Doug is a native of St. Paul, Nebraska, and holds a business administration degree and master’s degree in finance from the University of Nebraska – Lincoln. Holding various positions with National Bank of Commerce – Lincoln, he joined the City National Bank – Hastings (Heritage Bank) in 1981, serving as the bank’s President through 1987. From 1987-1994 he was a partner with Smith Hayes Financial Services, a Nebraska broker/dealer, but resigned in 1994 to start the firm.
Doug has served on many community and non-profit boards in Hastings including for the Hastings Area Chamber of Commerce, Hastings Economic Development Corporation and First Presbyterian Church. Additionally, he has also been involved in fund drives for Hastings Museum, United Way, YMCA, Hastings College and Lochland Country Club.
Doug and his wife Lorri have two grown children and 3 grandsons and a granddaughter who reside in Connecticut and Omaha.
Josh joined the firm in 2008 as an investment consultant working with corporate retirement plans and individuals. He is a native of Red Cloud and earned a Bachelor of Arts degree in business administration from Hastings College.
He has completed a retirement plan consultants program & fi360’s Accredited Investment Fiduciary (AIF) designation to offer co-fiduciary services to plan sponsors as well as Professional Plan Consultant®
(PPC®) Designation which teaches advisors a framework for managing a successful and compliant 401(k) plan. In 2014, Josh earned his CHARTERED RETIREMENT PLANS SPECIALIST™ (CRPS©) certification from the College of Financial Planning and is currently enrolled in the Financial Family Planning program through the University of Nebraska. Prior to joining the firm, Josh worked as a partner with Ellerbrock-Norris Insurance.
He and his wife Amy enjoy traveling in their spare time.
Jack retired from Oakeson Steiner Wealth & Retirement in December 2019, following a 30+ year career in the financial services industry. During his time with Oakeson Steiner he focused on financial planning, wealth management, retirement plan services and employee benefits. Jack and his wife Mary are both originally from Omaha, and upon his retirement they have moved back to be closer to family and life-long friends. In retirement they plan to spend more time with their three grown children and their families.
Leslie joined the firm in 2011 after working for 14 years at Gibraltar Packaging Group in Hastings in various roles including corporate marketing, investor relations, and human resources. She is a native of Prosser, Nebraska and a graduate of Hastings College where she earned a degree in business administration. At Oakeson Steiner she works with corporate retirement plans as a participant educator and also works with individuals on financial plans. In 2017 she completed training as a Ramsey Solutions Master Coach.
Leslie has been actively involved in many local organizations volunteering her time on various board and committees. Leslie is a past board member of the United Way, serving as President of the Executive Committee in 2014. She has also volunteered her time to the Adams County Lutheran Education Association, the YMCA, and the Hastings High Booster Club where she served as President of the Booster Club Board. When not working, she and her husband Troy enjoy spending time with their two grown children.
At Oakeson Steiner Mark is focused on serving corporate retirement plans by assisting plan sponsors and providing investment education and advice to employees. He joined the firm in 2015 with 9 years of experience working with retirement plan participants for Princor Financial Services. Mark is a strong communicator and has a passion for doing things right.
He is a native of Indianola, Nebraska and he and his family have called Hastings home for the last 13 years. In his spare time he enjoys coaching and watching his kids play sports.
Mike joined Oakeson Steiner Wealth & Retirement in 2017 after over 40 years as a Certified Public Accountant with McDermott & Miller PC. Mike brings a wealth of experience in tax and financial strategies to the firm. He assists Oakeson Steiner with special projects to provide clients with solutions that meet their financial goals. Mike completed his Bachelor of Science in Business Administration at the University of Nebraska at Omaha. He has held his CPA since 1977.
Tami joined Oakeson Steiner in 2018 with over seven years experience as a tax manager at Lutz & Company (formerly McDermott & Miller, P.C.) in Hastings. She is a Certified Public Accountant and earned her Master of Public Accountancy in taxation at the University of Nebraska-Lincoln. Tami's focus is tax strategies for the future, including minimizing the amount of taxes paid in retirement.
She is a native of Fairfield, Nebraska. Tami is actively involved in her family farming operation near Shickley, Nebraska. Outside of work, Tami enjoys spending time with her young family, golfing, and traveling when possible.
Nicole joined Oakeson Steiner in January of 2019 after working in the banking industry. She attended Hastings Central Community College and obtained an Associate’s degree in Business Administration. Nicole works closely with the advisors in the office to maintain and build client accounts. Nicole and her husband Michael reside near Deweese with their two children, Colt and Beau. When away from the office she enjoys being outdoors, helping on the farm, and spending time with her friends and family.
Phil Troyer serves as our Chief Compliance Officer and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry.
In addition, Phil is able to draw upon his past experience in insurance, litigation, contract interpretation, and corporate law to assist the firm and its practice leaders with managing the risks associated with their businesses.
Tami joined Oakeson Steiner in 2020, after 30+ years in the medical field. Her most enjoyable part of her job is having the opportunity to work and care for a variety of people. She and her husband, Dale, live on a farm near Deweese, Nebraska. Together they raised three daughters. Tami enjoys spending time with family, especially the grandchildren, golfing and traveling.
Sarah joined Oakeson Steiner in 2021 after working as a tax manager for eight years at Lutz & Company, P.C. (formerly McDermott & Miller, P.C.) in Hastings. She is a Certified Public Accountant and earned her Master of Business Administration with an emphasis in Accounting from the University of Nebraska-Kearney in 2013. Sarah works with clients to develop long-term tax strategies that support their financial goals. Sarah and her husband Bo reside in Red Cloud with their two children, Carter and Aleigha. When away from the office she enjoys being outdoors and helping on their family farm operation.
Curt is a native of Lawrence, Nebraska. He joined Oakeson Steiner in 2021 after working in the Private Accounting Industry. He attended Hastings College and obtained a bachelor’s degree in Accounting in 2011. When not in the office you can usually find him hunting or spending time with his friends and dogs.
Peter Lainson was born and raised in Hastings Nebraska and graduated from Hastings College with a degree in Business Administration. He joined Oakeson Steiner in January 2017 and has been in the investment business serving clients for 30 years. In his spare time, Peter is a composer of music and is active in the music and arts community in and around Hastings. He and his wife, Pamela, have three sons and are long-time members of the First Presbyterian Church. At Oakeson Steiner, Peter works primarily with individual clients, listening intently and developing deep relationships for the purpose of building wealth over time.