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

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

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

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

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

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 6 grandchildren – Olivia, Isla, Bethany, Abigail, Brighton, and Bennett.  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.

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.

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 three grown sons and two grandsons.  Sheri enjoys spending time on the lake.

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.

Licenses

Series 7

Morgan Mattice graduated from the University of Colorado with a degree in International Business. She began her professional career with Fidelity Investments where she created a strong foundation within the financial industry. She acquired multiple licenses during her time with Fidelity while assisting clients with account management and portfolio reorganization.

Morgan was born and raised in Lincoln. She moved to Colorado in 2015 where she later met her husband, Mike, and together they have rescued multiple dogs. Morgan is a part of a large family, which ended up being one of the reasons that brought them back to the Good Life. She enjoys hanging out with her family, friends, and dogs while also finding new restaurants to try with Mike.

Education

Bachelor of Science, International Business from the University of Colorado

Licenses

Series 7, 63, 9