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Meet the Team

Bob FitzSimmons, CFP®, MBA

President | Financial Advisor

(402) 465-5678

(402) 465-8317

Bob@FP-Wealth.com

Bob FitzSimmons, CFP® is the President of FP Wealth Management, Inc. Bob began in the financial services industry after serving in the United States Air Force and working for more than 24 years as a marketing executive with three major consumer goods companies. Over the years, Bob’s financial planning services practice has grown to more than 1,000 clients located in 25 states. Bob has been quoted in The New York Times, Wall Street Journal, USA Today, Omaha World Herald, Lincoln Journal-Star and a variety of professional publications.

In 2013, Bob was honored with the O.R. Frey award from the Cornhusker chapter of the National Association of Insurance and Financial Advisors (NAIFA)* for professional and community leadership. Bob is active in the financial services’ professional organizations, serving on the Financial Services Institute’s (FSI) Conference Committee and the National Government Affairs Committee of the National Association of Insurance and Financial Advisors (NAIFA). In the past, he served as the chair of the Nebraska State Political Action Committee (PAC) for NAIFA, on the national boards of the Institute of Certified Financial Planners (ICFP) and the Financial Planning Association (FPA) and the Nebraska state ICFP and FPA Boards.

In addition to his involvement in the financial services industry, Bob also gives back to the Lincoln, Nebraska community by donating time, talent and resources to an array of worthy causes and community service organizations that focus on education, including TeamMates Mentoring Program, Junior Achievement LPS teacher, and co-chair of LPS Middle School Student Housing Community Task Force, chair of St. Mark’s United Methodist Foundation, State of Nebraska Owned Wyuka Cemetery and Funeral Home Board Trustee and a leadership position in Kiwanis Club-Lincoln Center and past president of Lincoln Exec Club.

Bob earned his undergraduate degree in Business Administration from University of Kansas in 1962, a MBA from Northwestern University in 1966 and his CFP® designation from the College for Financial Planning in 1989.

He has been married to his wife, Janice for over 50 years and has three children and five grandchildren. Bob and his wife have traveled extensively through the Americas, Europe, Asia, Australia and North Africa. Additionally, he has competed in modified triathlon and Iron Man competitions through his health club and is an avid sports fan and season ticket holder to UNL men’s football, basketball and baseball games, plus UNL women’s volleyball and basketball games.


´╗┐My Continuity Plan:

I am frequently asked by clients what would happen to their investment accounts should I suffer a life-threatening illness or accident or one day retire. The good news is that I have had a formal continuity and succession plan in place for several years. The plan is in place so that our clients will not experience any disruption in the level of financial services they have experienced for many, many years. 

Jason Peplinski has for several years been the key investment services professional backup in my office. He is named in my formal written continuity plan should anything happen that would limit my capacity in the short or long run to service clients.

Jason and I first started working together in November 2007. During this time, Jason has repeatedly demonstrated a level of client service and investment knowledge that is both broad and comprehensive.

I have seen first-hand how he assists his clients and believe his ethics and service mentality are qualities with which my clients will be comfortable. He has been engaged in the financial service business for more than 25 years. Accordingly, Jason is both a partner and Vice President of FP Wealth Management, Inc. I look forward to introducing him to you on your next visit to the office.

Of course, I still plan to be around and will continue to help my clients address their investment goals and objectives. But it is great to be surrounded by a competent team who can continue on seamlessly should an unforeseeable illness or accident occur.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multi-line sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.

Jason J. Peplinski, MBA, AIF®, CPFA, FSS, LUTCF

Vice President | OSJ | Financial Advisor

(402) 454-7204

(402) 454-7210

Jason@FP-Wealth.com

A bit about his background:

Jason hails from Pender, Nebraska, where he grew up in a large, close-knit family. This is where he learned that hard work, community service and financial responsibility were highly valued.

As Vice President and partner of FP Wealth Management, Jason focuses on investment strategy, business finances, retirement accumulation/withdrawals, tax planning, risk management, and estate planning. He began his financial services career in 1996 working for National Bank of Commerce in Lincoln. A subsequent position with Ameritas Investment Corp would lead him to begin building his own clientele. Since then, he has continued to grow his network and facilitate the retirement and smooth client transfer of several veteran colleagues. Jason has been nationally recognized for exceptional service in 2 nationwide publications Investment News’s "40 Under 40” and Advisor Today’s "Four Under Forty,” among other honors. He is a former VP and current member of the National Association of Insurance and Financial Advisors, a member of the Financial Services Institute, and was also a past President of The Society of Financial Service Professionals.

