Pauline Quinn, MSAPM
Registered Principal, RJFS
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 magic 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
John V. Morey
Registered Principal, RJFS
Investment Management Consultant
John is astute at helping clients’ understand their financial landscape across a lifetime. John's experience in wealth planning has helped a broad spectrum of clients, ranging in age from the early 20's to a few who have celebrated their 100th birthdays. He knows the ins and outs of 401(k)s and other retirement plans, and helps clients manage their investment assets with personalized strategies for all life stages and circumstances.
"Price is what you pay. Value is what you get."
- Warren Buffett
Financial Advisor, RJFS
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
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
It's important to Ben to help his clients feel comfortable when making financial decisions. He takes time to listen which ensures that he truly understands what matters most. Developing this relationship is the foundation to building a truly holistic financial plan. He and his clients discuss important factors such as risk tolerance and time horizons and determine their impact on retirement income and legacy planning. With these priorities in mind our team will lay out a plan that is designed to instill confidence in achieving stated objectives and investment goals.
“Wealth is not his who has it, but his that enjoys it.”
- Benjamin Franklin