A team you know by name.

16 team members. Eight partners. Big enough to bring real expertise to your financial life. Small enough that the person managing your money knows your name, your family, and your situation, not just your account number.

My career path back to Pittenger & Anderson has taken a few twists and turns along the way. During my college years at the University of Nebraska–Lincoln, I interned at P&A while earning my degree...

Blake Anderson, CFP®
President, COO and Senior Advisor

With over 50 years of experience in the investment business, I can honestly say I am still learning every day and enjoying what I am doing. I came to the University of Nebraska on a full athletic football...

Dan Anderson, CFP®
Chairman, CFO

I grew up in Falls City, NE, in a farming family, an upbringing that instilled in me the value of hard work and being of service to others. I went on to study actuarial science...

Clay Finck
Service Advisor

Growing up in central Nebraska in the 1980s, I had limited exposure to the financial world. I remember someone visiting our home to sell my parents a mutual fund, but beyond that, I knew very...

Dan Frost, CFA, CFP®
Senior Advisor | Senior Investment Officer | Principal

After earning my bachelor’s degree from Peru State College, I joined P&A in 2001, bringing with me several years of experience in the culinary industry. My early career at the firm focused on accounts payable...

Diane Klein, CFP®
Senior Advisor/Principal

Growing up, I saw firsthand how financial stress can affect families. Money conversations often centered around worry, taxes were something to dread, credit cards became temporary solutions, and access to financial education was limited. As...

Kristin Kliewer
CCO, Service Advisor

My interest in markets and investing started on a farm in Northeast Nebraska, where some of my earliest memories included listening to the radio for daily market reports for corn, soybeans, and cattle futures during...

Audrey Mines, CFP®
Advisor

Hard work, family, and integrity shaped who I am while growing up in Wisconsin, and they continue to guide my approach to financial planning today. At the University of Nebraska-Lincoln, those values carried into the...

A.J. Natter, CFP®
Advisor

I grew up in Lincoln, Nebraska, which undoubtedly shaped my appreciation for hard work, humility, integrity, and putting others’ interests ahead of my own. Faith in Jesus Christ also plays a central role in my...

Trey Pittenger, CFP®
CEO | Senior Advisor

With more than 15 years of industry experience, I help small business owners, entrepreneurs, and families make informed financial decisions and build long-term wealth. Having worked closely with these clients throughout my career, I understand...

Shane Riley, CFA
CIO/Advisor/Principal

My story began in the small town of DeWitt, Nebraska. After high school, I moved to Southern California with my now-husband, Josh, while he served in the Marine Corps. Following our time in California, we...

Zabrina Roussan
Service Advisor

During my time at the University of Nebraska–Lincoln, I interned at a brokerage firm, where I discovered my interest in finance and helping individuals with investments. I earned a degree in Business Management with double...

Julie Sellers
Service Advisor

High school classes in personal finance and economics first sparked my interest in wanting to become a CERTIFIED FINANCIAL PLANNER™ professional and help people manage their investments. A college internship at a local financial services...

Jon J. Sevenker, CFP®
Senior Advisor/Principal

I’ve always been curious by nature and have enjoyed learning how things work, which made finance a natural fit for me. My interest in investing began during college through experiences working at a bank and...

Jaxson Simmerman
Investment Officer

Originally from a family farm near North Platte, Nebraska, I graduated from the University of Nebraska – Kearney in 2009 where I earned my degree in Business Administration with a Marketing and Management emphasis. Since...

Amber Sundberg
Director of First Impressions

After graduating from the University of Nebraska–Lincoln in 2007 with a Bachelor’s Degree in Business Administration, majoring in Finance and minoring in Accounting, I joined P&A shortly after in January 2008. I have proudly called...

Elizabeth Sydzyik, CRPC®
Lead Service Advisor

Our credentials, by name.

CERTIFIED FINANCIAL PLANNER® professionals are required to complete rigorous education, have relevant experience, and are committed to acting in their clients’ best interests. The following advisors at our firm are CFP® professionals: Blake Anderson, Dan Anderson, Dan Frost, Diane Klein, Audrey Mines, A.J. Natter, Trey Pittenger, and Jon Sevenker.

Shane Riley and Dan Frost are both Chartered Financial Analyst® charterholders, a designation widely recognized as one of the most respected in the investment management industry. Elizabeth Sydzyik is a CRPC™ designee, a designation focused on helping clients navigate retirement planning needs. Kristin Kliewer holds the IACCP® designation, reflecting her expertise in investment adviser compliance and regulatory standards. And even though we do not sell any insurance products, Audrey Mines is a licensed Insurance Consultant who can help you analyze any insurance policies and annuities you own.

Assets under management

Client Households

U.S. States

*AUM, client, and state figures as of June 30, 2026

Start with a conversation.

Fifteen minutes. No presentation. No pressure. Just a call to see whether P&A is the right fit for the decision you’re facing.