Your financial life deserves a guide who’s on your side.

Pittenger & Anderson is a fee-only, fiduciary financial advisor in Lincoln, Nebraska. Managing money for clients since 1995.

The confidence your money is looking for

Money in Motion

We’ve guided many households through these decisions.

Retirement

Do I have enough to retire? How do I turn my investments into a retirement paycheck that lasts? Which accounts do I draw from, and when?

More About Retirement →

Selling a Business

When it comes to the sale of your business, the planning should start long before the offer.

Business Sales →

Inheritance

An inheritance arrives with gratitude, and often with questions. Before you move a dollar, there’s a plan to make.

Inheritance Info →

Seeking a New Advisor

Not every advisor is built for every season of life. It’s worth knowing what a more specialized relationship looks like.

Fee-only financial advisor →

Fee-only, full-time fiduciary, since 1995.

We don’t sell products. We don’t earn commissions. Our sole compensation is the fee you pay us, so our advice is aligned with your goals, not a sales quota. In an industry built on conflicts of interest, our business model sets us apart.

Fee-only.

No commissions. No product sales. No kickbacks. We only work for you.

Fiduciary.

Legally obligated to always act in your best interest.

Since 1995.

Our founders were among the first fee-only advisors in Nebraska.

The only Nebraska firm on the 2025 CNBC FA 100.

Ranked #5 nationally by CNBC on their FA 100 list (October 2025 to October 2026). Evaluated among thousands of U.S. financial advisor firms on credentials, assets under management, team experience, and compliance record. The only Nebraska firm to make the list, all seven years.

CNBC FA 100 2025 badge, ranked number 5

This ranking was issued by CNBC in October 2025 and covers the period October 2025 to October 2026. Pittenger & Anderson did not pay to obtain this rating; however, we have licensed the CNBC FA 100 logo for use in our own advertising materials.

A Plan Built for Your Life

Your life doesn’t fit a template.
Your plan shouldn’t either.

A financial plan isn’t a document. It’s the answer to questions like these:

Do I have enough to retire?

Can we buy the lake house and still be okay?

Can we continue to be charitable and maintain our standard of living?

How can I structure things to take care of my loved ones and leave a legacy?

Every plan we build starts with questions like those. Then we urge our clients to spend, give, and live, not just accumulate. Confidence isn’t a number on a statement. It’s the permission to use what you’ve built.

Planning isn’t a one-time event. It’s a process, and we’re with you every step of the way.

Clarity over complexity.

Evolving tax rules. Social Security timing decisions. Which accounts to draw from first. Charitable and family giving strategies. It’s a jungle. The firms that profit from the jungle have a reason to keep it tangled. We don’t.

Our job is to cut through it, explain what matters, and help you make confident decisions.

Get to know us

A team you know by name.

After earning my bachelor’s degree from Peru State College, I joined P&A in 2001, bringing with me several years of experience in the culinary industry. My early career at the firm focused on accounts payable...

Diane Klein, CFP®
Senior Advisor/Principal

High school classes in personal finance and economics first sparked my interest in wanting to become a CERTIFIED FINANCIAL PLANNER™ professional and help people manage their investments. A college internship at a local financial services...

Jon J. Sevenker, CFP®
Senior Advisor/Principal

After graduating from the University of Nebraska–Lincoln in 2007 with a Bachelor’s Degree in Business Administration, majoring in Finance and minoring in Accounting, I joined P&A shortly after in January 2008. I have proudly called...

Elizabeth Sydzyik, CRPC®
Lead Service Advisor

Growing up, I saw firsthand how financial stress can affect families. Money conversations often centered around worry, taxes were something to dread, credit cards became temporary solutions, and access to financial education was limited. As...

Kristin Kliewer
CCO, Service Advisor

My career path back to Pittenger & Anderson has taken a few twists and turns along the way. During my college years at the University of Nebraska–Lincoln, I interned at P&A while earning my degree...

Blake Anderson, CFP®
President, COO and Senior Advisor

With over 50 years of experience in the investment business, I can honestly say I am still learning every day and enjoying what I am doing. I came to the University of Nebraska on a full athletic football...

Dan Anderson, CFP®
Chairman, CFO

I grew up in Falls City, NE, in a farming family, an upbringing that instilled in me the value of hard work and being of service to others. I went on to study actuarial science...

Clay Finck
Service Advisor

Growing up in central Nebraska in the 1980s, I had limited exposure to the financial world. I remember someone visiting our home to sell my parents a mutual fund, but beyond that, I knew very...

Dan Frost, CFA, CFP®
Senior Advisor | Senior Investment Officer | Principal

My interest in markets and investing started on a farm in Northeast Nebraska, where some of my earliest memories included listening to the radio for daily market reports for corn, soybeans, and cattle futures during...

Audrey Mines, CFP®
Advisor

Hard work, family, and integrity shaped who I am while growing up in Wisconsin, and they continue to guide my approach to financial planning today. At the University of Nebraska-Lincoln, those values carried into the...

A.J. Natter, CFP®
Advisor

I grew up in Lincoln, Nebraska, which undoubtedly shaped my appreciation for hard work, humility, integrity, and putting others’ interests ahead of my own. Faith in Jesus Christ also plays a central role in my...

Trey Pittenger, CFP®
CEO | Senior Advisor

With more than 15 years of industry experience, I help small business owners, entrepreneurs, and families make informed financial decisions and build long-term wealth. Having worked closely with these clients throughout my career, I understand...

Shane Riley, CFA
CIO/Advisor/Principal

My story began in the small town of DeWitt, Nebraska. After high school, I moved to Southern California with my now-husband, Josh, while he served in the Marine Corps. Following our time in California, we...

Zabrina Roussan
Service Advisor

During my time at the University of Nebraska–Lincoln, I interned at a brokerage firm, where I discovered my interest in finance and helping individuals with investments. I earned a degree in Business Management with double...

Julie Sellers
Service Advisor

I’ve always been curious by nature and have enjoyed learning how things work, which made finance a natural fit for me. My interest in investing began during college through experiences working at a bank and...

Jaxson Simmerman
Investment Officer

Originally from a family farm near North Platte, Nebraska, I graduated from the University of Nebraska – Kearney in 2009 where I earned my degree in Business Administration with a Marketing and Management emphasis. Since...

Amber Sundberg
Director of First Impressions

When you call, a human answers. The person managing your money knows your name, your family, and your situation, not just your account number.

Assets under management

Client Households

U.S. States

*AUM, client, and state figures as of June 30, 2026

Patience. Discipline.
A long-term perspective.

At P&A, we believe successful investing requires patience, discipline, and a long-term perspective. We don’t chase trends or try to time the market. We focus on what works.

Simple, transparent portfolios.

Focus on what we can control.

Embrace volatility.

Stay fully invested and diversified.

Aligned with your best interests.

Start with a conversation.

Fifteen minutes. No presentation. No pressure. Just a call to see whether P&A is the right fit for the decision you’re facing.