Experience

During Kelley's professional career, she has witnessed four 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 35 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, Health and Long-Term Care and 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, Brett currently reside in Springfield, NE. In her spare time, she enjoys gardening and spending time with her family and friends.
 

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 worlds' 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 has adhered to these same convictions while working with his clients at Tatreau Financial Group, continuing his 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 Series 7 and 66 securities licenses as well as licenses for Life, Heath, Long-Term Care and Annuities. Mike is also a CERTIFIED FINANCIAL PLANNER.

Outside the office, Mike enjoys spending time with his wife Tiffany and beautiful daughter Shea. Mike coaches Shea's travel softball team, enjoys golfing when time allows and enjoys attending and watching different sporting events.

Sam focuses on comprehensive wealth planning and risk analysis while building personal relationships with his clients and their families. He comes to Tatreau Financial Group with 7 years of experience in Financial Services.

helping individuals plan for their future. As a CERTIFIED FINANCIAL PLANNER, he focuses on financial planning, investment management and risk analysis. Sam understands the risk and reward associated with investing in the markets and he carefully analyzes portfolios to provide analysis on how best to achieve a clients' investment objectives.

 Sam graduated from Nebraska Wesleyan in Lincoln. Sam is FINRA-Registered and holds Series 7 and 66 licenses as well as licenses for Life, Health and Annuities.

 In his spare time, Sam loves to play golf and is motivated by his family to be an integral part of our Omaha community.

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 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 is FINRA-Registered and holds Series 7 and 66 securities licenses.

 Her time outside the office is spent with her husband Justin. They enjoy being outdoors and spending time with family and friends.

Cathy is the newest member to our team. However, she brings 25 years of customer service experience and 10 years of insurance related knowledge. Cathy understands that every client and their needs are unique, which is why she strives to provide clients with innovative solutions to help clients understand the full capabilities that UBS and Tatreau Financial Group can provide. Cathy focuses on client requests, relationships and account administration. Cathy is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Cathy also assists in delivering customized service and solutions, always striving to exceed clients' expectations. Cathy has her Life, Health and Annuity licenses.

 She currently lives on an acreage outside of Glenwood, IA where she is a mom to 3 grown children and a grandma to 4 grandchildren. Cathy enjoys spending time outdoors on her acreage with her family and friends.