Kimberly  J. Kropp

My greatest passion is people. I love serving others in the best way possible, whether on the job or in my free time.”

Kimberly  J. Kropp CFP®, ChFC®, CLU®, CDFA®

Financial Advisor and Partner

Kimberly J. Kropp began her financial career in 1982 and believes her 30 years of experience attribute to her level of expertise today.

During her first 14 years in finance, Kim managed and directed two unique financial advisory services — Commercial Federal Bank and FirsTier Bank in Omaha, Nebraska. She feels those 14 years were an ideal foundation in preparing for her next step of building an independent practice: creating the Moylan Kropp firm in 1996.

Kim is a member of the Financial Planning Association, the National Association of Professional Women, The Society of Financial Professionals, and the Financial Services Institute. She serves on the board of directors for Iowa School for the Deaf Foundation, the Immanuel Charitable Foundation, and the Financial Services Institute in Washington DC.

Kim and her husband, Bob, have two children, Chelsea and Andrew.

 

Education

Degrees in Elementary Education and Learning Disabilities from Wayne State College

Certified Financial Planner™

Chartered Life Underwriter® and Chartered Financial Consultant® from The American College

Certified Divorce Financial Analyst® from the Institute for Divorce Financial Analysts

Licenses

Series 7, 24, 63, 65, and state life and health

Sean D. Moylan

I love people and hearing their stories, and I just want to put every one of them in a better position — financially, but also personally. The financial planning process involves numbers and figures, but a large part of what we offer clients is non-quantifiable. Life, in the end, is about much more than dollar signs, and this is what we are about and what sets us apart.”

Sean D. Moylan JD, MBA, CFP®, ChFC®, CLU®

Attorney, Financial Advisor, and Partner

Sean was educated in finance, economics and law at Creighton University and has built a large base of knowledge in theory and application of investment strategies that help clients reach their goals. This knowledge base is enhanced every day with new and unique client situations. As part of the Moylan Kropp team, Sean provides legal as well as financial counsel to our clients.

Sean is a member of Financial Planning Association and Financial Services Institute.

Sean and his wife, Sarah, reside in Omaha and have two children, John and Brynn.

Education

Dual Business Administration degrees in Finance and Economics from Creighton University
JD and MBA from Creighton University

Certified Financial Planner™

Chartered Life Underwriter® and Chartered Financial Consultant® from The American College

Licenses

Series 7, 24, 66, and state life and health

Patrick J. Moylan

I enjoy hearing others’ life stories, and I enjoy helping people achieve their goals and watching them become successful. If our clients succeed, then we have succeeded.”

Patrick J. Moylan CFP®, ChFC®, CLU®

Financial Advisor and Partner

Patrick J. Moylan is a Certified Financial Planner™ with Moylan Kropp. In this role, he works directly with clients to understand their needs and concerns in order to develop and implement a customized financial planning strategy to achieve their goals. He works specifically in the areas of investment, portfolio management, corporate stock option planning, tax, insurance, retirement planning, charitable planning, and estate planning needs.

Patrick is a member of Financial Planning Association and Financial Services Institute.

Patrick and his wife, Jennifer, have four children Kiera, Finley, Brendan, and Molly. In his free time, he enjoys spending time with family and friends and attending sporting events, and he likes to golf, fish, hike, and stay physically fit.

Education

Degree in Business Administration and Finance with an emphasis in marketing from Nebraska Wesleyan University

Certified Financial Planner™

Chartered Life Underwriter® and Chartered Financial Consultant® from The American College

Licenses

Series 7, 24, 63, 65, and state life and health

Devin J. Moylan

I get excited utilizing my education and experience to help people maximize their financial potential on the way to feeling more comfortable financially.”

Devin J. Moylan CPA, CFP®

Accountant, Financial Advisor, and Partner

Devin Moylan graduated from Creighton University with a degree in accounting and finance. Upon graduation he acquired his Certified Public Accountant certificate working at a regional accounting firm. Joining Moylan Kropp, he brought tax preparation and planning to the list of services offered. Along with serving clients’ tax needs, Devin is a personal advisor and is available to support you with any questions you might encounter.

Devin is a member of Financial Planning Association and Financial Services Institute.

Devin and his wife, Liz, reside in Omaha with three children, Conor, Josephine, and Marin.  He enjoys spending time with his family and friends.

Education

Degrees in Accounting and Finance from Creighton University

Certified Financial Planner™

Licenses

Series 7, 66, and state life and health

Thelma L. Pickering

Everyone is unique and we all have a story to tell, and it brings me great joy to hear the stories of the lives of people I encounter on a daily basis. We only get one chance at this life, and I firmly believe there needs to be a balance in life of hard work, fun and laughter.”

Thelma L. Pickering

Advisor Assistant

Thelma’s multifaceted background and skill set have always revolved around various forms of service-oriented positions — including 15 years in the financial services arena. She consistently strives to provide superior service and believes in treating others as she would want to be treated. Her true passion is communicating with people, and she greatly enjoys hearing stories from the people she encounters each day. Thelma believes there needs to be a balance in life of hard work, fun and laughter. Her position of Advisor Assistant encompasses all of these aspects and allows her to play an important role in assisting the advisors of the Moylan Kropp team in helping each and every one of our clients achieve their financial goals.

Thelma and her husband, Scott, have four children, William, Madilyn, Amanda, and Jacob. In her downtime, she enjoys reading, exercise, and baking/cooking.