LeaAnn joined Midlands in 1996 and has since built and maintained close relationships with her clients on a foundation of respect and integrity.  Her passion is to create strategies designed to help preserve the wealth her clients spend a lifetime working towards. She does this through professional financial and strategic business planning.  In addition, she enjoys educating and developing financial strategies for employee benefits and estate conservations for both businesses and individuals.

Ongoing professional development and continuing education allows LeaAnn to serve her clients and provide up-to-date guidance on ever changing legislative, economic and market environments. As an educator to her clients, she strives to assist them with their retirement income planning needs to help them achieve their ultimate financial goals.

When LeaAnn isn't assisting clients, she enjoys fly and walleye fishing, walking her dog and spending quality time with her family, especially her grandchildren.

Registrations and Awards:

• Series 7, 6 and 63 - Principal Securities Registered Representative 
• Series 65 - Principal Securities Investment Adviser Representative 
• Million Dollar Round Table (MDRT) Qualifier since 2010*
  • Court of the Table Qualifier 2010
  • Top of the Table Qualifier since 2011
• CRC® (Certified Retirement Counselor®)
• AIF® (Accredited Investment Fiduciary®)

Business and Community Development:

• National Association of Insurance and Financial Advisors (NAIFA, Lincoln)  National
• Association of Health Underwriters (NAHU)
• Women in Financial Services (WIFS)
• Women in Pension Network Member
• United Way
• Nebraska Walleye Association
• MDRT Foundation

*A sales component was considered as part of the qualifications for some of these awards. These recognitions are not representative of any financial performance, advice or returns.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.