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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

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

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best 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 specialize in creating an approach that is designed to address your individual situation.

 

Kelli Zwickle

Administrative Assistant

(308) 345-8723

Kelli has been with McCook National Bank since May 1992. She primarily focuses on assisting Aaron Broz by addressing client service needs, preparing and processing new business, and providing ongoing client support.

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Aaron Broz

Certified Financial Planner®, Behavioral Financial Advisor™

(308) 345-8723

(308) 345-3767

Aaron specializes in retirement, estate, and comprehensive investment and financial planning services for clients. He has more than 12 years of experience in the financial services, banking and insurance industries. Aaron holds...

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