What you'll learn when working with us is that we’re down to earth and genuine. We believe strongly in comprehensive team-based planning, and take great pride in helping our clients reach their objectives. It's not our job it's our passion.
Andrew J. Wacker, CFP®, MBA
The "Conductor", Founder/Partner, Lead Retirement Advisor
andrew@convergenceplan.com
402.991.5600 ext 201
Andrew was born in Battle Creek, NE where, under different circumstances, he might still be on a farm. He obtained a Bachelor’s Degree in Finance from the University of Nebraska- Lincoln and an MBA from the Carlson School of Management in Minneapolis, MN, where he also advised retirement plan participants at Ameriprise Financial. Andrew has been in the financial industry for over 20 years. Prior to working with personal clients, he spent a number of years assisting advisors across the Midwest in designing and implementing retirement income and wealth transfer strategies. In addition to being a CERTIFIED FINANCIAL PLANNERTM practitioner, Andrew has his Series 63 & 65 Securities Licenses, as well as Nebraska and Iowa insurance licenses.
Andrew founded Convergence Network (before merging with another local firm to create Convergence Advisory Group) after seeing an opportunity to bring his passion for problem solving and helping others into greater focus.
When not working, most of his time is spent on DIY home projects, toys (aka old cars), or camping and spending time with his wife, Julie [the smarter and prettier half] and their dogs, Murphy & Maia.
Learn More About Me
Favorite Food?
Cornbread with maple syrup on top
Favorite Pastime?
DIY home renovation
Favorite Childhood Memory?
Bike tag or home run derbies while visiting grandparents in Madison, NE.
Favorite Movie?
I'm a movie fanatic so naming one is impossible- Sixth Sense, Split, Silence of the Lambs, Man on Fire...about any good and fairly unique suspense/thriller is up there.
Favorite Book?
What's a book?---- I spend way too much time researching and reading online.
Favorite Song?
Tracy Chapman's 'Fast Car'
Favorite Pet?
Dogs....specifically Boxers or American Bulldogs (have 2).
What One Thing Would You Change in the World?
Eliminate cancer
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
You're never going to believe this but your parents are usually right!
One Thing From Your Bucket List?
Write and publish a book
Most Would be Surprised to Know That You....?
I've cut my own hair since I was 20.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Nathan E. Magdanz
The "Mad Scientist", Founder/Partner, Investment Research & Portfolio Construction
nathan@convergenceplan.com
402.991.5600 ext 203
Nathan started his career in the financial industry in 2006, after graduating from the University of Nebraska- Omaha, with a Bachelor’s degree in Business Administration and specialization in Investment Science and Portfolio Management. Before joining Convergence Advisory Group, Nathan worked as an Active Trade Rep for Charles Schwab. Nathan has experience in equity and options trading as well as experience in uncertain data analysis, equity market modeling, and macro economic analysis. Nathan has his Series 63 & 65 Securities Licenses, as well as his Nebraska Life & Health Insurance License.
Nathan and his wife Anna live in Omaha with their 4 children. Outside of work Nathan is just as big a nerd as he is at work. His hobbies include being a DM (Dungeon Master) for his kids’ Dungeons and Dragons campaign, playing games, and working on his long term market analysis project Milton.
Learn More About Me
Favorite Food?
Gyros
Favorite Pastime?
Reading...or Light Saber duals with a 3yr old
Favorite Childhood Memory?
Summers at Beaver Lake
Favorite Movie?
Moneyball
Favorite Book?
Tinker Tailor Soldier Spy
Favorite Song?
The sound of silence
Favorite Pet?
Dog....Airedale and Doberman Pinscher
What One Thing Would You Change in the World?
Congressional term limits
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
To short Enron stock
One Thing From Your Bucket List?
Restore a classic car...and give it a jet turbine
Most Would be Surprised to Know That You....?
Loves to cook and play music (without time for either)
Anthony J. Manganaro
The "Organizer", Partner, Retirement Advisor- Plan Coordinator
tony@convergenceplan.com
402.991.5600 ext 202
Tony has worked in financial services since March of 2002. Since entering the industry he has been providing investment services and financial strategy design to corporate executives, business owners, and professionals. Tony is passionate about providing his clients a coordinated and integrated long-term approach to wealth creation, preservation, and retirement income planning. His mission is to create plans that maximize the efficiency and effectiveness of their dollars. Tony holds the Series 7, 31, & 66 Securities Licenses, as well as Nebraska Life & Health Insurance License.
Tony and his wife Marcy live in Omaha with their 2 children. He enjoys coaching youth sports in his free time.
Learn More About Me
Favorite Food?
Italian
Favorite Pastime?
Baseball
Favorite Childhood Memory?
Winning the state baseball championship in 1994
Favorite Movie?
Forest Gump or Rocky
Favorite Book?
