WealthPLAN Partners in Kearney Nebraska is a financial planning and wealth management firm that specializes in helping mass affluent individuals prepare for and transition into retirement. Our financial advisors have a process to help you build, manage, protect, and transition your wealth.
Your WealthPLAN Partners Team
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Jeremy Armagost
CFP, RICP, WMCP
jeremy@wealthplan.partners
Jeremy Armagost and his team located in Kearney, Nebraska have a deep understanding of the financial services industry. Jeremy is a Certified Financial Planner™ and has earned his Master’s Degree in Financial Planning. He also earned the RICP®, which is an advanced designation dealing with retirement income planning and the WMCP® which is a specialized designation dealing with advanced wealth management topics.
Jeremy specializes in helping mass affluent individuals prepare for and transition into retirement. Covering such topics as when to take social security, helping you get financially organized, designing an income plan to be confident you won’t run out of money, tax planning, risk planning, Medicare planning, and estate planning.
Prior to his financial planning career, he graduated from the Air Force Academy and spent 10 and a half years as an instructor pilot in the Air Force, flying C-130s. He recently retired as a Lt Col in the Air Force Reserves and continues to serve as a Liaison Officer for the United States Air Force Academy Admissions program.
Jeremy and his wife Angela keep busy outside of work with their two daughters, Jane and Kate.
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Amy Baruth
Client Service Specialist
amyB@wealthplan.partners
Amy looks forward to each opportunity to help clients by managing daily operational tasks. With her determination and attention to detail, Amy provides timely, accurate and meaningful answers to our clients questions and requests. She strives to ensure each client receives outstanding service.
Amy worked over 12 years as an LPN in various healthcare settings enjoying the unique relationship with patients under her care before joining Brodine Financial Services in 2007 to learn the financial service industry. When Steve Brodine retired and sold his practice to Jeremy in 2016 Amy was honored to be able to join WealthPLAN Partners and continue the relationships she had made serving Steve's clients as well as building new ones.
Amy and her husband Kevin live in Kearney and have 2 grown daughters, Allison and Ashley, but her real joy comes from her grandchildren - Clara, Charlotte and Carter. She enjoys spending time with her family taking trips, especially to Disney world.
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Sue Wright
Client Service Specialist
sue@wealthplan.partners
Sue is a Client Service Specialist at the Kearney office of WealthPLAN Partners. She enjoys working with people, providing exceptional service and building long lasting relationships. She plays a vital role in the client experience including client onboarding, account servicing and maintenance. Her goal is to create a positive rapport and to make life easier for clients.
Sue began her financial services career in 2002 with Jim and Betty Jo Armagost. She has worked with Jeremy Armagost since 2011. She has a degree in business administration with an emphasis in HR from the University of Nebraska at Kearney. Sue and her husband Kim own and operate a storage facility, so when not at work you will find them at Wright Storage Company. Sue and Kim have one adult daughter, Lindsey.