Team

Michael is a visionary for our clients and our firm. One of his greatest talents involves diving into the unique and complex planning issues our clients face. His strong desire to help others, combined with his analytical...

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Daniel Stous, CFP®

Director of Financial Planning & Wealth Advisor

402-413-0440

402-413-0438

First and foremost, Dan is a problem-solver. He thoroughly enjoys identifying issues even when others don't realize there is a problem, and then exploring potential solutions. That translates to how he serves our firm and our clients....

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Bev Williams

Director of First Impressions

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Bev is often the first person to greet our clients when they visit or call the office. Her welcoming personality, attention to detail, and desire to help others allow Bev to achieve a high client service standard. She is also...

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Brenda Merritt

Operations Specialist

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Brenda finds great joy in helping others and her goal is to be a valuable resource for our clients and our team. Whether she is providing service for a client or helping tackle a project within our office, she is always ready...

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Stephanie Tredway

Operations Manager

402-413-0440

402-413-0438

Stephanie provides assistance to our clients and the Flagstone team while also organizing the numerous day to day operations of our firm. Her attention to detail and proactive approach helps ensure our clients are receiving...

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