CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Director of Operations
• Director of Operations at Kelley Investment Advisory Services

Beth is the Director of Operations at Kelley Investment Advisory Services, where she handles a number operations and administration tasks. She enjoys all the new learning opportunities presented to her in her role at the firm and... Beth is the Director of Operations at Kelley Investment Advisory Services, where she handles a number operations and administration tasks. She enjoys all of the learning opportunities presented to her in her role at the firm and building relationships with clients. She is a natural problem solver and administrator and utilizes these skills every day. She has been in the financial services industry for more than 4 years. Most of Beth's time outside of the office is spent keeping up with her two young daughters and spending time with family and friends. She enjoys exploring Omaha and finding new restaurants and entertainment venues. Event planning and design are also passion s of hers.

Nick heads up plan design, consultation, sales and management and individual wealth management. He has over 30 years of experience in the financial services industry and brings that knowledge to Kelley Investment Advisory Services. Nick holds his FINRA Series 6, 22, 63, and 65 securities licenses and is an Accredited Investment Fiduciary® and Chartered Life Underwriter®. He is actively involved in the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals (SFSP), and the American Society of Pension Professionals and Actuaries (ASPPA). He is also a board member of the Pinnacle Bank Championship.