Wealth & Investment Services

Our wealth & investment team develops intelligent, customized solutions built around you and your values and coordinates your investments with the rest of your financial picture for a balanced approach.

We serve affluent individuals, business owners, and their families. Whether it's personal, corporate, or foundations, we'll tailor a number of investment strategies and resources to help you reach your financial goals and make the most of your money, leaving no detail unexplored. Set an appointment with our wealth & investment professionals and learn how they can impact your results.

Your future depends on the success of your investments, and we take that seriously.

Personal

It's about you. First, we're here to listen to what's most important to you and seek to understand your values and needs. Together, we organize your financial resources and determine the possibilities.

Corporate

We provide long-term investments, alternatives to short-term cash management, and retirement plan administration.

Retirement Plan Administration Details

Foundations & Endowments

We manage your investment portfolio in a manner tailored to your unique mission. This begins by developing a well-structured Investment Policy Statement based on your liquidity needs, grant funding, risk tolerance, and sustainability.

Financial & Retirement Planning

Prepare For Your Financial Present & Future

Financial and retirement planning involves setting short and long-term goals and creating strategies to manage finances for a secure present and future. This includes but is not limited to budgeting, saving, investing, and developing a retirement income plan.

Financial & Retirement Planning Details

Economic Outlook Reports

Our seasoned investment team produces quarterly comprehensive market outlook reports, providing invaluable forecasts and insights. We hope empowering you with informed perspectives helps you make confident investment decisions.

To be added to our quarterly email distribution, please email marketing@snbomaha.com.

Fall 2024 Market Outlook Report

Summer 2024 Market Outlook Report

Spring 2024 Market Outlook Report

2024 Economic Outlook Presentation

View All Economic Outlooks

Meet Your Wealth & Investment Team

Damian Howard, CFA SVP, Director of Investment Services Nebraska

Damian Howard, CFA SVP, Director of Investment Services Nebraska
Office: 402-221-0178

An exceptional leader and expert who guides clients through the intricate world of wealth.
With over twenty years of experience as a financial and wealth advisor for individuals and institutions, Damian takes pride in assisting clients in navigating the complex realm of investments and wealth.
Originally from Jasper, Indiana, Damian remains a devoted fan of the Indiana Hoosiers despite relocating to Omaha, NE, 18 years ago. While he still roots for the Hoosiers, he and his family have embraced Nebraska and made Omaha their home.
Damian is actively involved in the investment committee for Essential Pregnancy Service and the Archdiocese of Omaha. When not supporting his team and clients, Damian spends quality time with his family, brews beer, is a member of a sausage-making club, and enjoys the outdoors. And, of course, GO HOOSIERS!

Get in Touch with Damian

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

JJ Ponce SVP, Texas Director of Trust and Wealth Management Services Texas

JJ Ponce SVP, Texas Director of Trust and Wealth Management Services Texas
Office: 469-749-8945

Get in Touch with JJ

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Lisa Smith VP, Iowa Director of Trust & Wealth Management Services Iowa

Lisa Smith VP, Iowa Director of Trust & Wealth Management Services Iowa
Office: 515-393-2662

Get in Touch with Lisa

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Jay Nova, CFA VP, Director of Wealth Management Nebraska

Jay Nova, CFA VP, Director of Wealth Management Nebraska
Office: 402-502-9475
Book an Appointment

Get in Touch with Jay

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Clinton Rushing, CFA VP, Senior Investment Officer Nebraska

Clinton Rushing, CFA VP, Senior Investment Officer Nebraska
Office: 402-221-0188

Clinton is integral in managing client portfolios, formulating appropriate asset allocation models and conducting equity research. He is also responsible for managing the Core Value Equity Portfolio.
Before joining Security National Bank, Clinton served as Vice president of Investment Strategy at D.A. Davidson, where he specialized in equity analysis and market strategy. Before his role at D.A. Davidson, Clinton served as Vice President of Investment and Brand Strategy at SMITH HAYES, where he was Chairman of the firm’s Equity Focus Group and guided the firm’s marketing and brand efforts.
In addition, Clinton is an instructor at Creighton University at the Heider College of Business, where he has taught topics including Portfolio Management, Investment Analysis and Quantitative Methods for Investment Analysis.
Clinton received his Master of Business Administration (MBA) from Northwestern University-Kellogg School of Management in Evanston, Illinois and his Bachelor of Science in Business Administration from the University of Nebraska-Omaha. He also earned his Chartered Financial Analyst (CFA) designation and has served on the Board and as President of the CFA Society of Nebraska.
In his free time, Clinton enjoys spending time at the lake boating, fishing and watching sports. He and his wife have five children, ages 2 to 12.

Get in Touch with Clinton

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Blake Plath AVP, Wealth Advisor Nebraska

Blake Plath AVP, Wealth Advisor Nebraska
Office: 402-221-0162
Book an Appointment

Blake is a dedicated wealth advisor with over a decade of experience, specializing in simplifying the complexities of wealth management into clear, actionable strategies.
Trust and respect are the foundations of his client relationships, ensuring every decision benefits their well-being. Passionate about streamlining his clients' financial lives, Blake finds fulfillment in helping them achieve their desired lifestyle.
Outside of work, Blake enjoys quality time with his wife, Tina, and their three children, Lincoln, Calvin, and Reagan. You can typically find them outside, on a golf course, or exploring new travel destinations together. A lifelong golfer, drummer, and runner, he's always doing something to stay active.

Additionally, Blake volunteers at his local church in the music and children's ministries and mentors young men at his local college fraternity chapter through their alumni advisory board.

Get in Touch with Blake

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Lauren Mozur Investment Officer Texas

Lauren Mozur Investment Officer Texas
Office: 469-619-4888

Get in Touch with Lauren

Name

Email

Phone

Message

*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

stack of books viewed from side

Dollars & Sense

Our Dollars & Sense video series offers timely insights into current market trends, economic outlook and broader business landscape.

Learn More