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Team

At our firm, we believe our expertise and experience add a distinct advantage and a great value to all we do and provide increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John T. Lund, CFP®, MBA

Financial Advisor

(402) 379-6140

john.lund@bankfirstonline.com

John serves as director and financial advisor for BankFirst Wealth Management and is responsible for developing comprehensive wealth management strategies.

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