Executive Assistant to Scott Kaup / Income Tax Preparer

Annie was born and raised south of Stuart, Nebraska.  She attended the University of Nebraska-Lincoln where she graduated with a Bachelor's Degree in Business Administration and Accounting in May 2004.  She returned to her hometown and joined Kaup's Financial Advisors in October 2004. 

Annie focuses on exceptional customer service in all areas of the business.  She assists Scott with financial planning as well as oversees all of the investment operations.  Annie is responsible for various tasks including resolving and responding to acccount and service related client inquiries, preparing client reports, maintaining client files, and processing paperwork.  She also helps clients with tax preparation and planning and is in charge of the company marketing.

Phone 402-924-3607
Fax 402-924-3609