Our Team
Douglas Oakeson 
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 Yost 
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 Steiner 
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.
Mark Stritt 
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.
Leslie Schroeder 
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.
Mike Walenz, CPA (inactive) - (Professional CPA Services Provided Via OS Tax Services, LLC) 
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.
Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.
Tami Heinrichs, CPA - (Professional CPA Services Provided Via OS Tax Services, LLC) 
Tami Heinrichs is a financial advisor and a licensed CPA. She serves as a managing partner of the Wealth Management division at Oakeson Steiner. She specializes in not only helping clients have a successful transition into and throughout retirement, but also focuses on helping her client’s legacy live on through generational succession planning.
Areas of specialty:
• Tax Planning and Consulting
• Estate and Generational Planning
• Cash Flow Planning
• Financial Planning
• Social Security Maximizing Strategies
• Roth Conversion Strategies
• Charitable Giving Strategies
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 has her Master of Public Accountancy in taxation from the University of Nebraska – Lincoln. Tami’s tax background melds well with her financial clients bringing tax efficiencies to their investment portfolio, managing taxes throughout retirement, and helping families minimize and manage taxes when it comes to transferring their legacy.
Tami is a native of Fairfield, Nebraska and resides in Clay Center. Tami is actively involved in her family farming operation and enjoys spending time with her three little girls.
Investment advice offered through OneDigital Investment Advisors LLC, d/b/a Resources Investment Advisors, an SEC-registered investment adviser.
Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.
Sarah James, CPA - (Professional CPA Services Provided Via OS Tax Services, LLC) 
Sarah James is a member of the wealth management division at Oakeson Steiner. As a financial advisor and licensed CPA, she assists individuals and business owners plan and transition into a successful retirement. Sarah is passionate about simplifying the complexities that come with retirement for her clients, all while providing additional focus on income tax strategies aimed at minimizing the taxes paid on retirement assets.
Areas of specialty:
• Tax Planning and Consulting
• Cash Flow Planning
• Roth Conversion Strategies
• Charitable Giving Strategies
• Financial Planning
• Estate and Generational Planning
• Social Security Maximizing Strategies
Sarah joined Oakeson Steiner in 2021 with nine years of experience working as a tax manager at Lutz & Company (formerly McDermott & Miller, P.C.) in Hastings. She received her Master of Business Administration from the University of Nebraska – Kearney in 2013.
Sarah resides in Red Cloud with her husband and two children. Outside of work Sarah stays actively involved in their family farm operation and enjoys spending time with family. She also serves as a board member of The Valley Child Development Center and the Child Development Council of Adams County.
Investment advice offered through OneDigital Investment Advisors LLC, d/b/a Resources Investment Advisors, an SEC-registered investment adviser.
Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.
Ronnett Kitten, CPA - (Professional CPA Services Provided Via OS Tax Services, LLC) 
Ronnett Kitten is a financial advisor and a licensed CPA and holds a Nebraska insurance license in Life and Annuities, Sickness, Accident and Health. She assists clients in the Wealth Management division at Oakeson Steiner and provides support as a Retirement Plan counselor.
Areas of specialty:
• Tax Planning and Consulting
• Long-term financial strategies
• Retirement Plan Enrollment and Consulting
• Retirement Income Planning
Ronnett joined Oakeson Steiner in 2022 with over eight years of public accounting experience and an additional 24 years in private accounting and management. Ronnett has a Bachelor of Arts in Business Administration from Hastings College. Her background and experience enable her to provide quality financial advice and guidance to clients.
Ronnett is a long-time Hastings resident and has served the community in various board member roles. She enjoys spending time with family and friends.
Investment advice offered through OneDigital Investment Advisors LLC, d/b/a Resources Investment Advisors, an SEC-registered investment adviser.
Maggie Kothe, CPA - (Professional CPA Services Provided Via OS Tax Services, LLC) 
Maggie joined Oakeson Steiner in 2022 with over 15 years of experience starting at Ernst & Young LLP and then as a sole practitioner. She is a Certified Public Accountant and a recipient of the Elijah Watt Sells award from the American Institute of CPAs. Maggie graduated summa cum laude with her Bachelor of Science in Business Administration - Accounting and her Masters in Accounting from Kansas State University. Maggie's focus is preparation and of tax returns and planning for the same.
Maggie is native of south-central Nebraska and is actively involved in her family farm operation near Roseland, Nebraska. Maggie and her husband have three kids and they all enjoy spending time together at home, at the lake and traveling.
Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.
Nicole George 
Nicole George is a licensed financial advisor and works as member of the retirement plan team at Oakeson Steiner. She specializes in assisting retirement plan participants navigate the complexities of employer sponsored retirement plans. She also works to educate groups on financial wellness topics.
Areas of specialty:
• Retirement plan enrollments and rollovers
• Individual reviews with employees regarding retirement plan options.
• Facilitating requests for contribution adjustments, distributions, and other changes.
• Supporting participants with developing personal savings strategies
• Financial wellness education
Nicole joined Oakeson Steiner in 2019 after working in the banking industry. She has her associates degree in Business Administration. Nicole resides near Deweese with her husband Michael and their two children, Colt and Beau. When not in the office she enjoys traveling and spending time with her friends and family.
Investment advice offered through OneDigital Investment Advisors LLC, d/b/a Resources Investment Advisors, an SEC-registered investment adviser.
Peter Lainson 
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.
Phil Troyer, Chief Compliance Officer 
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.
Allison Petr, CPA - (Professional CPA Services Provided Via OS Tax Services, LLC) 
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Tami Kohmetscher 
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.
Curt Bolte 
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.
Natalie South 
Natalie joined Oakeson Steiner in February of 2022 after doing medical billing for a little over 9 years. She earned her Bachelor of Science degree in Communications from the University of Nebraska at Kearney in May of 2006. Natalie has one son, Liam, in which they live in Hastings, Nebraska. When Natalie is not working, she enjoys photography, baseball games, playing volleyball, traveling and spending time with family.
Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Oakeson Steiner, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
