Welcome Soren to the P&A Team

Questions and Answers with Soren Schwan

Where are you originally from?

I was born and raised in Lincoln. I attended Lincoln Southwest (I was a freshman the year it opened!) and Nebraska Wesleyan. I now live in Bennet.

Tell us about your family:

I have been married to my husband, Matt, for 2 years. Our daughter Sayre just turned 1 last month. We also have a cat named Calypso.

What do you like to do in your free time?

I enjoy spending time with family, antiquing/going to flea markets, decorating, baking, reading and binge-watching shows.

What is your favorite movie or TV show?

There are too many to just pick one! My husband and I really enjoy watching crime dramas or documentaries together. I also enjoy medical dramas and reality TV as a guilty pleasure.

What has been your favorite and/or most memorable vacation?

While in high school I studied French and had the opportunity to visit France on a school trip my senior year. I stayed with a host family for a few days in Fontainebleau. They took me to visit Versailles which was very memorable! Our group also spent a few days in Paris and got to eat lunch at the Eiffel Tower.

How did you become interested in the investment/financial planning profession?

I worked in the call center for a life insurance company and transitioned to the variable life insurance team after about a year. From there I became interested in the financial services industry and moved to the company’s broker-dealer where I worked on the suitability team for the past 4 years. But I missed working directly with customers (I previously worked in retail and have a degree in Psychology) so I was thrilled to find this Service Advisor opportunity at P&A!

If you could do anything else for a living what would it be?

I would own a store filled with all my favorite things!

 

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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