William W. Lester, CFA
Chairman of the Board
Joined the Firm in 1983. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1980. CFA Charterholder, 1983. Investment Advisor Representative of Ameritas Investment Partners, member of the CFA Institute, past Director and past President of the CFA Society of Nebraska. Experience: First Mid American, Research Analyst, 1980-1983.
James Mikus, CFA
President & CEO
Joined the Firm in 1986. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1985. CFA Charterholder, 1990. Member of the CFA Institute and past President of the CFA Society of Nebraska.
Gerald Q. Herbert, CPA
Chief Financial Officer
Joined the Firm in 2005. Education: B.S. in Business Administration,
Xavier University, 1989; Certified Public Accountant, 1992, licensed by
Ohio Board of Accountancy. Experience: Controller, General Factory
Supplies Co., 1996-2005; Controller, Bob Sumerel Tire Co., 1996; Tax
and Audit Supervisor, Mountjoy & Bressler, 1989-1995.
Thomas G. Knipper, CPA
Chief Compliance Officer
the Firm in 1998. Education: B.S. in Business Administration summa cum
laude, The University of Dayton, 1979; Certified Public Accountant,
1981; licensed by Ohio Board of Accountancy. Experience: Union Central
Life Insurance Company, Assistant Controller, 1995-1998; Gateway
Investment Advisers & The Gateway Trust, Chief Accounting Officer,
1993-1995; Deloitte & Touche, Senior Audit Manager, 1978-1992.
Babu V. Sonti
Chief Technology Officer
the Firm in 1998. Education: Ph.D. in Mathematics, The Ohio State
University, 1987; M.A. in Mathematics with concentration in Graph
Theory and Combinatorics, University of Maine, 1982. Experience: Union
Central Life Insurance Company, 1988-1998; College of Wooster, Assistant Professor of
Diane M. Busch
Senior Marketing Communications Specialist
the Firm in 2006. Education: Bachelor of Business Administration in
Marketing, University of Cincinnati. Experience: New Creative Enterprises, Marketing Communications Manager,
1999-2006; Trust Company of the West (TCW), Marketing Communications Publisher, 1997-1999; Westmark
Realty Advisors, Marketing Production Manager 1994-1997.
Aaron L. Hall
Programmer / IT Business Analyst
Joined the Firm in 2012. Education: Bachelor of Science in Management Information Systems, Bellevue University; MCP (Microsoft Certified Professional) certification (2001). Experience: Securities America, Developer/Analyst, 2007-2012; Data Management Products, Software Engineer, 2000-2007, Omaha Rapid Response Disaster Relief, National Director 2005-2012.
Tony L. Durante
Joined the Firm in 2000. Education: Attended University of Cincinnati,
1991. Experience: Union Central Life Insurance Company, IS Service
Center Specialist 1997-2000; IS Service Center Technician 1993-1997;
Life Support Operator 1990-1993.