
About Us
An Investment Advisor from the Old School.

An Investment Advisor from the Old School.

We are an independent company. We speak plainly, don’t sell financial products, and do our financial planning and investment management in-house. You speak with the actual people managing your money for you.
The right experience, education and character to help you.

Chief Executive Officer
& Financial Planner
Matt joined America First in 2005. He was named CEO in 2025, having served most recently as Chief Operating Officer. He earned a Bachelor of Science in Computer Engineering from the Peter Kiewit Institute of the University of Nebraska.
Matt is a holder of the CERTIFIED FINANCIAL PLANNER certification.
He is married to Sara and has five children.

Financial Planner
& Vice President
Katerina joined America First in 2008. She previously worked for a financial planning firm in Omaha. She has a Bachelor of Science in Business Administration from the University of Nebraska at Omaha with an emphasis in Finance, Banking and Investments.
She is a holder of the CERTIFIED FINANCIAL PLANNER certification.
Katerina is married to Zach and has three children. Born in the Czech Republic, Katerina became a US citizen in 2017.

Chief Compliance Officer
& Chief Financial Officer
Drew joined America First in 2023. He most recently served as Director of Accounting for an international firm based in Lincoln. Drew also supervised audit teams locally for a Big Four accounting firm. He is a proud graduate of Creighton University with an accounting and finance degree. He’s also an avid Bluejay basketball fan.
Drew is married to Valerie and has four children.

Managing Director
Eric joined America First in 1997. Previously employed by Wallace R. Weitz & Co, he also served as Vice President and Manager of Equity Strategy in the Trust Division of Firstier; EVP and COO of Westchester Capital Management; and as Securities Analyst for Kirkpatrick Pettis Smith Polian. A graduate of the University of Nebraska, Eric holds the Chartered Financial Analyst designation and is past President of the Omaha-Lincoln Society of Financial Analysts.
Eric is married to Denise and has two children and three grandchildren.

managing director
& Director of Research
Barry joined America First in 2004. He was a VP and securities analyst/portfolio manager with KPM Investment Management; an analyst with Wallace R. Weitz & Co.; and VP and head of fixed income for the Trust Division of Firstier. A graduate of the University of Nebraska at Omaha with an emphasis in economics, he holds the Chartered Financial Analyst designation.
Barry is married to Rhonda and has a son.

Financial Advisor
Steve joined America First in 2025. He comes to us with experience in business and banking where he spent his time analyzing financial data and working to help businesses and owners meet their goals.
Steve earned his Bachelor of Science in Business Administration from the University of Nebraska Omaha and his MBA from Midland University.
Steve is married to Jen and has three children.

Client Care Officer
Amy joined America First in 2018. She previously served as Operations Manager for Westchester Capital Management, a financial advisor in Omaha. She also worked as a sales assistant with a national brokerage firm. Amy received her degree as an Executive Assistant from the Nebraska College of Business.
Amy has two children and one grandchild.
+ While we buy the same securities for our personal accounts that we purchase on behalf of our clients, individual trade timing, weightings, and cash levels will vary based on personal financial circumstances. Employee trades require pre-clearance and must abide by the same guidelines in our code of ethics, which is designed to uphold our fiduciary duty to clients. This statement applies only to securities purchased at our firm’s discretion (i.e., not client-directed).
++ Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
+++ Chartered Financial Analyst® and CFA® are trademarks owned by the CFA Institute.