Jason is driven by a strong passion for demystifying investments, money-management, and wealth building. Jason’s #1 promise when advising clients is complete transparency. He makes it a point to give serious attention to both short and long term cashflows, helping clients balance future savings with access to money needed today. To date, he has managed portfolios for clients at all stages of life while continuing to play an instrumental role in FP Wealth Management’s growth and market reach.

Education:

  • University of Nebraska-Lincoln, Accounting
  • University of Phoenix, Master of Business Administration (MBA)
  • Bellevue University, Business Management
  • Southeast Community College, Marketing

Designations:

  • Master of Business Administration (MBA)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA®)
  • Financial Services Specialist (FSS)
  • Life Underwriter Training Council Fellow (LUTCF) 

What Jason loves most about his role:

“I particularly enjoy the relationships I’ve developed with my clients beyond the financial work

we do. We get to connect with people and hear how they are living their lives and the

experiences they are having, and we get to participate in that with helping our clients plan for

and realize their dreams. We often work with clients and take care of their adult children and

grandchildren as each move through the stages of life that have differing areas of focus that we

can guide them on.”

Outside of work:

Today, Jason and his wife are proudly raising four children together. Jason makes it a point to

give back whenever possible through coaching youth sports, assists with their church and local

community events. When he’s not working, Jason loves spending time with family and

friends, traveling, camping, hiking, fishing, skiing, and golfing. Jason maintains a private pilot’s

license which he uses both to visit clients and for recreation.

His community involvement:

  • Peace Lutheran – Waverly, NE
  • Kiwanis Club of Waverly
  • Food Bank of Lincoln
  • People’s City Mission
  • Jude’s Children’s Research Hospital
  • Society of Financial Service Professionals (FSP)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Financial Planning Association (FPA)
  • Lincoln Estate Planning Council (LEPC)
  • Lincoln Independent Business Association (LIBA)

Brett Burchett, CFP®, AIF®, CPFA®

Financial Advisor

(402) 454-7204

(402) 454-7210

Brett@FP-Wealth.com

A bit about his background:

Brett was born and raised here in Lincoln, NE. Throughout his childhood, he had many experiences with money that inspired him to eventually pursue a career in helping people with their finances.

 

Education:

  • University of Nebraska-Lincoln, Finance
  • Northwestern University, Certificate in Financial Planning

 

Designations:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA®)

 

What Brett loves most about his role:

“My favorite thing about my role is helping clients steward their money in a way that helps them live a life of significance that is shaped by their values, goals, and aspirations.”

 

Outside of work:

Brett lives in Lincoln with his wife, Jensyn, and their dog Oakley. He has a heart for the community and can be found serving in many capacities around Lincoln. Outside of the office, he enjoys playing a casual game of golf, spending time outdoors, and having quality time with his family and friends.

 

His community involvement:

  • Lincoln Berean Church
  • Junior Achievement of Lincoln
  • Lincoln Rotary Club #14
  • Friends of Silver Hawk Theatre
  • Kingdom Advisors
  • Society of Financial Service Professionals (FSP)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Financial Planning Association (FPA)
  • Lincoln Estate Planning Council (LEPC)
  • Lincoln Independent Business Association (LIBA)

Thomas Buescher, CFP®, CPFA®

Financial Advisor

(402) 454-7209

Tom@FP-Wealth.com

Tom Buescher is a resident of Lincoln, Nebraska since 2001. He is married to his wife Cassidy since 2010 and has two children, Marli (10) and Garyn (6).

He has been in the financial services industry since 2010 and holds several licenses, including the Series 66 and Series 7, and life, health and annuity licenses. He also completed his Certified Plan Fiduciary Advisor (CPFA®) and Certified Financial Planner (CFP®) certifications in 2022.

Tom is a member of Lincoln Lodge No. 19 AF&AM and the Lincoln Society of Financial Professionals. In his free time, he spends time golfing, traveling and spending time playing games with his

Sally Read

Director of Operations

(402) 454-7206

Sally@FP-Wealth.com

A bit about her background:

Sally grew up in Nebraska on a farm and shared life experiences with one sister and two brothers. She attended high school in Newman Grove and moved to Lincoln shortly after. Sally worked for several years at the University of Nebraska and private companies in a supervisory/management role prior to obtaining her securities licenses and starting in the financial planning industry. 

