Financial Advisors in Lincoln and Omaha, Nebraska and Nationwide

The Faces Behind Your Financial Future

Financial planning is personal, and so is our approach. Meet the individuals who bring experience, insight and a shared commitment to helping you achieve your goals.

Watch Our Story

Click the video below to learn the “why” behind our team’s work.

Brett Shunkwiler

President, Investment Advisor

Brett Shunkwiler uses his skills and experience to help clients visualize and achieve their financial goals.

Brett got his start in the industry in 2005 and quickly gained the knowledge and experience he needed to open his own firm. In 2011, Brett took the leap and founded Shunkwiler Financial with the goal of providing clients the expertise, attention and time they deserve when planning their retirements. As the firm’s leader, Brett works day in and day out to ensure Shunkwiler Financial delivers the strategies that clients need to live out their dream retirements.

Brett has passed his Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law) and holds an insurance license in Nebraska and various other states. He earned his bachelor’s in finance from the University of Nebraska-Lincoln.

In his free time, Brett enjoys spending time with friends and family and cheering on his Nebraska Cornhuskers.

Meet Our Team

Rachel Pustovit
Chief Operating Officer
Carina Smaus
Advisor
Eric Rickert
Advisor
Jared Barnes
New Business Processor
Ethan Halfhill
Advisor Support Specialist