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About

Travis Sholin 2

402-392-1212
402-392-1490
nancy@keystonefinancial.us

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

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Nancy Laug-Sholin, CLU, CHFC

nancy@keystonefinancial.us

Nancy Laug-Sholin is a Financial Advisor and the Owner of Keystone Financial Services in Omaha, Nebraska. Nancy graduated from Doane College in 1977 where she received a Bachelor’s degree in Education with a minor in Accounting. She received her Master’s in Education from the University of Nebraska in 1983. She taught second grade for 7 years whilst beginning some financial planning part-time in 1984. Nancy changed careers in 1985 to help individuals and businesses achieve their goals. Nancy’s degrees from American College are: CLU (Certified Underwriter) and ChFC (Chartered Financial Consultant). In 1985 she was the first woman in almost 100 years of business to receive Rookie of the Year with Central Life. Dozens of awards later, she’s now been in the business for over 35 years.

Nancy is an Investment Advisor Representative with her Series 7 registration, Series 66 registration, and Insurance licenses.

Nancy takes pleasure in having an eclectic group of clients. Nancy specializes in wealth management for business owners, retirees and individuals along with helping establish long-term goals and estate planning.

Nancy is proud to be a Business Ethics Alliance Trustee.

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Nancy Bertacini, LUTCF IAR

nancyb@keystonefinancial.us

Nancy Wheeler-Bertacini is a Financial Advisor at Keystone Financial Services. Nancy has over 30 years of experience in the industry. She is a graduate of Iowa State University and has pursued graduate studies at the University of Nebraska Omaha. She is licensed to sell stocks, bonds, mutual funds, and variable annuities. Nancy is a member of the American Association of University Women and is a Life Loyal member of Delta Delta Delta.

As an investment professional, Nancy enjoys working with clients to inform them how to utilize their assets, make investment choices, and develop financial strategies to help pursue their financial goals. Believing that the best way to do business is with integrity and loyalty. Nancy also seeks to develop trusting relationships with clients, their families, and friends.

Nancy has been married to her husband, Al, for 35 years. They are entertained by their children, grandchildren, large extended family, traveling, reading, and playing tennis.

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Justin Sholin, CFP®

justin@keystonefinancial.us

Justin Sholin has been a Financial Advisor and Investment Analyst at Keystone Financial since 2010. Justin graduated from the University of Nebraska Lincoln where he received a bachelor’s degree in Business Finance. Justin is a Certified Financial Planner (CFP®) with his Series 7 registration, Series 66 registration, and his Life Insurance License.

Justin specializes in analyzing and selecting the investments for the firm utilizing extensive research backed by our companies. Justin works with existing clients, young professionals, retirees, and retirement plans.

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Travis Sholin, PhD, CFP®

travis@keystonefinancial.us

Travis Sholin is a Financial Advisor at Keystone Financial. Travis received his Ph.D. from Kansas State University, MBA from Creighton University, and bachelor's degree in Finance from the University of Colorado at Colorado Springs. Travis is a Certified Financial Planner (CFP®) and holds his Series 7 and Series 66 licenses. He is also a licensed life insurance representative.

Travis meets with all ages of clients and assists them with retirement and life planning. He specializes in assisting high-net-worth clientele across the United States. He takes pride in giving people confidence while focusing on estate planning and sustaining intergenerational wealth. Financial therapy is also a part of his practice.

Travis is involved in the Omaha Business Ethics Alliance, focusing on educating the community on ethics and ethical principles. He is a Rotarian, inspired by non-profit work worldwide. He is an advisor to the Healing Kadi Foundation in South Sudan, has spent three months in Uganda volunteering, and plans to continue his work in Africa throughout his lifetime. He enjoys spending time with his wife and two children, traveling, speaking, and educating all those he can with financial literacy.

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Blake Peterson, Financial Advisor

blake@keystonefinancial.us

  Blake joined our team in 2018 after moving to Omaha from Denver, Colorado with his wife and two dogs. Blake had spent time previously studying at The University of Colorado at Colorado Springs as well as working as a Health, Safety, and Environmental Specialist with Nabors Drilling Technologies. 

  He currently sits on the board for Keep Nebraska Beautiful and the Administrative Board of Appeals for the city of Omaha. He actively participates with local non-profits such as the Business Ethics Alliance, New Leaders Council as well as a member of the Omaha Neighborhood Grant Program committee with the Omaha Community Foundation. 

  When assisting clients with reaching their financial objectives, Blake prefers to use a holistic approach to understand the entirety of their situation and goals. Whether he is working with an individual client or a member of a work place retirement program, he believes that everyone deserves the same attention and proper treatment regarding their financial situation and his services. 

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Hope Dogbevia, MBA

(402) 392-1212
hope@keystonefinancial.us

Hope has over ten years of accounting experience working with small businesses, startup companies, and individuals/families. He is skilled in small business accounting, payroll, valuation, and budgeting. He is focused on helping clients achieve financial freedom and is passionate about helping small businesses and entrepreneurs with their bookkeeping needs. 

He received his MBA with a concentration in finance from Creighton University and his bachelor's degree in professional accounting and agribusiness management from Hastings College. 

In his free time, Hope likes to spend time with his wife and two children. He is active in his community by serving as a member of the advisory board of Jubilee Church, Omaha, and a member of the board of ‘HIS HANDS on EARTH', a non-profit organization focused on helping kids meet their education goals.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Phone: 402-392-1212
Fax: 402-392-1490
Toll Free:

Email: nancy@keystonefinancial.us

9802 Nicholas st Suite 315, Omaha, NE 68114

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Keystone Financial Services, a Registered Investment Advisor. Private Client Services and Keystone Financial Services are unaffiliated entities.

Our Advisors are Securities Registered in the follow states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

Our Advisors offer advisory products and services in the following states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

 

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