Trust & Estate Services
Entrust your legacy with our comprehensive trust services. Our team ensures seamless support with a commitment to integrity and expertise. Whether planning for the future or navigating complex financial landscapes, our services offer personalized solutions to help preserve and grow your wealth.1
Wealth & Investment Services
Customized investment strategy built around your life, your needs, and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom built for you.1
Personal & Professional Financing
Embark on an exclusive financial journey with loans tailored to elevate your lifestyle.
Healthcare Financing
Flexible financial solutions that are specific to healthcare professionals.
Customized Deposit Solutions
Our comprehensive suite of deposit offerings provides a gateway to financial prosperity.
Customized Lending Solutions
Flexible lending solutions designed to adapt to your needs.
Financial & Retirement Planning
Prepare for your financial present & future.
Financial Planning
Let our experts help you build an effective financial plan to help you create a stable and prosperous financial lifestyle.
Cash Flow Planning
Effective cash flow planning is crucial for maintaining financial stability and enabling informed decision-making. Let us help you create a personalized plan.
Individual Retirement Planning1
Selecting the optimal retirement plan is essential to establishing a solid financial foundation and enjoying retirement to the fullest.
Rollover/Inherited IRA1
Consolidate retirement assets into a single, more efficient account with tax2 advantages.
401k Plan Administration
Offer your employees diverse investment choices and ongoing retirement education.
ESOP Plan Administration
Plan for the successful transition of your business to key employees while providing traditional retirement benefits.
457 Plan Administration
This retirement plan is offered to many state and local government employees and some nonprofits.
Private Client Services Team
Here to help you build your lifestyle one milestone at a time, our private client services team takes the time to get to know you, understand your needs, and craft a suite of financial services that fit you.
Exceptional customer service, trusted financial advice, and making a difference in the lives of those we serve are our top priorities. It's about building personal relationships and providing ideas, access, and ease—and it's an ongoing process with you at the center. Enjoy the peace of mind that comes with a dedicated team invested in a common goal—your lifelong financial success.
John joined the bank in 2024 and co-heads our Private Client Services division. He’s responsible for leading services that include trust and estate administration and wealth and investment management.
With over 31 years of experience and a dedication to serving people, John stands out as an exceptional division leader. His needs-based, advice-driven approach ensures an outstanding client experience, while his commitment to embracing a diverse team optimizes the delivery of exceptional service.
Driven to serve his community, John is a proud board member of the Crohn’s & Colitis Foundation NE/IA Chapter, The Nebraska Council on Economic Education, and the Benson Theatre. He is also a very active Rotarian.
John earned a bachelor’s degree from Texas Christian University and a juris doctorate at the University of Nebraska College of Law. He has also earned his Chartered Advisor in Philanthropy (CAP) and Certified Wealth Strategist (CWS) professional designations.
In his spare time, John is an active musician and drummer and enjoys spending time with his family and friends.
Doug joined the bank in 2004 and heads our Private Client Services division. He's responsible for leading services that include trust and estate administration and wealth and investment management. Doug's leadership philosophy centers around understanding our clients deeply—beyond numbers and strategies—through personal conversations about their concerns, goals and aspirations.
During his more than 40 years of experience in leadership and client relations, Doug has witnessed the profound effect of trust-building. He firmly believes that his team's strength doesn't solely come from industry knowledge and excellent financial solutions; it stems from each individual's dedication to connect at a personal level and serve as a compassionate resource—even beyond financial offerings.
As a community bank committed to family values, genuine friendliness, and localized support, Doug's diverse role contributes to our success across various areas of the bank. His emphasis on trust, estate, wealth and investment services positions us uniquely.
In our interactions with individuals and families facing tough or emotional times, we prioritize active listening and providing resources and management solutions to help alleviate stress. Doug and his team find these client relationships rewarding as they focus on building connections founded on trust and a sincere concern for their well-being.
With two decades of service at Security National Bank, Doug takes pride in his team's longevity. Their commitment contributes significantly to positioning the bank as a reliable and trusted asset for our clients.
Doug holds a Bachelor of Science in Business Administration and a Juris Doctorate from Creighton University.
