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James S. Pittenger, Jr., CFP® – Chairman/CEO

James S. Pittenger, Jr., CFP® – Chairman/CEO

After graduating from the University of Nebraska in 1970, Pitt started his financial career with the Investment Division of the First National Bank of Lincoln. He opened the Dean Witter office...
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Dan Anderson, CFP® – President/COO/CFO

Dan Anderson, CFP® – President/COO/CFO

Dan’s business career began in 1975 when he accepted a position with the Investment Division of the National Bank of Commerce in Lincoln. Also a graduate of the University of…

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Jon Sevenker, CFP® – Vice President/Principal

Jon Sevenker, CFP® – Vice President/Principal

If you want to talk books, travel, or sports, Jon is your guy. He’s an avid reader of history and business mainly but does dabble in other genres. His favorite book of all-time (thus far) is...
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Diane Klein, CFP® – Vice President/Principal/CCO

Diane Klein, CFP® – Vice President/Principal/CCO

Diane joined us in February 2001 after many years in the restaurant and retail industries. She is a graduate of Peru State College with a Bachelors Degree in Technology. She…

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Trey Pittenger, CFP® – Vice President/Principal

Trey Pittenger, CFP® – Vice President/Principal

Trey finds great joy and a sense of purpose in simplifying the complex world of investing and helping clients find the ever elusive balance between living in the present and saving for the future. He believes that...
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Blake Anderson, CFP® – Investment Officer/Principal

Blake Anderson, CFP® – Investment Officer/Principal

  Blake rejoined P&A in January of 2014 after working as an intern while getting his undergrad degree in Finance from the University of Nebraska in 2003.  Blake received his…

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Shane Riley, CFA – Investment Officer/Principal

Shane Riley, CFA – Investment Officer/Principal

Shane is a Bob Seger fan who gives investment advice, in that order. He has a passion for helping people find simple answers to complex questions. His goal is to help people be better investors...
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Elizabeth Sydzyik, CRPC® – Investment Officer

Elizabeth Sydzyik, CRPC® – Investment Officer

Elizabeth is a Lincoln native and a 2007 graduate of the University of Nebraska-Lincoln, where she obtained a Bachelor’s Degree in Business Administration, with a major in finance and minor…

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Kristin Kliewer, IACCP®– Administrative Specialist

Kristin Kliewer, IACCP®– Administrative Specialist

Kristin is a former P&A intern that rejoined our team in May 2014. She is a 2013 graduate of the University of Nebraska – Lincoln, where she earned a Bachelor’s Degree in Finance...
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Audrey Mines, CFP® – Investment Officer

Audrey Mines, CFP® – Investment Officer

Maya Angelou said “When you know better… You do better.” This is one of Audrey’s favorite quotes, as it applies to all areas of life. Her mission is to help client’s assess their....
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Lindsey Swanson, AAMS®- Director Of First Impressions

Lindsey Swanson, AAMS®- Director of First Impressions

Lindsey joined our team in May of 2016. She grew up on an acreage near Firth, Nebraska but is originally a wish-you-all-could-be California girl. After Linda’s retirement, she came on board as receptionist....
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