Kerry Anderson
Kerry Anderson is the owner of ANDERSON WEALTH AND RETIREMENT in Lincoln, Nebraska and has over 30 years of experience in the financial services and insurance industry. Kerry began his career with Mutual of Omaha in West Des Moines, Iowa before moving to Lincoln in 1995. Kerry is a registered representative and holds Series 6, 63 and 26 securities registrations with Ameritas Investment Company. Member FINRA/SIPC.
Mr. Anderson provides personalized strategies and guidance in the areas of retirement planning, wealth preservation, personal insurance, and risk management – with particular emphasis on assisting clients with the transition from an accumulation phase to an asset preservation and income distribution phase in retirement.
Throughout his career, Kerry has focused on building lifelong relationships with his clients and believes the best way to help people is by truly getting to know and understand each individual’s unique personal and financial priorities and goals.
Lori Jenkins
Lori Jenkins has worked in the financial services industry since 2017, and joined Anderson Wealth & Retirement in January 2020. She previously worked in the educational industry, serving in various departmental roles at the college, high school, and elementary school levels.
Lori fully understands the importance of client relationships and the value that comes with excellent customer service. She is always willing and eager to help with service-related questions and assist with various policy/account administration. Lori received her State of Nebraska insurance license in 2020.
Outside of work, Lori and her husband Scott enjoy cheering on their children in their activities, cheering on the Huskers and enjoying the lake life.
Bonnie Anderson
Bonnie Anderson joined Anderson Wealth & Retirement in July 2022 after 31 years as a high school business & technology teacher. Bonnie attended Wayne State College where she earned her bachelor’s degree in Business Education, a Master’s degree in Business Curriculum & Instruction, and an English Language Learner's (ELL) endorsement.
As a business teacher, Bonnie taught a wide variety of business courses but she was most passionate about teaching Accounting and Personal Finance. She enjoys utilizing the skills she once taught in the classroom in her role as Client Relations Coordinator at Anderson Wealth.
In her spare time Bonnie likes to spend time with her husband Kerry, walking, watching sports, attending live music events, and being with her grandchildren.
Robert Miller
Robert (Bob) Miller has over a decade of experience in the financial services industry including personal banking, business banking, credit, lending, and personal financial planning.
Bob has a passion to help others. He believes in building life-long relationships and is driven every day to help others succeed financially. Bob's philosophy is to build a strong financial plan from the ground up, establishing a foundation of risk management to help ensure the opportunity for a successful financial future.
Brandon Hrdy
Brandon Hrdy hails from South Omaha, which he fondly remembers as having a "small town atmosphere." Everybody knew everybody, and generation after generation would grow up in the South Omaha area.
Brandon's path to becoming a financial professional was not typical. He began his working career in the family business. He then became business partners with his father in 1995 and helped run the business until his father's retirement in 2010.
In 2013 Brandon began training to become a financial professional, and over the past 10 years has used the values he learned running his own business to become a professional who cares deeply about his clients.
In his spare time, Brandon enjoys nature photography and tackling home improvement projects. He is also an advanced scuba diver and looks forward to his annual scuba trip.