ROYAL WEALTH PARTNERS - Key Persons
Alyssa joined our team in August and helps our advisor team with providing world-class concierge service for our clients. Alyssa has an impressive background in the field, coming with many years of elite wealth management experience. She holds FINRA Series 7, 63, and 66 registrations giving her expertise in the investment sector of comprehensive planning.
Job Titles:
- Client Service Specialist
Aylin joined Royal Wealth Partners this month as our Client Service Specialist. She comes to us as a UNO graduate with a background in real estate finance. Aylin will be helping our team with client communications, scheduling, and office operations.
Job Titles:
- Chief Financial Officer
- Nebraska 's Managing Partner
Cari has dedicated over 30 years of her career to Northwestern Mutual. She serves as the tactical interface with Northwestern Mutual - Nebraska's Managing Partner on all decisions made within the network while overseeing the entire infrastructure for the state of Nebraska including multiple business lines including Risk, IPS, and SEBS.
Cole Fossenbarger comes to Royal Wealth Partners from small town Johnson, NE. He graduated from University of Nebraska Lincoln in May of 2023 with a major in finance. He joined our team during his last semester of college as an intern and went full time in May, assisting with the operations and retirement planning analysis preparation and review for our clients. Cole is State of Nebraska Life, Health, and Annuities Licensed.
Job Titles:
- Director of New Business and Communications
Jacob Wentz joined Royal Wealth Partners in December 2020. He brings client-facing experience, financial knowledge, and industry experience to the team as Jacob was an independent representative, himself, from 2018 - 2020. Jacob's expertise lies in client relations and marketing. His competence with client communications makes him an asset to the Royal Wealth Partners team. Jacob is currently life & health insurance licensed in the state of Nebraska and is dedicated to further educational opportunities to further add value to the team.
Job Titles:
- Associate Financial Representative
Justin joined Northwestern Mutual in May of 2018 as a marketing intern and has since accepted a position as an Associate Financial Representative. Since joining the team he helps improve marketing strategies, adapt new channels of communication, and prepare each client's financial presentations. Justin is currently licensed in the state of Nebraska for life & health insurance.
Scott Royal is the Founder & CEO of Royal Wealth Partners.
Taylor joined Northwestern Mutual after working at Deloitte in their International Tax group. He is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) charterholder who has a dynamic education and experience in financial matters working with corporate clients, partnerships, and individuals. Taylor brings a high level of professionalism and financial insight to his clients.