Gemini Capital LLC

Orion Advisor Services, based in Omaha, NE, has been recognized as the #1 TAMP for best technology and model marketplace by advisory peers in America's Best TAMPs 2023 awards. Their comprehensive suite of solutions caters to a wide range of financial professionals, including independent advisors, chief compliance officers, financial planners, and more. With a focus on innovation and disruption, Orion offers next-generation technology such as Orion Stacks for integrated UX, robust compliance management tools, and risk intelligence technology to address clients' financial concerns. Their customizable platform aims to empower advisors to create unmatched client experiences and drive success for years to come. Generated from the website

My name is Shawn Lorenzen and I am a high-energy, goal-oriented professional focused on helping people achieve their financial goals through successful Holistic investing. I am cheerful, ethical, enthusiastic, well organized and I strive to help clients prepare for life events including college education, tax savings and retirement. Outside of work, I am passionately committed to helping make my community a better place. Each client's wants and needs are unique and change over time. I welcome the opportunity to review your personal financial goals and help you prepare for your future!

Principal Financial Group in Bellevue, NE offers a comprehensive range of financial services for individuals and businesses, including retirement planning, investments, insurance, and estate planning. With a focus on helping clients achieve their financial goals, Principal provides tools and resources to navigate market volatility and secure a stable financial future. From retirement savings strategies to income protection and investment guidance, Principal Financial Group empowers customers to make informed decisions about their finances. With a network of financial professionals and a commitment to personalized service, Principal is dedicated to helping individuals and businesses plan for all life's moments. Generated from the website