About envision
wealth network
LEADERSHIP, STRATEGY,
DECADES OF EXPERIENCE
Our History
The firm’s history dates back over one hundred years, as our Lincoln office was founded in 1912 and our Omaha office traces its origin to 1922. The two offices consolidated their operations in 2002, then merged with Nebraska-based Central Financial Services in 2019.
Our mission
Supporting fulfilling lives every day
We aim to positively impact the lives of those who value financial commitment while also developing lifelong relationships along the way. Our goal is to be the premier financial services firm recognized for leadership within the industry and our local communities.
50 States
states doing business in
15000+
clients
Leadership and administration
Under the guidance of our CEO, Corey Poulosky, our leadership team has decades of experience supporting our financial professionals and advisors in their mission to bring integrity and service to their clients to provide our clients with the highest level of professionalism.
Corey Poulosky
Steve Suhr
NATE MOORE
Preston Speece
Cory Boyer
Kelly Micek
Michelle Pierce
CLAIRE ERB
Teresa Hespen
NANCY WILSON
COMMUNITY INVOLVEMENT
Many of our financial professionals and administrators are actively involved with local charities and non-profits. We’re proud to be known as a firm engaged in supporting our local communities for growth and development.
Get in touch
Want more information?
Contact Lincoln Office: (402) 423-4022
Contact Omaha Office: (402) 397-1952
Contact Us
Envision wealth
network hub
Our service and dedication to our financial professionals (not clients) continues to be grounded in a strong Midwestern work ethic.
