About Us
History
First National Wealth Advisors guides emerging affluent to affluent clients through complex financial situations and has more than $4 billion in assets under advisement. We are proud to be a part of First National Bank, the largest privately owned banking company in the United States. With locations in seven states and more than 6.6 million customers across the country, First National of Nebraska and its affiliates have $17 billion in managed assets and over 5,000 employee associates. For six generations, or more than 150 years, we've been proud to call the Midwest home and deliver the strong values and local decision-making you expect from our organization.
Community
First National Wealth Advisors is dedicated to the communities we serve. We understand that a community is only as strong as its people and are committed to maintaining that vitality. Each of our professionals is encouraged to take part in philanthropic activities and organizations throughout our community.
Leadership
- Clark Lauritzen, President, Wealth Management and Investment Services
- Jack Wolfe, Senior Managing Director, Wealth Management
- Kurt Spieler, Chief Investment Officer
- Steve Lindsay, Managing Director, Private Banking
- Mike Thesing, Managing Director, Private Client Services
- Jeffrey Kadavy, Managing Director, Fiduciary Services
- Dale Cloud, Managing Director, Colorado Market Manager
