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1128 Lincoln Mall, Suite 200, Lincoln, NE 68508

Team

 

Stephen D. Andersen

Vice President & Investment Advisor Representative

402-434-8050

402-434-8051

Stephen D. Andersen is Vice President of Midlands. He founded Midlands in 1969. Steve’s primary emphasis is to provide retirement and successional estate planning. He holds insurance licenses and securities registrations for Mutual...

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LeaAnn Moore

Sr. Vice President/ Partner

402-434-8050

402-434-8051

My passion is creating “Financial Life Boats” for my clients by helping preserve the wealth my clients spend a lifetime preserving. I strive to help clients preserve what they have worked a lifetime to build through...

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Tony J. Ojeda

Certified Retirement Counselor

402-434-8050

402-434-8051

As a Certified Retirement Counselor, I work closely with Baby Boomers to help them understand and help achieve their retirement goals. I help guide individuals, families, and businesses to the goals they want to achieve through...

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Joseph K. Roberts

Vice President & Investment Advisor Representative

402-434-8050

402-434-8051

I joined Midlands in 1993 and am proud to have been a part of the firm’s success for over 20 years. I am passionate about helping my clients create stronger businesses with group insurance and retirement plans. I strive to build...

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David joined Midlands Financial Benefits in April 2013 and brings over 7 years of sales and management experience to our team. His dedicated approach provides clients with superior service to help guide and manage their financial and...

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Linda R. Evans

Retirement Plan Administration

402-434-8050

402-434-8051

I joined Midlands in September 2009 with over 30 years of experience in the administration of retirement plans. I assist Midlands with retirement plan administration for plan sponsors and their participants. I also handle new group...

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As a licensed Life, Health, and Annuities agent, I focus on managing the firm’s life, annuities, securities, and compliance administration. I have over 30 years of experience helping clients protect what matters most to them through...

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Deb D. Porath

Account Manager/Team Leader

402-434-8050

402-434-8051

I re-joined the Midlands team in 2009 with experience in group benefits, retirement planning, and human resource administration. I assist with life, annuities, and securities administration.Degrees and Designations:Speech Communication...

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Bob Grundman

Senior Benefit Strategies Affiliated Producer

402-489-9171

419-821-1953

I affiliated with Midlands in 2013 to help provide additional resources and successor representation for my clients. My focus is on working with those in or approaching retirement to develop strategies which minimize their risk and...

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Jennifer Rogers

Individual Account Manager

402.434.7279

402.434.8051

Jennifer came to UNICO in 2014 with the unique opportunity and challenge of being UNICO’s first official Individual Account Manager. She came to UNICO with 12 years of insurance home office experience and held positions as a Group...

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Chet R. Bennetts

Investment Advisor Representative

402-434-8050

402-434-8051

Correspondent is a registered representative. Securities offered through Ameritas Investment Corp. (AIC). Member FINRA, SIPC. AIC and Midlands are not affiliated. Additional products and services may be available through Chet R....

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Kristin Ullman

Retirement Plan Specialist

402-975-8621

402-434-8051

Kristin is a native of Lincoln, NE. She joins Unico/Midlands Financial with 27 years of experience in employee benefits, retirement plan administration and Human Resources. She is passionate about customer service, building...

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Karla Wilson

Individual Health/Medicare Product Advisor

402-434-7242

402.434.7272

After being raised on a family farm near David City and graduating from Aquinas High School, Karla Wilson earned a Bachelor of Science in Business Administration at the University of Nebraska at Lincoln. Her first job was in...

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Jill Sigler

Client Services Coordinator

402-434-8050

402-434-8051

Beginning in third grade I have been involved in careers whose focus is customer service: Girl Scouts, 4-H, retail sales/customer service, education, and managing an award winning fitness franchise. Because of their commitment to...

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