HELPING YOU NAVIGATE LIFE'S MOST IMPORTANT FINANCIAL DECISIONS
We believe that you deserve several fundamental benefits from your financial planner, but the most important one is the development of implicit trust. Committed to doing the right thing, our team provides you with creative and deliberate financial planning right out of the gate. Through ongoing communication, we build a relationship with you for the long haul, helping you to know that your planner cares about you, your family, and your goals.
RECOGNIZED AMONG FORBES BEST IN STATE WEALTH ADVISORS

ABOUT US
Located in Omaha, Nebraska, the Atchison Wealth Team aims to provide you with an abundance of value through time-tested financial principles and an ongoing client relationship. As our team serves the wealth planning needs of clients in Nebraska, Iowa, and all throughout the country, it is wonderfully rewarding to help guide you toward your lifelong dreams, and we’re equipped with years of experience and the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals—Sara Clegg and Brett Murray.
With every crucial decision we discuss with you, we always ask ourselves if this would be the same prudent financial advice we would want for our own family members. That’s how we best guide our clients, helping you prepare for and transition into retirement, while also maintaining the highest quality of life after you retire.
As the world of financial planning and investment management can be complicated to navigate, we listen to your financial goals and offer a comprehensive suite of financial planning and wealth management solutions to help you meet and exceed them. During times of change in your life or in the markets, it can feel overwhelming. Our expertise is in helping you craft a clear and focused plan that fits into your story.
The Atchison Wealth Team is an independent advisor, ensuring that we are not conflicted to sell any proprietary investment products to you. This independence allows us to sit on the same side of the table as you and help you find the investments that are in your best interests, not ours.
Southwestern Investment Group - We Work Together to Improve Your Financial Life
A FEW WORDS FROM OUR TEAM
Meet the Team
Learn more about each of the dedicated members of the Atchison Wealth Team.
Matt Atchison
Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS
402-505-7700 Email
Brett Murray, CFP®
Financial Advisor, RJFS
402-505-7700
Joel Kosch
Financial Professional
402-505-7700
Alex Prusa
Financial Advisor, RJFS
402-505-7700
Christina Hausner
Client Concierge
Carlleen Sturdivant
Client Service Associate
402-505-7700
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!
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.
VIDEO RESOURCES
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
3 Ideas on how to maximize charitable giving
6 Ideas for Navigating a Down Market
Finding the Right Financial Planner
Understanding Your Risk Adjusted Rate of Return
Southwestern Investment Group - We Work Together to Improve Your Financial Life
3 Ideas on how to maximize charitable giving
6 Ideas for Navigating a Down Market
Finding the Right Financial Planner
Understanding Your Risk Adjusted Rate of Return
COMPREHENSIVE WEALTH PLANNING SERVICES
Through our comprehensive wealth planning services, the Atchison Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and so much more.
Retirement Income Planning
To help you determine your retirement income planning goals, we’ll work with you to identify and organize your sources of income and ongoing expenses, while also helping you implement a savings plan to efficiently manage assets and risk.
Tax-Integrated Planning
With our team’s tax-integrated planning guidance, you can feel confident in mitigating your taxes, while also working to enhance the use of your income sources. With the goal of reducing your lifetime tax liability and maximizing both your marginal brackets as well as annual deductions, tax-integrated planning can help you keep more money in your family.
Charitable Giving
As charitable giving is a part of our core values, you can trust our team to help you achieve your philanthropic goals with guidance on a focused approach to charitable giving. From identifying charitable organizations of interest to helping you maximize the impact of your gifts, you’ll be on your way to giving back while making the most tax-efficient choices along the way.
Inheritance Planning
Though it can be an uncomfortable topic, inheritance and estate planning will be one of the most important things you can do to help protect your assets and help your family avoid unnecessary taxes and potential disagreements in the event that something happens to you. Our team approach can help you with the process of amending or creating an estate plan that truly matches your wishes.
Tax-Efficient Investing
Investing your money might seem complicated, but it’s critical to helping you achieve your financial planning goals. That’s why it’s important to work with an experienced team like ours for guidance in choosing the right investments, as well as the right accounts to hold your investments. Additionally, we can help you maximize the tax efficiency of your portfolio and lower the effects of taxes on your investments.
Community Impact
It’s a passion of ours to provide clients with opportunities to support local and global community economic development, revitalization, and sustainability. Through community impact investing, we can help you allocate a portion of your portfolio to social impact assets that will truly leave a mark within your local community.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.
WHAT TO EXPECT AT AN APPOINTMENT
STEP 1 WE GET TO KNOW YOU
We learn about your family, hobbies, history, goals, what’s important to you, and what encouraged you to meet with us.
STEP 2
WE WORK TO UNDERSTAND YOUR GOALS
Through strategic questions pertaining to savings and how long you plan to work, we gather all the information needed to put together a strong financial plan.
STEP 3
WE INTRODUCE YOU TO OUR TOOLS
We help you understand our process and the tools we use to formulate a savings and investment plan tailored to your specific goals.
STEP 4
WE CREATE A LASTING RELATIONSHIP
Tailored to your needs, we develop a regular review plan with you to ensure your finances are on the right track.
THOUGHT LEADERSHIP
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Contact Our Team
OUR LOCATION
15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-505-7700
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Suite 103
Omaha, NE 68118
United States