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. As we approach 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
Vice President/Principal
Email: jon@pittand.com
I’m an avid reader, a lover of nature and travel, and a Husker fan. 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 what I wanted to do for a living.
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Diane Klein, CFP
Vice President/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
Vice President/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
Vice President/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
Investment Officer/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
Investment Officer
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
CCO/Administrative Specialist
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
Investment Officer
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
Director of First Impressions
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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