Our Team
Craig Willeke, CFP®, LUTCF, CLTC®
President
Conor Willeke
Financial Planning Intern
Jamie Schwanke
Client Relationship Manager
“Most people don’t plan to fail, they fail to plan.”
A conversation, nothing more. We talk through where you are, where you want to go, and whether we are the right fit to help. No documents required, no obligation.
Healthcare professionals, business owners, and Nebraska families who want a clear plan. Many of our clients have worked with us for decades.
There is no minimum to have a conversation. If we are not the right fit for your situation, we will say so and point you somewhere useful.
We will explain exactly how we are compensated, in writing, before you commit to anything. Clarity about costs is part of the plan.
Both. We meet clients at our office in downtown Lincoln and by video for everyone else.