About
Our Story
Our founders, Pitt and Dan, began working together at Dean Witter in 1985. In the early 1990s, Dean Witter began to pressure their brokers to sell higher fee products to their clients. A clear conflict of interest, this frustrated Pitt and Dan.
“Sitting on the same side of the table as my clients was something I tried to do throughout my career as a broker, but my clients were still treated as customers. I was paid for transactions rather than building relationships. My clients were coming up short, and so was I.”
Jim Pittenger
“Creating an environment where there is no pressure to sell a product and only doing what you think is best for the client appealed to me.”
Dan Anderson
Pitt left Dean Witter in June 1995 and a year later Dan joined him. Pittenger & Anderson became one of the first fee-only investment advisors in Nebraska. This meant they embraced the fiduciary standard of care at all times and shunned being paid by selling products. After over 25 years in business, our firm continues to grow and evolve. In 2012, we unveiled our succession plan by naming three new principals (Diane, Jon, and Trey). Since then, we’ve added two more owners (Blake and Shane), bringing our partner total to seven. This evolution will allow us to continue serving you for decades to come.
“From day one, we have been fully transparent and put our clients’ interests first. This fiduciary approach to each and every relationship has been a huge driver of our clients’ success, and thus our success. We never have to look back and can always greet our clients with a firm handshake and unblinking eyes.”
Jim Pittenger
Our Team
James S. Pittenger, Jr., CFP®
Chairman/CEO
Email: pitt@pittand.com
I will be reincarnated as a salmon; I’m constantly swimming upstream. I am a devout fisherman, hunter, and a BBQ fanatic married to a vegetarian.
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Dan Anderson, CFP®
President/COO/CFO
Email: dan@pittand.com
I have friends in other professions who talk about boredom. Even after well over 40 years in this business, boredom is not a problem. No day in the market is the same.
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Jon Sevenker, CFP®
Lead Advisor/Principal
Email: jon@pittand.com
I love to read, travel, and spend time outdoors. You might find me on one of Lincoln’s great bike trails or at a Husker game. Most importantly, I’m blessed to be a husband and a father to a daughter and son.
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Thanks to a personal finance & investing class in high school, I learned early on that I wanted to be a Certified Financial Planner.
I’m a member of NAPFA, the Financial Planning Association (FPA), and the FeeOnlyNetwork.
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Diane Klein, CFP®
Lead Advisor/Principal
Email: diane@pittand.com
At present time, I’m living vicariously through my children. One wants to be a musician and the other an actress!
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Trey Pittenger, CFP®
Lead Advisor/Principal
Email: trey@pittand.com
I can run a golf league, pitch tournament, and plan a party with the best of ‘em. My wife has the toughest job in our house, raising our four kids.
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Blake Anderson, CFP®
Lead Advisor/Principal
Email: blake@pittand.com
Did you know the Guinness Book of World Records was originally created as a guide for bartenders to settle bets among patrons?
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When I’m not at the office, you can generally find me pondering my next home improvement project, hacking my way around the golf course, or traveling with my wife, Emmy, and our three kids – Violet, Oliver and Hazel. I also serve on the boards of the Cystic Fibrosis Foundation’s Lincoln chapter, the Lincoln Children’s Zoo, and am on the Dean’s Young Alumni Advisory Board at the UNL College of Business. While I’m a born-and-raised Husker, I’m also a proud graduate of the Texas MBA program.
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Shane Riley, CFA
Lead Analyst/Principal
Email: shane@pittand.com
I’m a Red Hot Chili Peppers fan who has an appetite for business and investing. The ideal Friday night for me is binge-watching Netflix with my wife, Meagan!
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Elizabeth Sydzyik, CRPC
Service Advisor
Email: elizabeth@pittand.com
My husband and I live on an acreage with our three dogs, Boris the tortoise, and an adopted potbellied pig named Tater.
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Kristin Kliewer, IACCP
Service Advisor/CCO
Email: kristin@pittand.com
I’m an aspiring photographer and practice by posing my rescue dog in awkward outfits and set-ups. When I’m not snapping cool dog photos or figuring out my next concert to attend, I’m busy hiding…
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Audrey Mines, CFP®
Service Advisor
Email: audrey@pittand.com
I’m Cory’s bride, mom to Carissa, Sean, and a Cavapoo named Bella. I enjoy being outdoors (trying to cultivate a green thumb), reading, and acting as an amateur home designer.
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Hannah Lockard, AAMS
Service Advisor
Email: hannah@pittand.com
Many times, I’ll be the first person to greet you when you visit or call our office. I’m a self-proclaimed “plant mom” with a passion for clean eating, Spanish speaking, and delivering you the absolute best client experience.
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John Dannenbring, CFP®
Investment Officer
Email: johnd@pittand.com
My life revolves around my work, my wife, and my faith – but in reverse order! I knew I wanted a career in finance since I was a freshman in high school and haven’t turned back since.
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Brea Stithem
Director of First Impressions
Email: brea@pittand.com
One of my favorite life quotes is, “Successful people build each other up. They motivate, inspire, and push each other.” This is something that embodies my work life and personal life. I am excited to join P&A and for this new chapter in life.
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Dan Frost, CFA, CFP®
Lead Advisor/Senior Analyst
Email: dfrost@pittand.com
Spending time with my family is the best investment I can think of. My wife and I have been married for over 20 years and we have two daughters, one in high school and the other in middle school. Our favorite family night activity is pizza and a movie.
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My first real introduction to investments came during the summer between my freshman and sophomore years at the University of Nebraska-Lincoln when I had the opportunity to work as an intern in the investment division at a local bank. It was there that I first learned what a Bloomberg machine was and became aware of the Chartered Financial Analyst® designation. From that point on I knew exactly what I wanted to do professionally.
While I am a “numbers guy” and appreciate the beauty of a well-designed Excel spreadsheet I have to say the most satisfying part of my job is working with clients and bringing them peace of mind when it comes to their financial lives.
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