Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, social security, or estate strategies? 

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Kerry Anderson

Owner

402-560-4353

kanderson@aicinvest.com

Kerry Anderson is the owner of ANDERSON WEALTH AND RETIREMENT GROUP in Lincoln, Nebraska and has over 28 years of experience in the financial services and insurance industry. Kerry began his career with Mutual of Omaha in West Des...

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Lori Jenkins

Executive Assistant

402-265-5753

402-265-5754

lori.jenkins@aicinvest.com

Lori Jenkins joined Anderson Wealth & Retirement Group in January 2020 and brings over two years of experience in the financial services industry. Lori previously worked in the educational industry, serving in various departmental...

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Our goals are your goals

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.

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Where do you want your financial roadmap to take 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.

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