Investment Centre Teams
"Serve First, Last and Always" -- that's been our philosophy and driving force for more than 60 years. We always strive to do what's right for our clients each and every day.
Local Team
Sean Marcelino
Financial Planner
Sean Marcelino
Financial Planner
Primary area of expertise: creating employer-sponsored retirement plans and working one-on-one with business owners.
Working directly with clients to develop cohesive strategies.
More than 24 years experience.
Received a bachelor’s in business administration from the University of Nebraska-Lincoln.
Debbie Frecks
Planner Assistant
Debbie Frecks
Planner Assistant
Responsibilities include new-business submissions, customer service for investment accounts, and life insurance and administrative support.