Team
Step by Step Planners have a MISSION of guiding people along their financial journey. We have learned that it is only by doing things step by step that you pursue your goals. We believe that the absolute best way to do that is through Financial Planning.
The best time to start planning for your financial future is now. We are confident that successful planning is not based only on the destination but on the entire journey.
It is our mission to be able to guide you on that journey.
Phyllis Webb, CFP®, CRPS®, ChFC®, RICP®
LPL Financial Advisor
phyllis@stepbystepplanners.com
II knew early on that I wanted to work in a profession where I would never have to deliver bad news to someone if there was nothing I could do to help them. I believe everyone is entitled to good financial advice, regardless of their financ
Rebekah Petersen
LPL Financial Advisor
rebekah@stepbystepplanners.com
I first joined Waddell & Reed in 2008 and began working with Phyllis in 2009. I am a graduate of Crown College in Minnesota and hold a B.A. I am an active volunteer with several local non-profits and enjoy helping others in any way I...
Troy Van Dyke
LPL Financial Advisor
Originally from Columbus, I've worked in the financial services industry ever since coming to Lincoln to attend college at the University of Nebraska. I began working as a Financial Advisor with Waddell & Reed in 2013 and was blessed to bec
Derik Reikofski
LPL Financial Advisor
After eight years of working as an X-Ray tech, I decided it was time to make a change in the way I helped people. This led me to begin my career as a Financial Advisor with Waddell & Reed in late 2015. And in early 2017 I transitioned...
Haley Deremer, ABFP®
LPL Financial Advisor
Lynn Friesen
LPL Financial Advisor
Lynn joins our team as an advisor with 7 years of experience as a Waddell & Reed Advisor. Lynn previously worked as a Wellness Coordinator for Kawasaki Motors and B&R Stores. Lynn and his wife Jennifer are long-time Lincoln...
Rose Dillow
Operations Coordinator
I worked in accounting for many years, but in 2014 I found myself looking for a new adventure. While talking to Phyllis about my financial position she offered me a better understanding of the financial world as her Operations...
Tammy Wheat
Client Relations Coordinator
I have joined the team with 4 years of Administrative Assistance experience. With my previous experience of a head cook for an LPS high school and an in home daycare for 20 years, I am very adept...