about ridgeline advisors

Building personal wealth and financial security doesn’t just happen. It requires a planned and methodical approach—one that is both clear in its objectives and flexible to account for changes in the marketplace or in your personal situation.

There are many paths toward financial security. Our job at Ridgeline Advisors is to help you rise above the incredible array of options to identify the best investment options and financial strategies that get you where you want to go—and to serve as your advocate and advisor all along the way.

At Ridgeline, we always have our eye on your horizon and on the path the leads you there. That’s the view you get when you partner with Ridgeline Advisors.

financial advisors and support team

Preston Englund

Preston Englund

Founder & Financial Advisor

 

(402) 461-4893

Preston is a native of Hastings and earned his Bachelor of Science Degree in Business Administration from Nebraska Wesleyan University. He began his financial planning career immediately after graduation from college in 2010 and co-founded Englund Lindsteadt Advisors in 2015. In 2023, the firm rebranded as Ridgeline Advisors. Preston and his wife Ashley currently have two children, Lucy and Rylee. Preston enjoys playing golf and spending time with Ashley, Lucy and Rylee.

Courtney Bumgardner

Courtney Bumgardner

Operations Assistant

 

(402) 461-4893

Courtney is a native of Trumbull, NE and earned a Bachelor of Science Degree in Family and Consumer Sciences from the University of Nebraska at Kearney. Prior to joining the firm Courtney worked in the banking industry for 18 years. Courtney and her husband Keith have three children, Christina, Josie and Trevor and 2 grandchildren. Courtney enjoys watching her daughter play softball at Hastings College and spending time with her children and grandchildren.

Stacy Kerr

Stacy Kerr

Operations Assistant

 

(402) 461-4893

Stacy is a native of Osmond, NE and earned a Bachelor of Science Degree in Elementary Education from the University of Nebraska-Lincoln. Prior to joining Ridgeline Advisors, Stacy was the Director of the Children’s Ark for 10 years and an elementary and preschool teacher for 14 years. Stacy and her husband, Neil, have three children, Sydney, Tyson, and Nathan.

Lane Bernstrauch

Lane Bernstrauch

Financial Advisor

 

(402) 461-4893

Lane is a native of South Sioux City, Nebraska and earned a Bachelor of Arts Degree in Business Administration and Human Resource Management from Hastings College. He has been with our firm since 2017 and is currently serving as a Financial Advisor. Lane is an outdoor enthusiast and enjoys spending time with his family.

Matt Johnson

Matt Johnson

Financial Advisor

 

(402) 461-4893

Matt is a native of Omaha, Nebraska, and brings 5 years of retail trading and financial service experience to the firm. Before his financial planning career Matt was a member of the U.S. Paralympic Volleyball Team where he earned a silver medal at the 07′ Pan-American Games in Brazil and was inducted into the Nebraska High School Hall of Fame for his athletic accomplishments while overcoming adversity. In his free time he enjoys golfing and spending time with family.

Alex Thayer

Alex Thayer

Financial Advisor

 

(402) 461-4893

Alex is a native of Superior, NE and earned his Bachelor of Arts Degree in Construction Management from Hastings College. Alex also played basketball and golf at Hastings College. Prior to joining Ridgeline Advisors, Alex worked as a Personal Banker at Five Points Bank of Hastings. Alex enjoys spending time on the golf course.

what makes us different

A Game Plan that Makes Sense

Our number one job is to understand every nuance of your situation. Only when we know where you are, and where you want to go, can we design a financial plan that guides you there. We’ll continually evaluate your progress to make sure your financial plan is on track towards your goals and we’ll update those plans as your life changes.

Plain Speaking

We don’t bury our advice in jargon. Saying what we mean in a meaningful way makes us work harder for you. After all, we can’t hide behind confusion when you have a clear understanding of what’s happening with your money. Our communications are transparent and as clear as we can possibly make them.

Straightforward Fees

Plain speaking should also apply to fees, because we think you should know what you’re paying your advisor and how those fees affect your investments. We’ll explain our fee structure clearly, so you have confidence that you’re receiving value from your advisor, and we won’t stop answering your questions until you are confident it makes sense.

Teamwork and Experience

“Convenience” isn’t a word that enters the financial planning dialogue often enough; but, it’s actually an important word. You see, financial planning isn’t isolated from the rest of your life, and we are skilled at working in tandem with your other advisors to provide comprehensive planning services. We’re on your team.

want to talk?

We provide customized programs designed to help our clients pursue their unique financial goals. It starts with sitting down to discuss your specific needs. Send us a message or give us a call to get started.

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