Building a Plan from Your Priorities

Growing up in Wayne, Nebraska, Eric learned the values of a strong Midwestern work ethic and a long term, conservative approach to money. After studying both finance and communications in his undergraduate studies, he realized the importance of financial literacy for folks working towards long-term goals. A passionate advocate of education, he obtained his MBA while working full-time and works hard to not only stay educated about important factors in financial planning, but to always be a better teacher and guide to his clients as they work towards attaining peace with their finances. Because of this, Eric has great respect for Dave Ramsey and his track record of helping folks get out of debt and create a better relationship with their giving, saving, and spending. He is a member of the SmartVestor Program and has taken and facilitated classes at Financial Peace University.

Eric is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, Series 66, Insurance, Annuity, Long Term Care, and Disability licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.

Life is not meant to be lived for money, but with it! Eric enjoys spending time with his family and friends, cheering on the Huskers, and appreciates the many delicious restaurants that Omaha has to offer. When he wants to take a break from numbers, he also enjoys experimenting in the kitchen and making the best sounds he can on his guitar.

**Raymond James is not affiliated with and does not endorse the opinions or services of the SmartVestor Program or Financial Peace.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Southwestern Investment Advisory Services, Inc. and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Southwestern Investment Advisory Services, Inc. does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Southwestern Investment Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Southwestern Investment Advisory Services, except in connection with providing your contact information to your advisor.

Ramsey Solution's relationship and agreement is between Southwestern Investment Advisory Services only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and Southwestern Investment Advisory Services.

As a Client Services Specialist, Kerra strives to provide the best customer service to every client so that they can feel welcomed. Kerra was born and raised in Omaha, Nebraska. She graduated from Bellevue University with her Bachelor’s in Criminal Justice.

Before joining the Raymond James team in 2017, she worked for a personal injury law firm as a Litigation Paralegal for over 6 years. When not working, Kerra is spending time with her friends, her two dogs and two cats, her husband Phil, and volunteers her time advocating and helping with local animal rescues.

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.