years.

For fun:

  • Cycling: In 2014 Ron and his oldest son Matt rode their bikes across the United States on the TransAmerica Bicycle Trail. After having ridden on RAGBRAI for years, in recent years he has done bike tours in Colorado, Utah, Arizona, Wisconsin, Missouri, and Alaska.
  • Fishing
  • A lifelong Huskers fan

Favorite quote:

  • “Never sacrifice who you are for what you want.”

Dave Piatkowski

Role on our team:

  • Wealth Advisor
  • Partner since 2018
  • Develops all of the financial plans for our clients
  • Member of our Investment Committee

Credentials:

  • B.A. in Economics and History from Hastings College in 1990
  • B.S. in Secondary Education from the University of Nebraska – Omaha in 1994
  • Has passed these security exams: Series 6, Series 7, Series 63, Series 65, Series 24.
  • Has over 20 years of experience within the financial planning and investment industry. Before joining our team in 2015, he worked with TIAA-CREF, helping those in the not-for-profit and education fields on their specific retirement and legacy planning needs.

Family:

  • He has been married to his wife Marjorie for 28 years.
  • Their son has graduated from college, and their daughter is a senior in college.

Faith:

  • He has been active in service at Faith Westwood United Methodist Church in Omaha.

For fun:

  • Recreational basketball twice each week
  • Tennis
  • An avid reader
  • A big fan of the Denver Broncos and the Huskers
  • Has a dog named Milo and a cat named Felix.

Favorite quote:

  • “Nobody who ever gave their best regretted it.”

Amy Miller

Role on our team:

  • Operations Assistant for our company since October 2000
  • Client account service for all your investment needs
  • Administrates compliance activities

Family:

  • She and her husband live on the family farm here in Southwest Iowa.
  • Her daughter is married and has two sons.
  • Her son is married and has a daughter and works with the family farm.

Faith:

  • Believer

For fun:

  • Cardmaking
  • Canning
  • Grandkids

Tom Sperling

Role on our team:

  • Financial Advisor Representative
  • Publishes materials on our website and on social media
  • Promotes sales of our services
  • Member of our Investment Committee

Credentials:

  • Associate degree in Bible from Grace Bible Institute in 1976
  • B.A. in Psychology from the University of Nebraska – Lincoln in 1978
  • M.S. in Community Counseling from Shippensburg (PA) University in 1980
  • Worked as a professional counselor for 27 years.
  • Has passed these security exams: Series 7, Series 63, Series 24, Series 66.
  • Worked at TD Ameritrade in Omaha before joining our team in 2011.

Family:

  • He has been married to his wife Connie for 43 years.
  • Their oldest son is married and has four children.
  • Their second son is married and has three children.
  • Their daughter works as a registered nurse.

Faith:

  • Believer. Life group teacher at Riverview Baptist Church.

For fun:

  • Playing with his seven grandchildren
  • Cycling: Has been riding on RAGBRAI every year since 2000
  • Playing French horn in community bands
  • Loyal fan of the Huskers, Chiefs and Royals.

Favorite quote:

  • “Every person is worth understanding… Seek first to understand, then to be understood.”

Julie Steffen

Role on our team:

  • Operations Analyst on our team since January 2014
  • Is usually the first voice you hear when you call in to our office
  • Manages the software for our trading systems and generating reports and statements
  • Client account service for all your investment needs

Family:

  • Was born and raised in Omaha and has spent all of her working career in the metro area.
  • Married and has four children – including twin boys.
  • Lives in a small town east of Council Bluffs.

Faith:

  • Believer

For fun:

  • Camping with the family
  • Has a family dog named Gage.

 

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