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 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, granddaughter, Chloe and grandson, Cohen.

 

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

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 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 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®

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

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®

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

Elizabeth P. Schumacher

I find joy in meeting and getting to know clients and using my experience to provide the best customer experience possible.”

Elizabeth P. Schumacher

Advisor Assistant

Elizabeth is a native of Omaha and joined us after working in banking for three years as the lead teller of a local banking institution. This gives her a solid background in customer service and operations. She finds purpose in creating the best client experience and making those around her feel comfortable and welcome.

Elizabeth and her husband, Thomas, have two sons, Theodore and Cyrus. She enjoys reading, spending time with her friends and family, and exploring the different cuisines that can be found around Omaha.

Molly P. Winquist

Molly P. Winquist

Tax Associate at Moylan Tax

Molly Winquist 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 with 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 during tax season.

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

Jordan C. Larsen

I believe that finances should not be confusing or overwhelming and am passionate that everyone should be able to experience financial peace and freedom.”

Jordan C. Larsen

Investment Advisor Associate

Jordan Larsen graduated from the University of Central Missouri, Cum Lade, with a degree in Finance and a minor in Management.  Throughout her college career she spent her breaks working in the financial industry in various roles.  Jordan has a passion for helping others and the financial industry and loves that her role at Moylan Kropp encompasses both.

Jordan and her husband, Noah, live in Omaha with their son Miles who was born August of 2020 and their Labrador retriever, Maverick. They welcomed their new little bundle of joy, Callum, October of 2022! In her free time, she enjoys spending time outside, reading, and traveling.

Education

University of Central Missouri, Cum Lade, with a degree in Finance and a minor in Management

Licenses

Series 7, 66, and state life and health

Katherine D. Jensen

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.

Gerardo J. Castillo

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

Investment Advisor Associate

Gerardo has a B.S.B.A. in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney.  Recently, he has worked as a client advocate with a national insurance company based in Omaha.  Gerardo moved to Omaha from his hometown of Hastings, Nebraska along with his fiancé, Hannah, who currently teaches at a local Montessori school.

Education

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

Licenses

Series 7, 66, and state life and health

Taylor B. Benson

I truly believe that investing in yourself is the wisest investment decision you can make, and it brings me great fulfillment to help clients invest in themselves and their future!”

Taylor B. Benson

Advisor Assistant and Paralegal at Moylan Law

Taylor graduated from Creighton University with her Bachelor of Arts. She went on to receive her Juris Doctorate from Lewis and Clark Law School. She has had internships and work experience at a variety of law firms and organizations and uses her experience and knowledge to support Moylan Law services. Originally from the Pacific Northwest, she loves coffee, hiking, discovering new music and attending concerts, and enjoys spending time with Blaise, her Cavalier King Charles Spaniel.

Education

Bachelor of Arts from Creighton University

Juris Doctorate from Lewis and Clark Law School