Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE TEAM
The team behind Shunkwiler Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Brett 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.
Eric Rickert Associate Advisor
Mandy Roberts Office Manager
Jared Sasse IT and Social Media Specialist
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.