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Investing With Volatile Markets and a General Economic Outlook Katherine E. Stinson, J.D. Matt Veenker Katherine E. Stinson, J.D.
Financial Advisor, First National Bank of Omaha Kat serves as a Financial Advisor to clients in all aspects of financial planning and investments. She strives to address holistic financial needs of clients by utilizing her legal background and dedication to delivering skillful service. Credentials
Kat joined First National Bank in May of 2019 after extensive work with Bank of America Private Bank as a Trust Officer in Providence, Rhode Island. She has also worked in risk management and at a boutique trusts and estates firm. Kat currently holds her Series 7 and Series 66 securities registrations. Kat obtained a Bachelor of Science in Criminal Justice from Champlain College and a Juris Doctorate from Vermont Law School and holds an admission to practice law in the Commonwealth of Massachusetts. Passions
In her free time, you can find Kat skiing, paddle boarding and camping with her husband Chris and their chocolate Labrador Retriever named Chip. She also makes time for cooking and entertaining friends and family. Kat has a deep sense of community and enjoys giving back. She is involved in the CU Mentor program for undergraduates and the Boulder Rotary club.
I feel passionate about being entrusted to help clients navigate through a sensitive time, whether it be dealing with a loss, or preserving family wealth and honoring a legacy, I am there to provide support. Matt Veenker
Wealth Manager, First National Bank of Omaha As a Director of Investment Management, Matt helps clients create investment portfolios to secure their dreams and goals. He is dedicated to guiding his clients toward sound financial decisions and lends his experience to help customers build a prosperous future. Credentials
Matt has dedicated nearly 30 years to clients in the field of investment management. He holds the Chartered Financial Analyst® designation and CERTIFIED FINANCIAL PLANNER™ certification. Passions
As a Colorado resident, he is proud to live amongst people who are continually giving back and helping to improve the community for generations to come.
In his own endeavors, he proudly supports organizations that help children grow up happy and healthy. He personally supports his local children’s hospital and various charities dedicated to sending underprivileged kids to college.
The one item on Matt’s bucket list still to be checked off is climbing one of Colorado’s many fourteeners.
Managing money isn’t just stocks and bonds, it’s about goals and dreams and giving back. Our program this week will be held in person, but a Zoom link will be provided. Click on the link below to be admitted. Rotary Weekly Luncheon
Place: American Legion
Time: Lunch served from 11:30 - 12:00 Cost: $20
Parking: American Legion and the church only |
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