Team

Steve Kluthe is an independent financial advisor who assists clients with investment planning, insurance strategies, and tax planning so they can work towards their financial goals.  Leveraging his extensive knowledge of investments and taxation to support this process, Steve works with individuals, families, business owners and professionals, helping them simplify their financial lives using a holistic planning approach. 

Steve begins by understanding and documenting the particular goals, dreams and financial requirements of his clients.  He then works with clients to develop a customized financial plan that reflects their personal requirements and objectives.  As life or market situations arise, or goals change, Steve is to adjust and update the plan accordingly.   Throughout the life cycle of the plan, he effectively collaborates and coordinates with attorneys and accountants to ensure planning synergy from all viewpoints, strategically bringing together and directing appropriate resources as needed.

Steve joined LPL Financial in 2021. Before this, he spent nearly 20 years honing his financial services skills at three leading companies. He holds a business degree from the University of Nebraska at Omaha.

Outside the office, Steve enjoys spending time and traveling with his wife, Ryann, and their children, Grant, Zach, Owen, and Lainey. He is also actively involved in community service with several Omaha-area charitable organizations.

Muriel Hooley came to our office with 10 years of experience in the financial services industry. Muriel handles appointment scheduling and assists the LPL team with client services and application preparation and processing.

Prior to joining LPL, Muriel worked as an office manager for a manufacturing representative for five years, and also has more than 12 years of experience in retail establishments.

Muriel and her husband, William, have two daughters and two grandsons. She enjoys crossword and jigsaw puzzles in her spare time, as well as crafting, reading, and gardening.

Matt has more than 40 years of financial planning and investment analysis experience. During his tenure, he helped develop a sophisticated retirement distribution and asset allocation model incorporated into a recognized financial planning software program.

In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning and executive benefits. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.

Matt and his wife, Seonaid, have three adult children and six grandchildren.

Andrew joined LPL Financial in 2013 after five years supporting successful financial advisors in Massachusetts and Florida. He brings great knowledge and a thorough understanding of both the financial services industry and the challenges advisors face.

Andrew provides technical support and financial planning services to the firm. Prior to joining NPA, Andrew served as a paraplanner to a large Ameriprise Financial office in Orlando, FL. He started his career in the financial services industry as an analyst with an independent financial planning firm in Massachusetts. He earned his BA in Finance from Gordon College in Wenham, MA.

Andrew and his wife, Chelsea, enjoy playing with their dog, Juniper, and spending time at their lake house.