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.

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!

Joel Kosch is a Financial Professional at Raymond James Financial Services & Southwestern Investment Group & is part of the Atchison Wealth Team. Passionate about education & helping others, Joel enjoys working closely with his colleagues to build enduring relationships with their clients to help them achieve their financial goals.

Before joining the Atchison Wealth team, Joel spent the first decade of his career in fundraising. He was previously the Manager of Leadership Giving for Children's Mercy Hospital & has worked in fundraising for K-12 & higher education institutions.

Joel grew up in Humphrey NE, the youngest of 10 kids. He earned his bachelor’s degree at the University of Nebraska-Kearney, where he studied to be a math teacher. He completed his master’s degree at the University of Missouri-Kansas City in higher education leadership. Outside of the office, Joel enjoys spending time with his wife Jess, along with family & friends! His favorite activities include hiking, golfing, traveling, attending sporting events & eating ice cream.

Alex is a Financial Professional at Southwestern Investment Group. As a member of the Atchison Wealth Team, Alex is responsible for working with clients to help develop and implement comprehensive financial strategies. Passionate about cultivating long-term relationships by learning each person’s story, he aims to enhance every client’s financial journey through holistic financial planning.

Alex holds Series 7, Series 66, and Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. Prior to joining Southwestern Investment Group, Alex worked at First National Bank of Omaha as a member of their Wealth Management division.

Alex was born and raised in Omaha, NE and attended Drake University in Des Moines, IA. While there, he was a member of the men’s soccer team and received a bachelor’s degree in Business Administration. He then received his MBA with a concentration in Investment Science from the University of Nebraska Omaha. Alex married his wife Liza in 2020, and they reside in Omaha, NE. Outside of the office, he enjoys spending time with family and friends, traveling, and exploring national parks.

Christina Hausner is a Client Services Associate at Southwestern Investment Group. As part of the Atchinson Wealth Team, Christina collaborates closely with Casey Newburn as the main point of contact for clients. Her day-to-day responsibilities include proactively reaching out to clients to address their needs, as well as working to ensure the team maintains an exceptional level of service as the practice grows.

With a career in the financial services industry spanning more than 25 years, Christina joined the Atchinson Wealth Team seeking a role where she could continue assisting clients while working within a close-knit team. She was drawn to Southwestern Investment Group due to the quality and care of service the firm provides to clients and its commitment to helping others.

Born and raised in Omaha, Christina received a Bachelor of Arts degree in English from the College of Saint Mary. Outside of the office, she and her husband, Mike, are avid sports fans and enjoy watching and cheering for the Omaha Storm Chasers, Creighton Blue Jays, Kansas City Royals, Kansas City Chiefs, and Nebraska Cornhuskers. Christina also enjoys reading and spending time with her family and friends.

Before joining Southwestern Investment Group, Carlleen Sturdivant previously worked in the travel industry as an HR talent coordinator for two years. Prior to that, she worked in the human services field for 10 years, assisting individuals with preparing and gaining employment.

In her current role serving the Eric Shapiro Wealth Team and the Brand Kew Wealth Team—both based in Omaha, Nebraska—Carlleen assists the financial advisors and provides clients with quality service. She routinely contacts internal and external customers to obtain, clarify, or provide facts and information. Carlleen also schedules and coordinates meetings, events, and appointments for advisors.

While looking for a financial advisor that aligned with their values, Carlleen and her husband were drawn to Eric Shapiro’s heart of a teacher and quickly became clients. Later, while looking for a new employment opportunity, Carlleen learned about the Client Services Associate position and jumped at the chance to be a part of the Southwestern Investment Group team.

When it comes to what Carlleen loves most about working at Southwestern Investment Group, it’s the support she receives from everyone in the company. Carlleen truly enjoys her amazing team, and she comes to work with a smile on her face, knowing that the work her team completes every day positively impacts the lives of others.

Outside of work, Carlleen enjoys dancing in Zumba class and hanging out with her husband and their two adult children and their families. Carlleen loves being a grandma, and she has a passion for helping family and friends find work and life balance.