Director of Operations
Sally Read started in the financial industry in 2002 and has the Series 7 and 66 Securities licenses. She has experience with building a business in the financial services industry and helping others with their retirement goals. Sally has spent over 10 years in the capacity of assisting other financial advisors with back office support and has detailed knowledge of providing a paperless environment for client records.
Sally has earned a bachelor’s degree from Doane College - Lincoln, in Business Administration.
Sally was a member of the Lincoln Cornhusker Kiwanis from 2002-2010. She served as President from November 2006 to October 2007. She introduced the Project Linus program to the club and participated in crocheting several baby and children's blankets which were donated to hospitals.
Sally experienced a farm environment growing up in Nebraska and developed a strong work ethic. She is married to her husband Mark, with one daughter, one granddaughter, and two great granddaughters. She enjoys spending time with her family and playing competitive golf.