ENVISION WEALTH NETWORK HUB

Mark Scholz, Financial Advisor, Joined Ameritas Wealth Advisors in 2008 and continues in his father’s footsteps by providing the high level of service that clients have come to expect and making sure they’re well-positioned into the future. Mark has qualified for the Ameritas Leaders Conference and MDRT in each year since he began working in the industry and most recently qualified for Summit of Inner Circle, the highest level of achievement within the Ameritas organization. For more information regarding these awards, please go to: https://www.ameritas.com/investments/disclosures

A leader in both service and production for the organization, Mark has taken on the responsibility of growing the firm and fulfilling its mission. Mark and his wife Chelsey have two children, Carter and Lauren. Mark stays involved in the community by way of the Skutt Catholic Alumni Association, the St. Robers Bellarmine Parrish, and the Nebraska Humane Society. When he’s not working, Mark enjoys coaching youth sports, golfing, skiing, camping, and traveling with his family. 

Dan Scholz, Senior Financial Advisor, began his career with Ameritas Wealth Advisors in 1975 and still loves his job as much as when he started. During his time with the organization, he has earned several designations and has been awarded with prestigious honors such as the Lester A Rosen Award, Ameritas Hall of Fame Induction and Million Dollar Round Table (MDRT) qualification for 45 consecutive years. Dan is also active within the National Association of Insurance and Financial Advisors (NAIFA) organization, having served as past NAIFA president, NAIFA National PAC Board Member and NAIFA Nebraska President. For more information regarding these awards, please go to: https://www.ameritas.com/investments/disclosures

Dan and his wife, Mary Ellen, have 3 children, Paul, Mark & Kara, and seven grandchildren that keep them busy and having fun. Dan enjoys spending time with family, especially time spent golfing, boating, and skiing and Sunday dinners with all the grandkids.

Justin is from Norfolk, NE, where he attended Norfolk Catholic High School. He earned his bachelors from Creighton University

with dual majors in Finance and Management, as well as a law degree from the University of Nebraska. He has operated a

joint legal and financial practice for over ten years. Additionally, Justin has 12 years of service in the United States Army

and formerly served as a Captain in the Nebraska National Guard. He enjoys Creighton Bluejay Basketball, is an avid Dallas

Cowboys fan, and loves Nebraska Football. He loves traveling, golf league, and learning. Justin married his wife, Kylie in

November 2017 and the two welcomed their first child, Baylor in March 2020.

Justin focuses on estate and business planning to provide his clients with the attention to detail that their estate and business plans deserve. He works in conjunction with accountants, financial advisers, and attorneys to ensure his client’s plan is tailored to fit their unique needs. 

Preston has been in the insurance and financial services business since 1995.  Presently Preston is active in management with Ameritas as District General Agent and services his own clients as a Financial Advisor. Preston has received multiple company-specific awards for field leadership.  Preston is an active member of NAIFA where he has held various leadership positions throughout his career. 

Preston received his Bachelors of Arts in Business Administration and Economics from Hastings College.  He has also earned his LUTCF Designation and is a CFP Certificant.  Preston is an active member of Rejoice! Lutheran Church and is a volunteer Director and member of the 15th Club tournament ambassador program for the Pinnacle Bank Championship Korn Ferry Tour Event.  He is also a member of Oak Hills Country Club where he was a past board member and serves on the junior golf committee.  For many years he and his family have been volunteering their time catering to the needs of the Open Door Mission and Sienna Francis House during the holiday season and often enjoy introducing their friends to this experience.  Preston is also a TeamMates Mentor and is a member of the Omaha Public Schools TeamMates Board.

Preston has been married to his wife Kendra for 23 years; they have 2 children.  Jackson is a junior at Grand Canyon University and Elly is a freshman at Northwest Missouri State.  

Michael Booth has been advising select individuals, families and small businesses for over 20 years.  Michael and his team work closely with his clients to simplify and clarify their financial lives.  He is passionate about helping his clients regarding their protection planning, investments and retirement planning.  

Michael currently holds his Series 65, 63 and 7 and is a member of the Million Dollar Round Table (MDRT).  He holds Life Underwriter Training Council Fellow (LUTCF) and Financial Services Specialist (FSS) designations.  Prior to beginning his career in the financial services industry, Michael was a social worker and nursing home administrator.  He is a graduate of Creighton University in Omaha and acquired his Nursing Home Administrators certification from the University of Nebraska Omaha.  He has served on the boards of such organizations as NAIFA (National Association of Insurance and Financial Advisors) and the Alzheimer's Association.  He has been a vounteer with the Alzheimer's Assoociation, Relevant Church in Elkhorn and Release Ministries.

Michael and his wife, Susan, have three daughters.  He is a retired Major from the US Army Reserves and served on active duty in 2005 as the Medical Operations Officer for the 3rd Armored Cavalry Regiment in Iraq.  He now enjoys Husker football, Creighton basketball, golf and playing with his grandson.