Outside his career, Doug enjoys spending time with his three adult children and two grandchildren. He considers himself lucky to have them all live in the Omaha area, which provides him with ample family time. Doug finds joy in traveling, spending time at his lake house, playing golf and being outdoors.
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!
Michael began his banking career while in college at a community bank, where he gained a strong foundation through roles in operations and treasury. Over the past decade, he has specialized in private and wealth banking, holding senior leadership positions within the industry.
Michael’s strong background, community spirit, and passion for providing a higher level of personal service make him a fantastic advocate for our clients.
Michael enjoys serving his community and currently serves as Board Treasurer and member of the Board of Directors for the Eastern Nebraska Community Action Partnership. He is also a committee member of the Aksarben Foundation and a graduate of Leadership Omaha.
A native of Hastings, NE, Michael holds a Bachelor of Science in Business Administration with an emphasis in Finance and Management from the University of Nebraska at Kearney.
Outside work, Michael and his wife stay busy with their three daughters. A dedicated “dance dad,” Michael enjoys supporting his daughters’ activities, spending time outdoors with his family, and cheering on his favorite teams as an enthusiastic JaySker athletics fan.
With 19 years in the financial industry, more than 10 of which have been building expertise in commercial lending, Robert enjoys helping people and watching their companies grow and prosper.
Robert aims to positively impact his team and clients by providing a collaborative and personalized approach. Knowing he contributed to someone's success is his sense of fulfillment.
As Dallas and the surrounding areas grow, Robert embraces opportunities to help businesses flourish within a lively and exciting market by providing flexibility and leading with integrity.
Along with contributing to businesses' success, Robert stays engaged in the community through volunteer work. He's also a thrill-seeker and loves anything outdoorsy; his favorites include golfing, hiking, mountain biking and skiing. He's happiest when he's enjoying time and adventures with his family.
With nearly 16 years of experience in law and financial services, Joe brings essential skills to our leadership team. His intelligent and thoughtful guidance is crucial to the success of our team and clients. Joe is passionate about helping families navigate difficult periods, taking pride in providing relief and support.
Whether navigating complex legal and financial landscapes or supporting a colleague, Joe embodies the values of dedication, empathy, and integrity. His holistic approach to leadership and client services makes him an asset to our organization and a trusted advisor to those he serves. His dedication to learning and improving ensures he stays well-versed in industry trends and best practices, benefiting his team and clients.
Outside of work, Joe cherishes quality time with friends and family. He also lives an active lifestyle. He enjoys running, playing with his kids, watching sports, golfing, and exploring new restaurants and destinations.
With over 40 years of experience at Security National Bank, Bruce transformed his job into a lifelong career. His passion grew while working at a family-owned community bank, where the Landen family's genuine care for the communities and employees left a lasting impact.
Bruce finds great fulfillment in aiding individuals, considering it a success when he helps fulfill a client's aspirations. Born and raised in Omaha, NE, he actively contributes to the community by serving on the Immanuel Communities Board and as the treasurer for the Bethany Church Council.
In his free time, Bruce cherishes moments with his family, especially his grandchildren. He and his wife, Deanna, enjoy playing with their Bernedoodle, Kona. Bruce remains active by engaging in various activities like golf, bowling, ping pong, and immersing himself in nature.
Teresa's 35 years of trust and wealth management experience have increased her passion for helping families achieve financial harmony. Her personalized approach and commitment to her client's success reflect this passion.
With a demonstrated history of working in the financial services industry, Teresa hones her skills to help individuals and businesses achieve their goals. From simple to complex financial solutions, Teresa works to find investment strategies that align with client's needs and values.
Teresa is a member of the Omaha Estate Planning Council and was a past chair of the Nebraska State Board of Directors for the Combined Health Agency Drive.
Teresa enjoys playing golf in her free time. Her best golf days are spent with her favorite golf partner, her grandson. She also spends ample time with her family, from leisure activities to planning exciting trips together.
Jeremy has been a dedicated professional in the financial industry for 25 years. His experience has made him a trusted private banker. He builds strong client relationships, deeply understands financial products, and is committed to personalized service.
