Eugenia M. Simpson, CFA
Director - Wealth Management
Joined the Firm in 2002. Education: B.S. in Business Administration, MBA in Business Administration, University of Nebraska-Lincoln, 1980 and 1982, respectively. CFA Charterholder, 1984. General Securities Registered Representative of Ameritas Investment Corp., an Investment Advisor Representative of Summit Investment Advisors, member of the CFA Institute, and past director and past president of the CFA Society of Nebraska. Experience: Officer and Director of Research for Kirkpatrick Pettis; Chief Investment Officer, LongView Capital Management; Officer and Director of Research for Mutual of Omaha Fund Management Company; Portfolio Manager, Mutual of Omaha Fund Management Company; Various Positions, First Mid America.
Catherine A. Zehr
Manager Operations - Wealth Management
Joined the Firm in 2000. Education: B.S. in Education, University of Nebraska-Lincoln, 1988. General Securities Registered Representative of Ameritas Investment Corp. and an Investment Advisor Representative of Summit Investment Advisors. Experience: Sales Assistant, Smith Hayes Financial Services, 1998-2000.
Christa V. Ballenger
Senior Operations Specialist
Joined the Firm in 2003. Education: B.S. in Business Administration emphasis in Finance, University of Nebraska – Lincoln, 1999. She is a General Securities Registered Representative of Ameritas Investment Corp. and an Investment Advisor Representative of Summit Investment Advisors. Experience: Registered Sales Assistant, Smith Hayes Financial Services, 1999-2003.
Karen Lopour
Operations Representative - Wealth Management
Joined the Firm in 2008. Experience: Ameritas Investment Corporation, Records Specialist I, 2005-2008; Ameritas Life Insurance, Payroll Rep II, 2002-2005; Basso, McClure & Goeglein, LLP, Receptionist/Secretary, 2000-2002.
Sara Rood
Operations Representative - Wealth Management
Joined the Firm in 2008. Education: B.S. in Sports Administration with emphasis in Marketing, University of Nebraska-Kearney, 2005. Experience: Allstate Financial Services, New Accounts Specialist, 2006-2008.
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