who we are

C.J. specializes in Comprehensive Financial Planning, including retirement income planning, investment management, and long-term tax planning. C.J began working in the financial services industry in 2012 after an initial career as a college football coach. His passion for analysis, problem solving, and hard work helped him transition quickly to Financial Planning.

C.J. tends to think of financial planning in the same way as preparing for the big game:

1. Fully understand the clients’ goals
2. Under of the details and the big picture to formulate a “game plan”
3. Make on-going adjustments

CJ’s most fulfilling work is in helping clients gain the perspective to understand their financial position and trajectory so that they use their money in alignment with what is important to them, not to just do what they have always done.

C.J. is married to Marcy, a Real Estate Agent with Wood Bros. They both thoroughly enjoy their careers. Their blended family of five always keeps them busy. They enjoy spending time with family and friends, watching their children’s activities, and traveling to warm places.

Disclosure:

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks , CFP® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 Why Choose a Certified Financial Planner™ Professional? 

Tanner joined the Perspective Planning Partners team in 2019. Tanner graduated from the University of Nebraska-Lincoln where he received a degree in Finance, as well as a minor in Economics. Since joining the team, he has continued to refine his skills in retirement and financial planning as he works with clients of all age groups.

Tanner’s career as a financial advisor allows him to work with clients to identify what money really means to them individually. Beginning with this understanding helps him to build personal relationships and differentiated plans for each of his clients.

Tanner’s wife Jade is an Occupational Therapist in the Lincoln area. When away from work they spend their time traveling to new places, golfing, and spending time with their families.

Disclosure:

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks , CFP® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Why Choose a Certified Financial Planner™ Professional? 

Michelle has more than 25 years of experience in the financial services industry. She began her career with a private investment firm where she was steadily promoted to Chief Operations Officer. She then spent 17 years with First National Bank of Omaha where she most recently served as Director of Branch Banking. In 2021, she joined Perspective Planning Partners (PPP) as an Advisor. Michelle is passionate about building personalized, long-term relationships and serving individuals and families to pursue their financial goals. Michelle is grateful to work alongside a team with shared values who are committed to helping clients acquire a clear perspective of their future through a comprehensive planning approach.

In her passion for serving, Michelle is honored to support various charitable and Christian organizations including Junior Achievement and Bible Study Fellowship through board membership and volunteer service. Michelle is a life-long resident of Nebraska. She grew up on a farm / ranch and is grateful for the opportunity it provided her to learn the value of hard work. She earned her bachelor’s degree from the University of Nebraska-Lincoln with a double major in accounting and finance. Michelle and her husband, Tracy, are blessed with a daughter, Sierra. Michelle enjoys being outdoors, spending time on the family farm and time at the lake boating and fishing.

Brett joined Perspective Planning Partners in 2017. Brett brings financial services industry experience from other investment firms starting in 2010. He specializes in implementation of plans and new accounts, managed account operations, and client services. Brett is a graduate of Concordia University–Nebraska with a degree in Business Administration. He enjoys a variety of hobbies including working out, traveling, snowboarding, playing sports, and following all things Huskers!

Alastair joined Perspective Planning Partners in 2024. Alastair most recently worked as a Financial Advisor at TCFG Wealth Management in Laguna Niguel, CA. He also worked as a relationship banker with JPMorgan Chase in Newport Beach, CA. Alastair, who was born in Indiana is both a British and American citizen. He received his bachelor’s in International Business with French and Italian from Sheffield Hallam University in 2017 and during his time there, he also studied and worked in finance in Paris, France and Florence, Italy. Having grown up in a small town in Worcestershire, England, Nebraska feels a lot like home. Since his move, Alastair has enjoyed so much of what the state has to offer including fishing, gardening, Husker football, and spending time on his fiancé, Cheyenne's family farm.

Kendrea is often the client’s first interaction with Perspective Planning Partners. Kendrea shares a welcoming smile and a friendly interaction with everyone that comes through our doors. Her service and support on a daily basis is vital to our practice running happily, smoothly, and efficiently. Kendrea has been married for 32 years to her husband, Nathanael and has two grown children. She is happiest when spending time with family and friends playing games, dancing or traveling.