Jeremy values his work. He believes in the importance of trust and loyalty, which is reflected in the long-standing relationships he and the bank have built over the years with clients. Many of his customers have become good friends, and their referrals of new customers and family members are a testament to the trust they place in him.
With a strong reputation and commitment to personalized service, Jeremy respects the bank and its culture. Grateful to have secured a more specialized role as a private banker, he can stay committed to his core skill set and attentively care for his customers. He enjoys the variety his job offers, from financing unique custom homes and luxury vehicles to business acquisitions, and finds great satisfaction in being part of his customers' life transitions.
Outside of work, Jeremy loves spending time with his daughter, who is active in club sports. He enjoys watching her participate in the activities she loves. Jeremy can be found around water, on a golf course, or traveling with friends in his spare time. In addition, Jeremy enjoys living in the Omaha community, where he can witness its growth and appreciate its education, cultural experiences, and quality of life it provides for his family.
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.
With 40 years of experience in the financial sector, Kevin’s dedication lies in ensuring his clients receive the best service. For the past two decades, Kevin has specialized in trust services, bringing his expertise to Security National Bank, where he has been a valued team member for nearly 30 years.
With a heartfelt commitment to estate work, Kevin believes in supporting families during challenging times, ensuring their estates are managed with care so they can focus on each other. Kevin embraces a relationship-centric approach, prioritizing trust and nurturing connections over time.
Beyond his professional endeavors, Kevin serves as the President of a Private Foundation that champions education by providing scholarships to local high school seniors, ensuring their dreams of higher education become reality. The foundation also awards grants to 501C3 organizations serving the community.
Outside of work, family is paramount, and Kevin strives to be the best husband, father, and grandfather he can be.
In 2015, Jessica entered the financial industry with Security National Bank and has developed a strong foundation in banking over the last decade. Jessica has comprehensive knowledge of navigating financial milestones, is committed to providing the best client experience, and is passionate about helping customers achieve goals.
Working for a family-owned company committed to its communities aligns perfectly with Jessica's values, and she appreciates the bank's commitment to personalized service. The best part of her job is meeting customers, learning about them, and continuing to build upon the relationship to provide the best service possible. She loves helping customers with everything from financing their dream homes to setting up savings accounts for their children. For Jessica, success is created from a continuous commitment to growth through education, overcoming challenges, and positively impacting others.
Outside work, Jessica loves spending time with her two daughters, who are active in softball and ballet. She enjoys traveling and is known for her cooking skills, which she learned from her grandmother. In her free time, you can often find her on the road, exploring new places, or cheering on her daughters at their softball games and dance recitals.
Being in the financial industry for 25 years, David grew a passion for providing personalized advice and guidance while helping clients plan for their financial future.
Knowing that his advice and education can help individuals achieve their goals is all the motivation David needs. The positive feedback from clients reaffirms his value and makes him feel like a true asset.
While serving his clients on behalf of a family-owned bank, David appreciates its reputation for commitment to the community. This commitment is evident through strong client relationships and genuine support of philanthropic organizations that, in turn, provide helpful resources and services to the community at large.
David is a believer in the "Social Contract," the idea that we all have a responsibility to give back to our community. He dedicates his time to several non-profit organizations and proudly serves as a Board Member of the Nebraska Early Childhood Collaborative.
Off the clock, David enjoys relaxing, playing cards with friends, and attending sporting and live music events.
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.
With a passion for helping individuals and families secure their financial future, Kyle combines his knowledge with empathy to ensure that his clients receive the highest level of service.
Eager to work for a family-owned, community-focused financial institution, Kyle joined the bank in 2022. His decision was driven by a desire to work closely with clients to understand their needs and tailor financial solutions accordingly.
Kyle thrives on the complexities of trust and estate administration. By balancing challenges with interpersonal dynamics, he works to help keep his clients’ assets safe. For Kyle, success is found in translating clients’ aspirations into actionable strategies.
Proud to serve on the Omaha Advisory Committee for the Team Jack Foundation, Kyle contributes to the cause by providing valuable insights that help the foundation navigate challenges and seize opportunities.
