Feel Confident with a Plan In Place

We’re passionate about educating others to help them make smart financial decisions. In order to reach your financial goals, you have to begin with the end in mind.

About Us

Kew Wealth Team

We’ll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we’ll help you craft a financial plan that fits your needs and help you reach your desired outcome.

We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.

Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we’ll give you our feedback on your current financial plan and how it can be improved.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska:

15808 West Dodge Road, Suite 103
Omaha, NE 68118
402-715-4278

114 W Main St.
Clarinda, IA 51632
712-542-6334

Meet the Team

Learn more about each of the dedicated members of the Kew Wealth Team.

Brandon Kew, CFP®

Vice President, Southwestern Investment Group

Read Bio

Duane Sturm, CRPC®

Financial Advisor, RJFS

Read Bio

Teri Ann Greenfield, FPQP®

Financial Professional

Read Bio

Susan Harris

Assistant

Read Bio

Kendra Hughes

Client Services Specialist

Read Bio

Carlleen Sturdivant

Client Service Associate

Read Bio

Austin Gutknecht

Financial Professional

Read Bio

Contact Our Team

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Our Location

15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-715-4278

Latest Resources

  • Last Minute Tax Tips for 2021

    March 16, 2022

    With all that’s going on in the world, it’s easy to forget

    Read More

  • debt-snowball-payoff

    Paying Down Debt: The Snowball Method Versus The Avalanche Method

    February 28, 2022

    If you ever feel overwhelmed by the weight created by unmanageable or

    Read More

  • resources-investment-advisors

    4 Ways to Learn The Basics Of Investing

    February 24, 2022

    Do you feel overwhelmed when it comes to learning about investing? If

    Read More

See More Resources