About

Our Story

Our founders, Jim Pittenger and Dan Anderson, 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, embracing the fiduciary standard of care and shunning the transactional business model. 

Approaching 30 years in business, P&A continues to grow and evolve. In 2012, we unveiled our succession plan by naming three new principals (Diane Klein, Jon Sevenker, and Trey Pittenger).  Since then, we’ve added three more owners (Blake Anderson, Shane Riley, and Dan Frost), bringing our partner total to eight. This evolution will allow us to continue serving our clients 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®

James S. Pittenger, Jr., CFP®

Founder

Emailpitt@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®

Dan Anderson, CFP®

Chairman/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®

Jon Sevenker, CFP®

Senior 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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Currently, I’m on the Capital Humane Society board, a member of the Executive Club, and a Teammates mentor.

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®

Diane Klein, CFP®

Senior Advisor/Principal

Email: diane@pittand.com

My husband and I reside in Lincoln and have two children in college. I have a passion for Broadway shows, Husker volleyball, baking, reading and traveling.

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There are many bucket places on my list so if you have recommendations and advice, pass them along!

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®

Trey Pittenger, CFP®

CEO/Senior Advisor

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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I believe the spice of life is to consistently grow and develop spiritually, personally, professionally, and physically.

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®

Blake Anderson, CFP®

President/COO/Senior Advisor

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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After working in Corporate America in the early part of my career, I love that I now have the opportunity to work directly with our clients every day to help them achieve their financial goals.

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

Shane Riley, CFA

CIO/Advisor/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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Dan Frost, CFA, CFP®

Dan Frost, CFA, CFP®

Senior Advisor/Senior Investment Officer/Principal

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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Elizabeth Sydzyik, CRPC®

Elizabeth Sydzyik, CRPC®

Lead Service Advisor

Email: elizabeth@pittand.com

My husband and I live on an acreage with our two dogs, Boris the tortoise, and an adopted potbellied pig named Tater.

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You can find me out antiquing, watching true crime shows, spending time with our animals, or enjoying the great outdoors in our UTV. If you’re heading to Kauai, Hawaii, and want some advice, let me know. “The Garden Island” is my favorite place on Earth!

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®

Kristin Kliewer, IACCP®

CCO/Service Advisor

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®

Audrey Mines, CFP®

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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Soren Schwan

Soren Schwan

Service Advisor

Emailsoren@pittand.com

My favorite role is mom to my active toddler! I enjoy spending time with my family, antiquing/decorating, and reading.

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I love Jane Austen and enjoy collecting copies of her books and other items. I hope to someday visit her museum.

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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A.J. Natter, CFP®

A.J. Natter, CFP®

Service Advisor

Email: AJNatter@pittand.com

I make a conscious effort to approach each day with purpose and resolve, guided by strong morals that enable me to make prudent decisions.  Following my graduation from the University of Nebraska-Lincoln, I worked for a group in Minneapolis before ultimately returning to the area and connecting with P&A. Now, I am thrilled to collaborate with the talented individuals on this team.

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In my free time, I like to explore new restaurants, stay active, and watch sports with friends and family. I often enjoy returning to my home state of Wisconsin to work on our family acreage as well.

During my college studies and early career, I found myself naturally drawn to the financial planning profession and the distinct circumstances of each client. Eager to acquire knowledge and help others, I embarked on the journey to become a CERTIFIED FINANCIAL PLANNER™, which has greatly enriched my expertise. I am thrilled to bring my passion and skills to P&A and work alongside the brilliant minds on the team.

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Amber Sundberg

Amber Sundberg

Director of First Impressions

Email: Amber@pittand.com

Problem solving and helping people feel heard is one of my greatest passions in life, second to being a mom! I enjoy spending time with my husband and son being active outside, traveling, watching crime investigation shows or documentaries and having our weekly living room dance parties. We also have a dog named Briggs who joins in on all the family fun!

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I have been in the financial industry for the past 14 years and am excited to join the team at P&A and continue learning the industry. I look forward to meeting all the wonderful clients and growing during this next phase of my career.  

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Jaxson Simmerman

Jaxson Simmerman

Client Service & Operations Associate

Email: Jaxson@pittand.com

There isn’t much I am more passionate about than helping people and the financial markets. I cannot think of a better profession to be in to combine my two passions. Up towards the top of the list is quality time with my friends and family.

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I enjoy reading, traveling, listening to podcasts, staying active, and going to concerts. My favorite artists are Ian Munsick or Parker McCollum, both up and coming superstars. I am an avid Husker Football and Basketball fan. I am constantly learning new things and trying to better myself.

I am excited to start my career at P&A and meet all of our amazing clients.

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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 800+ clients in over 30 U.S. states.

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