Outside of serving others professionally and philanthropically, Kyle loves being outdoors and spending time with his wife and two children. He also enjoys spending his time on the golf course.
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!
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.
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.
With nearly 16 years of experience in law and financial services, Joe brings essential skills to our leadership team. His intelligent and thoughtful guidance is crucial to the success of our team and clients. Joe is passionate about helping families navigate difficult periods, taking pride in providing relief and support.
Whether navigating complex legal and financial landscapes or supporting a colleague, Joe embodies the values of dedication, empathy, and integrity. His holistic approach to leadership and client services makes him an asset to our organization and a trusted advisor to those he serves. His dedication to learning and improving ensures he stays well-versed in industry trends and best practices, benefiting his team and clients.
Outside of work, Joe cherishes quality time with friends and family. He also lives an active lifestyle. He enjoys running, playing with his kids, watching sports, golfing, and exploring new restaurants and destinations.
Teresa's 35 years of trust and wealth management experience have increased her passion for helping families achieve financial harmony. Her personalized approach and commitment to her client's success reflect this passion.
With a demonstrated history of working in the financial services industry, Teresa hones her skills to help individuals and businesses achieve their goals. From simple to complex financial solutions, Teresa works to find investment strategies that align with client's needs and values.
Teresa is a member of the Omaha Estate Planning Council and was a past chair of the Nebraska State Board of Directors for the Combined Health Agency Drive.
Teresa enjoys playing golf in her free time. Her best golf days are spent with her favorite golf partner, her grandson. She also spends ample time with her family, from leisure activities to planning exciting trips together.
Being in the financial industry for 25 years, David grew a passion for providing personalized advice and guidance while helping clients plan for their financial future.
Knowing that his advice and education can help individuals achieve their goals is all the motivation David needs. The positive feedback from clients reaffirms his value and makes him feel like a true asset.
While serving his clients on behalf of a family-owned bank, David appreciates its reputation for commitment to the community. This commitment is evident through strong client relationships and genuine support of philanthropic organizations that, in turn, provide helpful resources and services to the community at large.
David is a believer in the "Social Contract," the idea that we all have a responsibility to give back to our community. He dedicates his time to several non-profit organizations and proudly serves as a Board Member of the Nebraska Early Childhood Collaborative.
Off the clock, David enjoys relaxing, playing cards with friends, and attending sporting and live music events.
With 40 years of experience in the financial sector, Kevin’s dedication lies in ensuring his clients receive the best service. For the past two decades, Kevin has specialized in trust services, bringing his expertise to Security National Bank, where he has been a valued team member for nearly 30 years.
With a heartfelt commitment to estate work, Kevin believes in supporting families during challenging times, ensuring their estates are managed with care so they can focus on each other. Kevin embraces a relationship-centric approach, prioritizing trust and nurturing connections over time.
Beyond his professional endeavors, Kevin serves as the President of a Private Foundation that champions education by providing scholarships to local high school seniors, ensuring their dreams of higher education become reality. The foundation also awards grants to 501C3 organizations serving the community.
Outside of work, family is paramount, and Kevin strives to be the best husband, father, and grandfather he can be.
With a passion for helping individuals and families secure their financial future, Kyle combines his knowledge with empathy to ensure that his clients receive the highest level of service.
Eager to work for a family-owned, community-focused financial institution, Kyle joined the bank in 2022. His decision was driven by a desire to work closely with clients to understand their needs and tailor financial solutions accordingly.
Kyle thrives on the complexities of trust and estate administration. By balancing challenges with interpersonal dynamics, he works to help keep his clients’ assets safe. For Kyle, success is found in translating clients’ aspirations into actionable strategies.
Proud to serve on the Omaha Advisory Committee for the Team Jack Foundation, Kyle contributes to the cause by providing valuable insights that help the foundation navigate challenges and seize opportunities.
Outside of serving others professionally and philanthropically, Kyle loves being outdoors and spending time with his wife and two children. He also enjoys spending his time on the golf course.
Michael began his banking career while in college at a community bank, where he gained a strong foundation through roles in operations and treasury. Over the past decade, he has specialized in private and wealth banking, holding senior leadership positions within the industry.
