Pauline Quinn, MSAPM
Partner, Financial Advisor
Risk looks and feels different to every person, and no client portfolio is the same. Pauline listens closely and helps to discern your risk tolerance. She guides financial choices around what’s most important to you. Her special skill is tactical investing around a core strategy – at times leveraging individual equities to enhance your returns. Whether you are a woman investor, a retiree, or an individual just getting started, Pauline can help you plan a portfolio unique to you.
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
– Maya Angelou
Michael Morey
Partner, Financial Advisor
Mike is gifted at building financial road maps with clients. His planning approach is interactive, laying out all information and walking through it step by step to give you confidence. Regular reviews and updates help you see where your plan is showing results, how to adjust for life events, and whether you’re on target or need to alter the strategy. Mike also teaches financial and retirement planning courses for Nebraska state, county and school employees. Small Business Owners, Corporate Executives, Families and Individuals all look to Mike’s strategies for growing income without spending down principal.
“A race horse that runs a mile a few seconds faster is worth twice as much. That little extra proves to be the greatest value.”
– John D. Hess
Katie Bruno, CFP®, CDFA®, MIMFA
Partner, Financial Advisor
Katie understands that there is no one investment or standard financial plan for every client. She takes the time to discover every person’s unique situation, and offers education around customized investment strategies that make the most sense. Her hope is to make every client feel comfortable with a big-picture understanding of their financial goals as she helps chart their path to a well planned life. She believes in utilizing a team approach with the Morey & Quinn Wealth Partners to enhance every client’s experience.
“Keep your eyes on the stars and your feet on the ground.”
– Theodore Roosevelt
Elizabeth Balkovec
Client Service Manager
As our Client Service Manager, Liz Balkovec is the primary point of contact for clients and plays a key role in managing the day-to-day operations of our office. Her focus on organization, efficiency, and client care helps create a smooth and welcoming experience for everyone we serve.
Liz has several years of experience in medical recruiting and the service industry, where she has developed a strong foundation in communication and relationship management. Her attention to detail and commitment to excellence make her a valuable and trusted resource for our clients and an invaluable part of our team.
Liz is an Omaha native who enjoys golf, trivia, travel, summers at the lake, and spending time with her dog, Lola.