The Richest Man in Babylon
Favorite Song?
Journey's 'Don't Stop Believin'
Favorite Pet?
Dog....Wheaten Terrier
What One Thing Would You Change in the World?
Politics
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
Times flies and to listen more than you speak
One Thing From Your Bucket List?
Traveling to Italy
Most Would be Surprised to Know That You....?
Played the clarinet through the 8th grade
Tyler Kanne
The "Cadet", Financial Advisor, Retirement Planning Operations
tyler@convergenceplan.com
402.991.5600 ext 205
Tyler was born and raised in Omaha, NE. Upon graduating from Omaha Burke High school in 2009, he attended the University of Nebraska-Lincoln where he was part of the Alpha Tau Omega fraternity and graduated in four years with a marketing degree. Before ending up at Convergence, he started his financial advising practice at MassMutual. Here at Convergence he enjoys both working with his peers to focus on wealth accumulation as well as assisting the Retirement Strategies Team in implementing team managed income plans. Tyler has his Series 63 & 65 Securities Licenses, as well as his Nebraska Life & Health Insurance License.
His free time consists of golfing, Husker football, and hanging out with his wife Kristina, their dog, Chloe and their two cats, Stache & Ollie
Learn More About Me
Favorite Food?
Pizza
Favorite Pastime?
Watching sports or golfing.
Favorite Childhood Memory?
Playing backyard baseball.
Favorite Movie?
Anchorman
Favorite Book?
How to Win at the Sport of Business by Mark Cuban.
Favorite Song?
Sirius by Alans Parsons Project (Nebraska Tunnel Walk).
Favorite Pet?
My dog Chloe.
What One Thing Would You Change in the World?
That we literally change worlds and go to Mars (Let's go Elon!)
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
Don't take yourself so seriously.
One Thing From Your Bucket List?
Skydiving
Most Would be Surprised to Know That You....?
I can play the piano.
Colton Koehler
The "Farm Dog", Financial Advisor
colton@convergenceplan.com
402.991.5600 ext 204
Colton has worked in the financial services industry since March, 2011. Colton graduated from the University of Nebraska at Lincoln with a Bachelor’s Degree in Business Administration. He focuses on helping pre-retirees with developing accumulation and protection strategies and works with retiree’s to develop sustainable distribution and income strategies. Colton holds the Series 63 & 65 Securities Licenses, as well as his NE insurance licenses.
Learn More About Me
Favorite Food?
Tacos
Favorite Pastime?
Playing sports
Favorite Childhood Memory?
Working with my dad on our farm in Harvard, NE
Favorite Movie?
Law Abiding Citizen
Favorite Book?
I'm not a big reader. Prefer to spend free-time socializing.
Favorite Song?
Don't really have one. Have a favorite genre - Country.
Favorite Pet?
Dogs
What One Thing Would You Change in the World?
Politics
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
I'd give myself a heads up for 2020
One Thing From Your Bucket List?
Attend the Kentucky Derby
Most Would be Surprised to Know That You....?
Played football at Nebraska
Julie Wacker
The "Chatty Cathy", Client Services Coordinator
julie@convergenceplan.com
402.991.5600 x200
Julie is originally from Elgin, Nebraska. She ventured to the “big city” and upon graduating from the University of Nebraska Omaha, she began a career in financial services as a client relations manager. To say Julie has a passion for helping others would be an understatement. This makes her especially valuable in her role at Convergence Advisory Group.
When out of the office, Julie loves going on camping trips (more like glamping) with her husband, Andrew and their two dogs, Murphy & Maia. She also enjoys spending time with her nieces and nephews or in a good yoga or spin class.
Learn More About Me
Favorite Food?
Fruit/Peanut Butter Smoothies....but that could change next week!
Favorite Pastime?
Hard to pick one. Something not in the main bio section would be binge watching tv shows with lots of popcorn.
Favorite Childhood Memory?
Summers at Grove Lake in Royal Nebraska. My grandparents would take my siblings and I there to go camping. I thought sleeping in a camper, climbing "Chalk Mountain", and roasting marshmallows was soooo cool.
Favorite Movie?
Almost Famous
Favorite Book?
Almost every book I read is my favorite when I finish it until I read the next one.
Favorite Song?
The Beatles 'Here Comes the Sun'
Favorite Pet?
Dogs
What One Thing Would You Change in the World?
End world hunger.
One Thing You Would Go Back in Time to Tell Your 18yr Old Self?
I want to tell myself 2 things. 1) Failure is always a gift and 2) Stop trying to please everyone around you
One Thing From Your Bucket List?
Buy a plane ticket 'day of flight' and spontaneously go somewhere.
Most Would be Surprised to Know That You....?
I used to be deathly afraid of dogs and now I have 2 large dogs that occupy most of my camera roll.