Michael’s strong background, community spirit, and passion for providing a higher level of personal service make him a fantastic advocate for our clients.
Michael enjoys serving his community and currently serves as Board Treasurer and member of the Board of Directors for the Eastern Nebraska Community Action Partnership. He is also a committee member of the Aksarben Foundation and a graduate of Leadership Omaha.
A native of Hastings, NE, Michael holds a Bachelor of Science in Business Administration with an emphasis in Finance and Management from the University of Nebraska at Kearney.
Outside work, Michael and his wife stay busy with their three daughters. A dedicated “dance dad,” Michael enjoys supporting his daughters’ activities, spending time outdoors with his family, and cheering on his favorite teams as an enthusiastic JaySker athletics fan.
With over 40 years of experience at Security National Bank, Bruce transformed his job into a lifelong career. His passion grew while working at a family-owned community bank, where the Landen family's genuine care for the communities and employees left a lasting impact.
Bruce finds great fulfillment in aiding individuals, considering it a success when he helps fulfill a client's aspirations. Born and raised in Omaha, NE, he actively contributes to the community by serving on the Immanuel Communities Board and as the treasurer for the Bethany Church Council.
In his free time, Bruce cherishes moments with his family, especially his grandchildren. He and his wife, Deanna, enjoy playing with their Bernedoodle, Kona. Bruce remains active by engaging in various activities like golf, bowling, ping pong, and immersing himself in nature.
With 19 years in the financial industry, more than 10 of which have been building expertise in commercial lending, Robert enjoys helping people and watching their companies grow and prosper.
Robert aims to positively impact his team and clients by providing a collaborative and personalized approach. Knowing he contributed to someone's success is his sense of fulfillment.
As Dallas and the surrounding areas grow, Robert embraces opportunities to help businesses flourish within a lively and exciting market by providing flexibility and leading with integrity.
Along with contributing to businesses' success, Robert stays engaged in the community through volunteer work. He's also a thrill-seeker and loves anything outdoorsy; his favorites include golfing, hiking, mountain biking and skiing. He's happiest when he's enjoying time and adventures with his family.
Jeremy has been a dedicated professional in the financial industry for 25 years. His experience has made him a trusted private banker. He builds strong client relationships, deeply understands financial products, and is committed to personalized service.
Jeremy values his work. He believes in the importance of trust and loyalty, which is reflected in the long-standing relationships he and the bank have built over the years with clients. Many of his customers have become good friends, and their referrals of new customers and family members are a testament to the trust they place in him.
With a strong reputation and commitment to personalized service, Jeremy respects the bank and its culture. Grateful to have secured a more specialized role as a private banker, he can stay committed to his core skill set and attentively care for his customers. He enjoys the variety his job offers, from financing unique custom homes and luxury vehicles to business acquisitions, and finds great satisfaction in being part of his customers' life transitions.
Outside of work, Jeremy loves spending time with his daughter, who is active in club sports. He enjoys watching her participate in the activities she loves. Jeremy can be found around water, on a golf course, or traveling with friends in his spare time. In addition, Jeremy enjoys living in the Omaha community, where he can witness its growth and appreciate its education, cultural experiences, and quality of life it provides for his family.
In 2015, Jessica entered the financial industry with Security National Bank and has developed a strong foundation in banking over the last decade. Jessica has comprehensive knowledge of navigating financial milestones, is committed to providing the best client experience, and is passionate about helping customers achieve goals.
Working for a family-owned company committed to its communities aligns perfectly with Jessica's values, and she appreciates the bank's commitment to personalized service. The best part of her job is meeting customers, learning about them, and continuing to build upon the relationship to provide the best service possible. She loves helping customers with everything from financing their dream homes to setting up savings accounts for their children. For Jessica, success is created from a continuous commitment to growth through education, overcoming challenges, and positively impacting others.
Outside work, Jessica loves spending time with her two daughters, who are active in softball and ballet. She enjoys traveling and is known for her cooking skills, which she learned from her grandmother. In her free time, you can often find her on the road, exploring new places, or cheering on her daughters at their softball games and dance recitals.