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 who reside in Connecticut and Omaha.
Jack has been in the financial services industry for nearly 30 years. He does financial planning, wealth management, retirement plan services and employee benefits. Originally from Omaha, Jack has been in Hastings since 1983, and he and his wife Mary have three children who all graduated from St. Cecilia High School.
In addition to his work at Oakeson Steiner, Jack has also served the community through work on various boards for local non-profit organizations including: Hastings Chamber (Diplomats/Ambassadors), United Way (Board Member and Campaign Chair), Hastings College Annual Fund Drive (Chairman), Saint Michael’s Church (Finance Committee Member/Campaign Co-Chairman), St. Cecilia’s Band Boosters (President), Hastings Museum (Trustee/President), Mary Lanning Healthcare Foundation Board (Member/President) and Hastings Noon Rotary Club (Member).
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.
Leslie joined the firm in 2011 after working for Gibraltar Packaging in Hastings in various roles, including corporate marketing, investor relations and human resources for 14 years. 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 individuals on financial plans. In 2017, she completed training as a Ramsey Solutions Master Coach and is excited to help clients improve their communication and coordination on planning strategies and financial outcomes.
Leslie is quick to laugh, is a good listener and enjoys getting to know her clients. Leslie has been actively involved with the United Way since 2008 and served as President of the Executive Committee in 2014. She has also volunteered her time to the Adams County Lutheran Education Association, the YMCA and various parent associations through the Hastings Public Schools. After work, she and her husband Troy can be found cheering on their two kids at various sporting and musical events.
At Oakeson Steiner Mark is focused on serving corporate retirement plans as a licensed Client Services Associate. 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.
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.
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.
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.
Kaleena moved to Hastings in 2001 from Brighton, Colorado, to attend Hastings College and has called it home ever since. She earned a degree in economics and advertising from Hastings College while working part-time for the firm. After graduation and eight years in community marketing, she joined the team at Oakeson Steiner once more to lead the implementation of new technology platforms, marketing strategies and client communications.
In 2018, she also started working remotely for Resources, our registered investment advisor, as a Marketing & Creative Consultant to assist with corporate branding and leading a marketing services program for affiliate offices similar to Oakeson Steiner.
She has a passion for community and organizational development and has been involved in the creation and growth of several organizations/campaigns in Hastings including: Prairie Loft, The Lark, The Hastings Community Arts Council and Give Hastings Day. She also facilitated a new community brand campaign, a community based mural project and the renovation of “The Official Birthplace of Kool-Aid” on 1st Street in Hastings.
She and her family enjoy spending time at Heartwell Park and attending Listening Room concerts.
Stephanie is a native of Hastings,Nebraska, and has been with the firm since 2002. She started at Oakeson Steiner with a background in accounting and bookkeeping. Stephanie’s detail-oriented and organized personality equips her to efficiently process financial business and manage retirement plan service requests.
When not in the office, Stephanie enjoys spending time with her husband and three kids, vacationing at her family’s lake house and attending sporting events.
Renee joined the firm in January 2016 and is here to ensure that everyone that calls or walks through the door feels welcome. She was born in Fullerton, NE but has lived in Hastings all of her life. You may recognize her from her 28 years at Hastings College, where she served in various capacities.
Renee and her husband, Dave, enjoy golfing and helping their four grown children with home projects