For more information regarding these awards, please go to: https://www.ameritas.com/investments/disclosures

Justin Ellenbecker is a financial advisor in Lincoln, Nebraska. Justin was born and raised in South Dakota, but finished his High School in Las Vegas, Nevada. Justin has his Series 6,  Series 63, Series 65 and Series 7 licenses, qualifying him as both a securities agent and an investment advisor representative. In his free time, Justin enjoys spending time with his family, running, reading, playing board games and watching sports. Justin is married to his wife Danielle and they have 3 wonderful children.​

Tony’s passion is serving his clients.  His primary goal is to help individuals with their Retirement Plan and Financial Planning needs, which includes Estate Planning, Insurance Planning, Retirement Planning and Investment Planning.  He currently consults businesses and people on their finances and helps them prepare for their future goals and dreams. He takes a customized approach with all of his clients rather than using a cookie cutter approach to financial planning.  After preparing these plans he makes suggestions and helps his clients implement the plan by setting up a program suitable for them. Once their portfolios are in place he makes sure to review with them at least once a year to update and change to meet the clients needs.

Nate has worked in the financial services industry for 12+ years in various capacities.  He has been recognized as a multi-year MDRT qualifier and an Ameritas Leaders conference qualifier.  He maintains his LIfe/Health license along with his Series 7, 6, 65 and 63. 

Nate and his wife Kelsey reside in Waverly, NE with their three children Alaina, Cru and Carter.  Outside of work, Nate and his family enjoy being active outdoors, golfing and spending time at their family's lake cabin.  

Tyler is a CERTIFIED FINANCIAL PLANNER™ Practitioner working out of the CFS main office in Lincoln. He is a lifelong Nebraskan and has lived in Lincoln since attending UNL. Following a 20-year career in information technology, Tyler joined the financial services industry in 2007 because he wanted to use his numeric and problem-solving skills to help people more directly.  

Tyler built a specialty in Sustainable, Responsible and Impact (SRI) investing upon entering the industry and continues to enhance this offering.  Originally, SRI investments avoided industries or companies with which an investor disagreed based on values, whether those were environmental, social, or faith-based concerns.  Today, SRI seeks to decrease the overall risk of investing by limiting exposure to entities that may suffer reputation and/or financial harm because of their business practices, while directing assets to investment options with positive impacts.

In addition to the CFP® certification and his securities registrations and insurances licenses, he earned his Chartered Advisor in Philanthropy (CAP®) designation to help clients effectively direct their charitable contributions, and his Chartered Financial Consultant (ChFC®) designation which covers planning needs beyond the CFP®. 

Tyler and his wife Denise have two grown children and six grandchildren. Both stay active with regional issues surrounding economic development, social justice, and financial and environmental sustainability.  They enjoy travel, culinary experiences, and spending time with their family. 

Thaddeus has roots in farming and ranching in South Dakota and Colorado. He has chosen Nebraska as the best place to raise his children. He earned his certificate in Network Engineering Technology from Lincoln School of Commerce, associates in Business Administration from Southeast Community College and his bachelors from The University of Nebraska - Lincoln with dual majors in Business Administration and Marketing. 

He joined Ameritas after spending a decade launching and managing his own businesses. He enjoys using his entrepreneurial experience to help other business owners navigate their personal and business finances. He is passionate about financial education, and believes that the better educated we are the better decisions we will make.  

He is the proud father of two children. In his free time, Thaddeus is involved in activities with his children, his church, scouting, and various other community organizations.

Darcy is an independent Financial Advisor with extensive experience in the customized development of strategic family financial plans and investment management. She is proficient in estate planning, business succession planning/integration, retirement planning and tax strategies.

The primary focus of Darcy’s practice is to service the Family and their businesses by helping them have the tools to create and integrate their entities into a full financial plan for their family’s future.  Through Darcy’s leadership our firm has created a unique process which drives the clients to a customized and defined destination. Darcy has a Bachelor of Arts in Organization communication from the University of Nebraska at Kearney and an Associate of Arts in Legal Assisting from Mid-Plains Community College

Darcy and her husband have three beautiful daughters, son-in-laws, 5 wonderful grandchildren, 7 grand dogs, 8 grand horses, and one old cat named Teddy.

Darcy currently holds the following licenses:

• FINRA Series 7 – General Securities Registered Representative
• FINRA Series 24 – General Securities Supervisory Principal
• FINRA Series 63 – Uniform Securities Agent State Law Exam
• FINRA Series 66 – Uniform Investment Advisor Law Exam
• Life/Health/Variable Annuity Insurance Agent – multiple states

Ken is life-long Nebraska resident and a graduate of the University of Nebraska Lincoln. With his wife Michelle, they have experienced the joy of raising 3 beautiful children and they are approaching the empty nest with only a High School Senior left to take flight.   Like many Nebraskans, Ken has developed a discipline for hard work, conservative values and attention to detail. Beginning in 1992, Ken started his financial services career with a local bank and quickly moved into a trust department with an emphasis in investment management, employee benefit administration and client education.  

