Managing Director–Wealth Management
During Kelley's professional career, she has witnessed three particularly difficult market periods during which clients’ emotions took center stage in their decision-making: The high-flying market of the late nineties, in which clients became over aggressive and abandoned a disciplined strategy, the dramatic market drop between 2000-2002 caused by the aftermath of 9/11 and the bursting of the tech bubble, in which clients' confidence was shaken; and the global financial crisis of 2008-2009. As an advisor, Kelley recognizes it is the difficult times when she really earns her clients' respect. Her approach is balanced, her demeanor is calm and analytical and she believes firmly in the importance of knowing her investors as people and understanding their goals.
With Kelley's clients, she emphasizes asset allocation and total portfolio management. Kelley assesses strategies to help bridge the gap between where they are now and where they want to be. This practice takes time, patience and great attention to detail. Over the last 31 years, Kelley has successfully helped her clients build, maintain and transition their wealth.
Currently Kelley is FINRA-registered and holds Series 7, 63 and 65 securities licenses as well as licenses for life and variable annuities. Kelley attended Bellevue University and has taken extensive courses on Estate Planning through Babson College, a private business school in Wellesley, MA. Kelley and her husband live in Springfield, NE., with their two children.
Mike has always believed that at the end of the day, what really matters is the character of a firm and it's people. Throughout Mike's career as a lender for one of the world's largest banks and his successful career as a Finance and Accounting Recruiter for a major Omaha recruiting firm working with Fortune 500 Companies, Mike has held tight to his deeply held values.
Mike will bring those convictions to Tatreau Financial Group as we continue our mission of bringing caring, long-term financial guidance, through a truly client-focused advisory relationship.
Mike graduated from Wayne State College with a Bachelor's Degree in Business. Mike is FINRA-registered and holds a Series 7 and 63 Securities Licenses as well as licenses for life, health, Long-term care and variable annuities. Mike is also a CERTIFIED FINANCIAL PLANNER. Mike currently resides in Omaha with his beautiful daughter, Shea.
Senior Client Associate
Kathy began her Securities career in 1991 as the Supervisor for the Options Trading Desk. Kathy has been with Tatreau Financial Group for over 20 years providing our clients with exceptional service. As our Operations Manager, Kathy understands every client is unique; that's the art of the business. It's not good business to make clients wait for answers about their money. That's why Kathy strives to provide innovative solutions to help clients understand the full capabilities of UBS and Tatreau Financial Group and respond to client's concerns within 24 hours of a call. This process, which Kathy has perfected over the last 20 years, has produced high-quality collaborative work that increases the comfort level of our clients and our team.
Kathy is FINRA-Registered and holds a Series 7 and 63 licenses as well as Health and Life Insurance. Kathy and her husband Ken live in Papillion, NE.
Jessica began her career in banking, allowing her to have a broad understanding of banking products and services as well as the importance of outstanding customer service. Jessica is FINRA-Registered and holds a Series 7 Securities license. She has extensive understanding of both the intellectual and technological capabilities offered through UBS. Jessica understands that in today's times, clients desperately need understanding, empathy and care, reinforced by a deep commitment to bring insightful content to our clients to help them understand and achieve their life and financial goals. Jessica and her husband Justin reside in Omaha, NE.