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, constantly swimming upstream. I am a pilot, golfer, devout fisherman and a BBQ fanatic married to a vegetarian.
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Flying is a passion and the fabric of my being. There are always new places to see and odd experiences to pursue. Most of my friends claim to be normal but have well cultivated eccentricities. I love golf, once played a lot of tennis, and at one time was married to my bicycle, would like to get that way again. Watching football and basketball was also once a passion and hopefully the Huskers will renew that.
Financial problem-solving and sales presentations have always been a sought-after challenge, I love to be involved and help others. Being proud of P&A is a pretty easy duty. Clients are our best friends, our team is excellent, the partners don’t argue (much), so why would you leave? I’m staying put.
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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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I have been married for 45 years and dated my wife in high school and college before marriage. She spiced up our life with a new dog a couple years ago! Farming, golfing, fishing, hunting, traveling, and enjoying our grandchildren keeps me from having any dull moments.
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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™ professional.
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
My husband and I reside in Lincoln with our two children and are just a few years away from being empty nesters (I have mixed emotions about this phase).
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I’ve served on the Friends of Lied, my kids’ high school performing arts boosters and am a firm believer in community support. Since joining P&A in 2001, I have been blessed to see clients’ successes over the past couple decades and am so thankful to be on the journey with them.
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Trey Pittenger, CFP®
Lead Advisor/Principal
Email: trey@pittand.com
I am passionate about helping friends and clients simplify the complex world of investing, so that they can focus their time and energy on what they do best.
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Outside of work, my wife Shari and I are blessed with four kids who are active in sports and other activities at Lincoln Christian School. I am an avid golfer, youth basketball coach and serve on a number of non-profit boards. We also have a beautiful female English bulldog, Roxi, who doesn’t take offense when people say “He is so cute!”.
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Blake Anderson, CFP®
Lead Advisor/Principal
Email: blake@pittand.com
The ideal workday for me starts with a good cup (or two) of coffee in the quiet of the early morning. My best days at the office are spent collaborating with the awesome team at P&A and interacting with our clients.
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When I’m not at the office, you can find me shuttling our kids off to an activity or coaching their sports teams. I love pondering and planning 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. As a born and raised Lincolnite, I am fortunate to have opportunity to be involved in the community – serving on the boards of the Lincoln Children’s Zoo and the Lincoln YMCA, as well as a Trustee of the Lincoln Community Health Endowment. While I’m a lifelong Husker fan and graduate of the University of Nebraska, 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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I’m a believer that investing success takes the right mindset more than any other skill. If you want to talk through the nitty-gritty of how we manage money or about your accounts in general, I’m a good resource. I love helping people find simple answers to complex questions.
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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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I’ve been on the P&A team since 2008, and what I love most about my job is seeing people achieve their financial goals and enjoy life. You might work with me when setting up your account, transferring money, or gifting from your donor advised fund.
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Kristin Kliewer, IACCP®
Service Advisor/CCO
Email: kristin@pittand.com
“If you fail to plan, you are planning to fail.” – Benjamin Franklin. On a regular day, I have a worst-case scenario reaction plan running through my brain. Someone has to do it and I believe I’m quite good at it.
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My passion for planning, troubleshooting, and helping others; makes a smooth transition from work to home life. You can find me keeping the house in working order, making sure everyone is where they need to be when they need to be & planning the next home-cooked meal. There’s always time to cook. In my free time, you can find me outside with my husband, daughters, and dog on our small acreage by Sprague, NE. I have been known to throw a mean line in the water on a family lake day. My views on fearless worm threading are very similar to my view on market volatility… not always pretty, but all part of the process.
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Audrey Mines, CFP®
Service Advisor
Email: audrey@pittand.com
I enjoy solving problems, acquiring new information, and working toward shared goals which makes the work at P&A always exciting.
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Away from the office you’ll find me reading a good book, cultivating a green thumb, sitting on the deck watching for deer, enjoying a hike outdoors (Bur Oak or a National Park), and most importantly spending time with my family.
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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.
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My 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 is and became aware of the Chartered Financial Analyst® designation. From that point on I knew exactly what I wanted to do professionally.
While I enjoy managing investment portfolios and crunching numbers in an 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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Soren Schwan
Service Advisor
Email: soren@pittand.com
My new favorite role is mom to my active 1-year old! I enjoy spending time with my family, antiquing, and decorating. My goal is to spend more time baking and reading.
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I previously worked in the suitability department of a broker-dealer and I’m excited to start the next chapter of my career by joining the P&A team!
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Ema Kohmetscher
Service Advisor
Email: Ema@pittand.com
I grew up on a farm outside of Juniata, NE with my two brothers. My husband and I recently bought our first home here in Lincoln, so most of our free time is spent tackling home improvement projects.
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Thanks to a class in high school, I discovered my interest in personal finance early on. It wasn’t until I graduated college that I found investments & financial planning was the niche for me, but I am very excited to start this new chapter by joining the team here at P&A!
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Amy Masten
Director of First Impressions
Email: Amy@pittand.com
I was born and raised in Georgia. I moved to Nebraska seven years ago to pursue my career. My background is mainly in the Arts and Customer Service. However, I’m a firm believer that the more skills you possess the more marketable you are.
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As the oldest of six siblings, family is very important to me. I try to travel often to visit them. I have a myriad of hobbies which include reading, traveling, sewing, fishing, scuba diving, and many more. I try to look at life’s problems optimistically. Every choice you make; right or wrong is leading you to the next thing. So, don’t be afraid to take a step.
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