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 43 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 has served or is currently serving on the board of directors for Iowa School for the Deaf Foundation, Marian High School, The Immanuel Charitable Foundation, and the Financial Services Institute in Washington DC. She also serves on the Advisor Group National Advisory Board.

Kim and her husband, Bob, have two children, Chelsea and Andrew. They also have a son in law, Patrick Wachter, grandchildren, Chloe, Cora, Cohen and Crosby.

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

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 designed 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

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®

Financial Advisor, Partner, and Attorney at Moylan Law

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 pursue 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 the Financial Planning Association and Financial Services Institute.

Sean and his wife, Sarah, reside in Omaha and have four children, John, Brynn, Leo, and Ashlyn.

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

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®

Financial Advisor, Partner, and Accountant at Moylan Tax

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 five children, Conor, Josephine, Marin, Quinn, and Kennedy. 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

I love building valuable relationships with people and ensuring their experience at Moylan Kropp is a positive one.”

Lisa G. Bailor

Administrative Assistant

Lisa Bailor graduated from the University of Nebraska-Lincoln with a degree in Elementary Education. After graduating, Lisa worked for a Financial Institution for 9 years as a loan officer. She has nearly 10 years of administrative experience, mostly in the Real Estate and Residential Title industries.

Lisa is an Omaha native and she and her husband, Brad, have 5 children, 3 of which are married, and 4 granddaughters – Olivia, Isla, Bethany, Abigail. In her spare time, she enjoys yardwork, walking, sharing time with her family and watching their favorite Chicago sports teams.

Education

University of Nebraska-Lincoln, with a degree in Elementary Education/Music Minor.

I believe in providing the very best service to our clients, ensuring all requests are processed timely and accurately.”

Sheri Baum

Advisor and Legal Assistant

Sheri graduated from the University of Nebraska with a bachelor of Fine Arts degree. After college, Sheri and her husband Michael lived the nomadic life of hotel management moving from Texas to California to Florida, then settled in Valley, Nebraska.
Sheri and Michael have 3 grown sons and one grandson. Sheri enjoys spending time on the lake.

I hope to help my clients navigate their taxes as easily as possible. Because as a smart man once said – ‘The hardest thing in the world to understand is the income tax.’ — Albert Einstein”

Molly P. Boden

Tax Associate at Moylan Tax

Molly Boden graduated the University of Iowa with a degree in accounting and finance. Upon graduation she acquired her Certified Public Accountant certificate working at a regional accounting firm in the Chicagoland area. There she worked primarily as a financial auditor. She moved to Omaha in 2013 and worked at a private accounting firm where she prepared individual and corporate returns as well as managing monthly accounting services for several business clients. Molly joined Moylan Kropp in 2019 to assist Devin with the preparation of tax returns.

Molly resides in Omaha with their three girls, Milly, Lorelai, and Genevieve. In her downtime, she enjoys spending time with her family and friends, cooking and traveling.

Education

Bachelor of Arts, Accounting and Finance from the University of Iowa Tippie College of Business.

Licenses

CPA

I believe financial literacy is essential to achieving life-long success and stability. I am passionate about helping clients at each step of their financial journey.”

Cassie K. Callahan

Advisor Assistant

Cassie Callahan graduated from the University of Nebraska-Lincoln with a degree in Music Education. She also holds a Master of Music in Conducting from the University of Nebraska at Omaha. Her previous experiences in education have allowed her to meet and serve a variety of communities throughout the Omaha Metro. Currently, Cassie lives in Omaha with her husband and enjoys walking her dog, cooking, and making music.

Education

Music Education from University of Nebraska-Lincoln

Master of Music in Conducting from University of Nebraska at Omaha

I love helping people by laying out all their options in front of them for growth and success, whether financially or professionally. The choices we make now can and will have profound effects on the future.”

Gerardo J. Castillo CFP®

Financial Advisor

Gerardo has a B.S.B.A. in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney. Gerardo moved to Omaha from his hometown of Hastings, Nebraska along with his wife, Hannah, who currently teaches at a local Montessori school. Gerardo joined Moylan Kropp as an investment advisor associate in February of 2021. Gerardo enjoys working with clients and helping them reach their financial goals.

Gerardo enjoys reading, walking his new puppy, Poppy, and hanging out with his big extended family.

Education

B.S.B.A. in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney

Certified Financial Planner™

Licenses

Series 7, 66, and state life and health

”

Andrew Hill

Attorney at Moylan Law

Andrew has a B.S.B.A in Business Administration with an emphasis in Business Management from the University of Nebraska-Lincoln and a Juris Doctor from Creighton University of Law. Before joining Moylan Kropp and Moylan Law as an attorney, Andrew was mediating divorces and small claims in Douglas County and had worked in the Retirement Plans Division of Mutual of Omaha assisting their 401k enrollment process.

Since joining Moylan Kropp in March 2024, Andrew has assisted clients in a myriad of different issues beyond estate planning and enjoys continuously learning more about the law to further educate, assist and advise clients on their options and best interests.

I enjoy assisting people with their finances because I believe that good money management leads to a secure, prosperous, and joyful future.”

Claire Hrlevich

Advisor Assistant

Claire graduated from the University of Nebraska-Lincoln with a business degree in finance and a minor in management. She gained a solid grounding in finance during her time in school. Her previous experience as a finance intern and as VP of finance for her sorority has equipped her well for serving our clients.

She is currently working to acquire various financial certifications to continue her learning. Claire is a native of Omaha who enjoys watching Husker football, exploring new restaurants, and taking care of her two energetic dogs.

I strive to make the process of opening accounts and transferring assets as painless and seamless as possible.”

Katherine D. Jensen

Advisor Assistant

Katherine brings with her 14 years of experience and 5 years as an assistant with a local financial advisory firm. She enjoys interacting with the clients and making sure that their needs are met.

Katherine is originally from Aurora, Nebraska and attended the University of Nebraska at Kearney. In her spare time, she enjoys spending time with her family and friends, relaxing at her family farm, being outdoors, and is an avid fan of tennis.

I believe that Financial Planning is the first step in the blueprint of building a successful future for you and your loved ones.”

Nick Larson

Investment Advisor Associate

Nick Larson recently joined our firm in June 2024. Nick graduated from the University of Nebraska-Lincoln with a degree in Finance. He is currently an Advisor Assistant for Sean.

He grew up in Prior Lake, Minnesota and recently moved to the historic neighborhood of Dundee in Omaha. Nick enjoys golfing with friends, snowboarding and watching the Huskers and Minnesota Vikings win games! Nick is currently studying and in pursuit of obtaining his securities licenses.