Sally lives in Lincoln with her husband, Mark. She has one daughter, one granddaughter, and three great grandchildren – all of which live in Missouri.

 

Education:

  • Doane University, Business Administration

 

What Sally loves most about her role:

“I enjoy the contact with clients and coworkers daily. My job duties are diversified and are not routine from day-to-day. I enjoy working with numbers and problem solving.”

  

Outside of work:

Sally’s passion outside of work is golf. She enjoys playing competitive as well as relaxing golf. During the winter months, time is spent crocheting baby blankets for Project Linus.

 

Her community involvement:

  • Yankee Hill Ladies Golf Association
  • Nebraska Women’s Amateur Golf Association
  • Project Linus

Leslie Borges

Client Service Associate

(402) 454-7204

(402) 454-7204

Leslie@FP-Wealth.com

A bit about her background:

Leslie was born and raised in North Platte, NE. She ventured to Lincoln to attend Nebraska Wesleyan University to pursue her aspiration to play collegiate soccer. As she graduated, she knew she wanted to pursue a career in finance. Leslie then joined our team in 2022 and is on the pathway of becoming a financial advisor.

  

Education:

  • Nebraska Wesleyan University, Business Administration and Finance

 

What Leslie loves most about her role:

“What I love most about my role here at FP Wealth Management is being able to build a connection with each client and getting to know them personally, professionally, and being able to help them in any way I can.”


Outside of work:

Outside of work, Leslie enjoys anything that involves being outside. You will often find her playing pickleball, soccer, or relaxing at a lake nearby. She loves to spend time with family and friends, which often includes lots of travel!

Tracie Olson*

Client Service Associate

(402) 465-5678

(402) 454-7210

Tracie@FP-Wealth.com

*Tracie is not registered with Osaic Wealth, Inc.

LaRae Eifert*

Client Service Associate

(402) 465-5678

(402) 454-7210

LaRae@FP-Wealth.com

LaRae Eifert is a Client Service Associate for Bob FitzSimmons. LaRae brings a Banking and Business background of 4 decades, experience in Property Management and was strategic in setting up small businesses and managing the overall operations for the companies.

She also earned her licenses in the insurance industry while in the banking profession and attended The School of Banking in Omaha, NE. LaRae loves interacting with the clients, sharing life stories and creating relationships.

LaRae has been a member of Home Builders Association of Lincoln, LIBA and a volunteer at her daughter’s school and her church.

Outside of work, LaRae enjoys the summer entertaining her family and friends at the swimming pool and grilling, fun in the sun. Wintertime is great for all sorts of board games and watching TV and movie shows with historical backgrounds. Travel is also high on her list of accomplishments, Hawaii, NYC, Washington DC, AZ and many other states in our wonderful country. Her favorite trip was to Jamaica, twice.

LaRae has a daughter, Jen and Son-in-Law Zac along with three granddaughters and three grand dogs.


*LaRae is not registered with Osaic Wealth, Inc.

Jill Sigler*

Client Service Associate

(402) 454-7204

(402) 454-7210

Jill@FP-Wealth.com

A bit about her background:

Native of Lincoln, NE, Jill is oldest of four daughters – all with the same initials (for ease of hand-me-downs). She is the product of entrepreneurial parents who she worked for in junior high until college, where she baked 20 dozen cookies for their annual open house/customer appreciation event.

 

Education:

  • Nebraska Wesleyan University: BA in Spanish, Business Admin, & Education
  • University of Nebraska-Lincoln: MEd in Curriculum & Instruction

 

What Jill loves most about her role:

“Building relationships with clients and serving as their advocate.”

 

Outside of work:

Jill enjoys spending time with family, volunteering at church and Marriage Encounter, cooking, and doing crafts. She also works seasonally for UNL Parking & Transit.

 

Her community involvement:

  • Church
  • Marriage Encounter
  • Community Blood Bank


*Jill is not registered with Osaic Wealth, Inc.

Craig Baugous*

Client Service Associate

(402) 483-1350

(402) 483-2016

craig@bradleyfarley.com

*Craig is not registered with Osaic Wealth, Inc.