About envision
wealth network
LEADERSHIP, STRATEGY,
DECADES OF EXPERIENCE
Our History
The firm’s history spans more than a century. Our Lincoln office was established in 1912, while our Omaha office dates back to 1922. The two offices consolidated operations in 2002, and in 2019, the firm further expanded through a merger with Nebraska-based Central Financial Services.
OUR MISSION
Supporting fulfilling lives every day
We strive to make a meaningful, positive impact on the lives of individuals who value financial commitment, while building lasting relationships along the way. Our goal is to be recognized as a premier financial services firm—known for our leadership within the industry and the communities we serve.
50 States
states doing business in
15000+
clients
LEADERSHIP & ADMINISTRATION
Under the leadership of our CEO, Corey Poulosky, our team brings decades of experience supporting financial professionals and advisors in their mission to serve clients with integrity. We are committed to delivering the highest level of professionalism in everything we do.
Corey Poulosky
Steve Suhr
NATE MOORE
Cory Boyer
Teresa Hespen
Michelle Pierce
CLAIRE ERB
NANCY WILSON
Annette
Julie Bailey
COMMUNITY INVOLVEMENT
Many of our financial professionals are actively involved with local charities and nonprofit organizations. We are proud to be recognized as a firm that is deeply engaged in supporting the growth and development of the communities we serve.
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 commitment to serving our financial professionals is rooted in a strong Midwestern work ethic, reflecting our dedication, reliability, and focus on their success.