Ken has received the designation of Investment Advisor Representative and is registered with FINRA completing the series 7, 63 and 65 licenses. He also holds the professional designation of Certified Financial Educator (CFE). Ken is an independent insurance agent registered with the State of Nebraska Department of Insurance holding his life and health insurance licenses. He also serves as an adjunct instructor for the University of Nebraska Lincoln, College of Business – Finance Department teaching Personal Finance and Retirement Planning courses. He is very passionate about education and giving back through volunteerism. Ken values the art of listening to gain understanding. His focus is on serving clients where they are at in their financial journey with unbiased strategies tailored to meet their unique needs with solid financial fundamentals.

Peggy is from the Hastings area.  She grew up on a farm outside of Juniata, NE, with 5 brothers and 1 sister.  Peggy moved to Lincoln, in 2003, to start in the financial services industry.  

Peggy attended University of NE, in Kearney, studying business, and is an avid reader and Husker fan.  

Peggy feels service is a game changer in this business and hopes to offer the best service she can, to her clients.  

Peggy is married to Joel and between them, they have 2 daughters, 1 son, and 5 grandchildren. 

Corey Poulosky has served as a financial professional with over 25 years of experience helping individuals, families, and small businesses create, protect, and manage wealth.  Since 2004, his focus has been directed towards the organizational growth and development of the firm.  Corey serves an invaluable role leading the organization by maintaining relationships with industry partners, overseeing the development of best practices, and commitment to doing things right within the highly regulated financial services industry.  In 2010, Corey assumed the leadership mantle of the Ameritas Financial Center (AFC) and with his team has grown it to be a perennial top firm with Ameritas.  In 2019, Corey purchased and merged AFC with another highly successful firm, Central Financial Services.  Together, the merged firm is represented by over 100 financial professionals, serving clients from coast to coast across the US.  Corey has been recognized in the industry for his management and leadership skills.  He served on the Ameritas Life Insurance Company’s Field Advisory Council and was the Chair in 2015.  

Outside of his career, Corey loves his family, the Huskers, and the beach! Corey lives in Lincoln, NE with his wife, Annette, his two boys Connor and Carson, and their golden retriever Bentley. His boys are pretty active, so he has gotten into running to keep up with them.  He has run the Lincoln half marathon a few times, as well as Market 2 Market Relay race.  He has been a Husker fan as long he could breathe, so he attends many Husker athletic events. (Go Big Red!)  Hands down, his favorite little corner of the world is Maho Bay on St John, USVI. Not a prettier, more relaxing place will you find.

Since 1985, Joyce Sherwood has dedicated herself to helping people reduce their financial risks and reach their financial goals, so they can ultimately live the lifestyles they desire. Joyce is a Life Underwriters Training Council Fellow (LUTCF) and a 33-year member of the National Association of Insurance And Financial Advisors (NAIFA). Joyce represented Principal Financial Group for 24 years before making a recent career move, joining the team of professionals at Central Financial Services.

Joyce is active in her church. She also enjoys being a mentor in Tom Osborne's TeamMates mentoring program. Joyce is an animal advocate and supports organizations like Nebraska Humane Society and Cause for Paws. Theo, her German Shepherd, shares his home with her in Lincoln, Nebraska.

Joyce offers products and services using the following business names: Central Financial Services (CFS) - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments. AIC is not affiliated with CFS.

Darryl offers products and services using the following business names: Central Financial Services (CFS) - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments. AIC is not affiliated with CFS.

Robert spent 24 years in education as both a teacher and a administrator. Since 2003, I have engaged in a different type of education-helping people secure their lives, property and financial futures. Using my background in education and small business experience, I continue to help people in a different venue. 

With licenses for life and health insurance, and Series 7 securities license, I can help with  a small term policy to a financial strategy. My educational background provides me with the ability to explain complicated concepts in a way that almost everyone can understand. At Central Financial Services, we don’t just sell products. Our goal is to help provide our clients with the most suitable finanical strategies possible. We try to always do the right thing. 

Dave has been in the financial services industry for nearly 35 years. Dave holds insurance licenses in four states, assisting his clients with their needs fo life, medical, disability and long term care insurance, and annuities. He is a Life Underwriters Training Council Fellow (LUTCF), a Certified Financial Educator (CFE), a 34-year member of the National Association of Insurance and Financial Advisors (NAIFA), and is currently the Director of Information Resources and Education for Central Financial Services. In addition, Dave is the co-founder, Executive Vice President, and Instructor for The Essential Step, a private school dedicated to teaching industry pre-licensing and continuing education courses. Dave has been involved in financial services education for over 22 years.

Ken entered the financial services industry in 1971 and was a vice-president in a variety of capacities in home office positions for 25 years. He taught Introduction to Financial Planning at Southeast Community College (1987-1989).  Ken was an instructor for a University of Nebraska Business Seminars class – Personal Financial Planning (2004-2016).   He was a Board Member/ Officer/President of the Lincoln Estate Planning Council and Past President of the Lincoln CLU/ChFC Chapter.

Levi has worked in the financial industries for 4+ years, specializing in the senior market during this time. He is certified with multiple Medicare and health companies, as well as holding a life and annuity license. 

Levi currently lives in Louisville, NE where on his free time he volunteers at the public Highschool in town. He also enjoys fishing and golfing outside of working."