Helping You Navigate Complex Markets

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 enjoys meeting and working with other Smartvestor members in and around the Omaha community.

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.

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!

Brittany graduated from Northwest Missouri State University with a Bachelor's degree in Corporate Recreation and Wellness. For the last three years, she has worked at Nodaway Valley Bank in Maryville, Missouri, as Head of the Debit Card Department, but she recently moved to Omaha to begin her journey with Southwestern Investment Group. She has most enjoyed building relationships with her co-workers.

Currently, Brittany works for four advisors in the Omaha office. Her ultimate goal is to gain more knowledge in the financial industry, continuing her professional growth. She is also a licensed cosmetologist and works part time as a stylist.

In her spare time, Brittany enjoys working out, spending time with her family, and reading for her book club.