Our History
Years of experience have prepared us to guide you through your life transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Infinite Resources
Want to learn more about retirement, social security, or estate strategies?
Kerry Anderson
Owner
Kerry Anderson is the owner of ANDERSON WEALTH AND RETIREMENT GROUP 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...
Bonnie Anderson
Client Relations Coordinator
531-254-5459
bonnie@andersonwealthgroup.com
Lori Jenkins
Director of Operations
531-254-5459
Lori Jenkins joined Anderson Wealth & Retirement Group in January 2020 and brings over five years of experience in the financial services industry. Lori previously worked in the educational industry, serving in various departmental...
Our goals are your goals
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.