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Dave Swan

Wealth Advisor

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Michaela Speer, CFP®, ChFC®

Wealth Advisor

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Financial Planning
Contract Review
Disability & Life Insurance

Tax Consulting
Retirement Planning
Real Estate Investment
Estate Planning

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Justin Nabity, CFP®, CLU®, ChFC®

Founder, Partner, & Financial Planner

Specialities

Financial Planning
Contract Review
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Estate Planning

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Reid Lancaster

Partner

Specialities

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Private Practice Startup
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Physicians Thrive Investment Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Physicians Thrive Investment Advisors, LLC a Registered Investment Advisor in the States of Nebraska, Arizona, California, Florida, Texas or where otherwise legally permitted.

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