HELPING YOU NAVIGATE LIFE'S MOST IMPORTANT FINANCIAL DECISIONS

Matt Atchison leads our Omaha, Nebraska, office. Matt is originally from Holdrege, Nebraska, and he attended Creighton University, where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 18 years. He is an active member of Countryside Community Church and is passionate about teaching and promoting financial wellness education in our community’s schools, places of work, and places of worship.

Matt has received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. His focus is helping his clients build wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies, and exceptional customer service.

He enjoys spending much of his time with family and friends, traveling, running marathons, and cheering on the Cornhuskers and Creighton Bluejays. Matt and Chelsea have three children, Molly, Ben, and Sam, and he loves being their dad.

Sara Clegg grew up in West Point, Nebraska. She attended the University of Nebraska-Lincoln, where she graduated with honors and received a bachelor’s degree in marketing. Prior to joining Southwestern Investment Group, Sara worked at Capital Group in Indianapolis, Indiana, one of the world’s largest investment management firms.

Sara is a licensed financial advisor and works alongside Matt Atchison to provide comprehensive financial planning to their clients. She is passionate about financial literacy and recognizes the importance of having a plan for accomplishing life’s goals.

Sara lives in Gretna with her husband, Andrew, and their two sons. She enjoys spending time with family and friends, listening to podcasts while running, and reading non-fiction.

Brett Murray grew up in Houston, Texas before moving to Omaha, Nebraska in 2008. He attended Creighton University, where he graduated with his bachelor’s degree in finance and was a member of the Creighton University baseball team. Prior to joining Southwestern Investment Group, Brett worked for Carson Group in Omaha, Nebraska where he focused on comprehensive financial planning for clients.

Brett is a CERTIFIED FINANCIAL PLANNER™ professional and works alongside Matt Atchison and Sara Clegg, CFP® to help clients achieve their goals through comprehensive financial planning.

Brett enjoys spending time with friends and family, cycling, running, watching sports, and listening to music. He is engaged to be married in 2022 to his fiancée Ally.

Born in Oklahoma, Casey grew up in a few small Texas towns and Omaha alongside her three younger siblings. She graduated from the University of Nebraska-Omaha with a Bachelor’s degree in Business Administration in 2012, and she joined Southwestern Investment Group in the fall of 2013.

Casey is the first point of contact for the Atchison Wealth Team. She knows the team’s schedules backwards and forwards, and if she can’t answer your questions, she will make sure a team member calls you back in a timely manner. In her role, Casey provides exceptional service and communication to clients along with undertaking the day-to-day business operations.

Casey and her husband, Dan, happily call Omaha home again after having spent a bit of time living in Orlando while Dan worked for Walt Disney World. She enjoys being involved in her church and spending time with family and friends, especially her cute toddler niece, Mackenzie! She also enjoys snuggles with her two cats!