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Our Team

At Plan A we believe our clients deserve a financial team that will lead with faith and guide with knowledge, compassion and service. Your interests drive our processes. When you work with Plan A Wealth Management, you will begin to see your finances in a new light. You will gain a team of people committed to serving you throughout the course of your life.

Our strategy:

  • 360-degree Financial Picture — Through one-on-one conversations, questionnaires, and an analysis of your financial statements, we develop a clear picture of your specific needs.
  • Plan for the Present and the Future — We design a financial plan that takes into account the full range of needs you have now, and those needs you may have in the future.
  • Personalized Service — We put tailor-made products and service in place to help you accomplish your financial goals. 
  • Faithful Commitment — We regularly review your strategy and consult with you to make appropriate adjustments to ensure your plan stays on track.

Ronald W Anderson, Jr

Founder & President

For more than 25 years Ron has been helping a select group of individuals and families from across the country in all areas of their financial affairs. Growing up on a farm in eastern Nebraska taught him the value of hard work and the...

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Michael A Krause

Vice President

Michael joined Plan A after serving for most of his career in the non-profit sector. His education and work experience allow him to engage people on both an intellectual level and a heart level. Michael enjoys the opportunity to help...

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Becky L Wiegand

Chief Compliance Officer

Becky grew up on a farm/ranch in the Nebraska Panhandle. She earned bachelor degrees in finance and psychology at the University of Nebraska-Lincoln. After joining Ron’s business as an intern in 2007, she has now been with the...

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McKenzie Clough

Registered Associate / Client Service Specialist

Much of McKenzie’s career has been in financial services, with a long stint in real estate and marketing. She is a perfectionist by nature, which makes her great at getting things done. She is likely the first person you will see...

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