A Heart of Stewardship

“We help you shape your finances to reflect the meaningful impact you want to make in the world.”

For over a decade, our team has provided personalized guidance that starts with uncovering your deepest values and purpose. Together, we craft a plan to help you steward your wealth with clarity and intention. Throughout our relationship, we provide ongoing financial advice, rooted in faith, to bring clarity and confidence to your decisions. Beyond the financial, we cherish the opportunity to help you capture and share your unique story, fostering your legacy of wisdom and resources to bless future generations.

Leadership Team

Ronald Anderson Jr

Ronald W Anderson, Jr, CKA^®

Founder & President

Becky Wiegand

Becky L Wiegand

Financial Advisor & Chief Compliance Officer

Deb Galindo

Deb Galindo

Manager of Operations & Compliance

Financial Advisors

Brad Bryan

Brad Bryan

Financial Advisor

Josh Fisher

Josh Fisher, CKA^®, CRPC^®

Financial Advisor

Mike Hoefler

Mike Hoefler, MBA

Financial Advisor

Cutter Anderson

Cutter Anderson

Financial Advisor

Logan Schluckebier

Logan Schluckebier

Financial Advisor

Client Service Team

Ally Parker

Ally Parker

Administrative Assistant

April Eliker

April Eliker

Client Service Associate

Gina Sandoval

Gina Sandoval

Client Service Administrator

Max Donawa

Max Donawa

Client Service Associate

Amy Miletti

Amy Miletti

Client Service Administrator

Emie Coen

Emie Coen

Operations Associate

Silas Cool

Silas Cool

Support Associate

Find Your Local Office

Lincoln, NE

Lincoln, NE

7221 Plaza Court
Lincoln, NE 68516

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Coshocton, OH

Coshocton, OH

419 S Whitewoman Street
Coshocton, OH 43812

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Ready to get Started?
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Schedule a complimentary discovery meeting to learn more about Plan A Wealth and for us to learn about your needs and goals.

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