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 Moines, Iowa before moving to Lincoln in 1995. Kerry is a registered representative and holds Series 6, 63 and 26 securities registrations with Ameritas Investment Company. Member FINRA/SIPC.
Mr. Anderson provides personalized strategies and guidance in the areas of retirement planning, wealth preservation, personal insurance, and risk management – with particular emphasis on assisting clients with the transition from an accumulation phase to an asset preservation and income distribution phase in retirement.
Throughout his career, Kerry has focused on building lifelong relationships with his clients. Kerry has always believed the best way to help people is by truly getting to know and understand each individual’s unique personal and financial priorities and goals.
Bonnie Anderson joined Anderson Wealth & Retirement in July 2022 after 31 years as a high school business & technology teacher. Bonnie attended Wayne State College where she earned her bachelor’s degree in Business Education, a Master’s degree in Business Curriculum & Instruction, and an English Language Learner's (ELL) endorsement.
As a business teacher Bonnie taught a wide variety of business courses but she was most passionate about teaching Accounting and Personal Finance. She looks forward to utilizing her business skills in her role as Client Relations / Marketing Coordinator.
In her spare time Bonnie enjoys spending time with her husband Kerry, walking, watching sports, attending live music events, and being with her grandchildren.
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 roles at the college, high school, and elementary school levels.
Lori fully understands the importance of client relationships and the value that comes with excellent customer service. She is always willing and eager to help with service-related questions and assist with various policy/account administration. Lori received her State of Nebraska insurance license in 2020.
Outside of work, Lori and her husband Scott enjoy cheering on their children in their activities, cheering on the Huskers and enjoying the lake life.