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Our Team

Client Centered

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

Prior to serving as Plan A's Chief Compliance Officer, Becky grew up in the Nebraska Panhandle and attended the University of Nebraska - Lincoln, earning degrees in accounting and psychology. Since joining Plan A in 2007

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April Eliker

Receptionist

Originally from a small town near the Kansas border, April has lived in Lincoln since 2008. In addition her her son, Grayson, she is also 'mom' to a Cocker Spaniel named Mario. April and Grayson enjoy going to Disney World, fishing,...
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Brad Bryan

Financial Advisor & Marketing Manager

Brad joins Plan A Wealth Management after founding City Impact, a non-profit focusing on empowering under-resourced communities, with his wife, Carma. Brad served City Impact for a total of 23 years in the roles of Executive Director...

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Christian Classen

Client Services Associate & Support Advisor

Christian is a born and raised Lincoln, Nebraska native, living in Lincoln his entire life with his parents and brother. He is very excited to be adding to his family as he is recently engaged to his fiancée, Corinne. Christian...

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Dan Zach

Business Development Manager

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Joe Fowler

Registered Assistant

After a half-dozen years in student loan operations, Joe found financial planning as a career that allows him to help people maximize the utility of their hard-earned dollars.Joe and his wife, Jennie have been married for five years...

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Jonathan McAlister, CFP®

Support Advisor

Jonathan joins Plan A Wealth Management as a transplant from the Knoxville, Tennessee area. Originally from Dallas/Fort Worth Metroplex, he graduated from Liberty University in 2020 with a Bachelor's degree in Project Management. Prior...

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Kaile Judge

Intern

Kaile joins Plan A as our first intern, serving remotely from Lynchburg, Virginia. She was born and raised in Roanoke Virignia, and is currently attending Liberty University. She is a senior studying financial planning while also...
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Michael Magnuson

Financial Advisor

Michael grew up on a small farm in west central Minnesota. At the age of 16, he moved to Omaha to finish high school and attended UNO, where he graduated with a bachelor of science in business administration with an emphasis in...
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Mike Hoefler

Financial Advisor & Operations Manager

Prior to joining Plan A Wealth, Mike worked in the banking industry for 24 years. That experience helped prepare him to serve clients' financial needs. He enjoys helping clients integrate their faith and values into the advice he...

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