Scott is a CERTIFIED FINANCIAL PLANNER^TM, seminar speaker, and experienced estate and tax planner.  He is a graduate of the University of Nebraska - Lincoln with a degree in Business Administration/Finance, and also attended the estate-planning seminar at the University of Maryland.  Over 40 years ago, Scott returned to his hometown of Stuart and started his business, Kaup's Financial Advisors, Inc.  He currently has 11 employees including his son, Ben, who is a CPA.  Scott and his wife Tracey have three children, Sarah, Annie, and Ben.  They also have eight grandchildren they enjoy spending time with - Coralie, Eliza, Thomas, Quinn, Genevieve, Noah, Reece, and Grace.

Ben Kaup was born and raised in Stuart, NE.  In the spring of 2017, he returned to his hometown and started full-time with Kaup's Financial Advisors.  Ben attended the University of Nebraska at Lincoln earning a Bachelor's Degree in Accounting and Finance and a Master's Degree in Professional Accountancy.  Prior to joining our team, he worked for a top accounting firm in Omaha for three tax seasons.  Ben is a licensed CPA in the state of Nebraska and a member of the American Institute of Certified Public Accountants.  He serves our area farmers, ranchers, small businesses and individual clients with tax preparation and tax reduction strategies.  He also holds his Series 7 and Series 66 investment licenses and assists our clients with financial planning, specializing in retirement income/distribution strategies and advanced tax planning.  He also helps manage our Insurance division assisting clients with all their insurance needs.  Ben is a licensed insurance agent in Property/Casualty, Life/Health, and Annuities.  Ben and his wife Claire have three children, Thomas, Quinn and Reece.

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 account 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.

Lori Lemmer was born and raised in Butte, Nebraska and has lived in Atkinson, Nebraska since 1993.  She attended the University of Nebraska-Lincoln and Wayne State College where she graduated with a Bachelors Degree in Business Administration.  Lori worked for a CPA firm in Sioux City, Iowa before moving back to the area.  She joined Kaup's Financial Advisors, Inc. in the spring of 1999.  Lori's duties include income tax preparation and research, as well as client accounting.

Chaney grew up on a farm outside of Spencer, NE.  In October of 2017, Chaney joined our team as a licensed CPA and tax specialist.

Chaney graduated from the University of Nebraska at Kearney in 2014, earning a Bachelor's Degree in Business Administration with an emphasis in Accounting and minor in Marketing/Management.  Prior to joining our team, she worked in the tax department of a "Big Four" national accounting firm in Omaha for three years. 

She will be serving clients with tax planning and preparation services.

Katie Sicheneder was born and raised in the Omaha and Bennington, NE area. She attended the University of Nebraska-Kearney where she graduated from in 2013 with a Bachelor's Degree in Business Administration with an emphasis in Accounting. Katie worked in Omaha and Norfolk at CPA firms before she and her husband, Riley, decided to return to his hometown of Chambers where they currently reside. Katie's duties include tax planning and preparation services in addition to payroll and bookkeeping.

Susan Myers was born and raised in Atkinson, Nebraska and has lived in Stuart since 1987.  She joined Kaup's Financial Advisors, Inc. in August of 1988.  Susan handles most of the telephone duties and general office duties.  She also works with life insurance service and income tax processing.

Ashli was born and raised in Stuart, Nebraska. She attended the University of Nebraska at Kearney and Chadron State where she graduated with a Bachelors Degree in Business Administration in August 2016.  Ashli currently resides in Stuart.  She joined Kaup's Financial Advisors in January of 2016. Ashli's duties include investment and tax processing and customer service.

Abby Barta was born and raised in Stuart, Nebraska.  She graduated from Stuart High School in 2005 and attended the University of Nebraska at Kearney where she received her bachelor's degree in Business Administration with a focus in Management in December of 2009.  She joined Kaup's Financial Advisors, Inc. in March 2013.  Abby works seasonal during tax season.

Kaye grew up on a farm near Wilsonville, Nebraska.  She graduated from Kearney State College earning a Bachelor of Science in Education.  She joined Kaup's Financial Advisors, Inc. in the fall of 2022.  Kaye assists in the accounting and tax department.

Originally from Seattle, Tina resides in Broken Arrow, Oklahoma, with her husband, Scott.  Before joining Kaup's Financial Advisors, Tina attended classes at Tulsa Community College in Oklahoma and earned her payroll specialist's certification through the school's accounting program.

Tina works remotely for our firm and currently assists in the investment department specializing in client service and communications.

She enjoys spending time with their children and grandchildren whenever possible. She has a passion for both cooking and being on the open road, particularly riding motorcycles and taking trips in the family convertible.

Kayla Bailey was raised in North Platte, NE and currently resides in Hershey, NE with her husband and kids.  She attended Nebraska Wesleyan University where she graduated in 2014 with a Bachelor’s Degree in Accounting with an emphasis in Finance.  Prior to Kaup's, Kayla worked in a CPA firm in Colorado before returning home to North Platte and working at a CPA firm in town.  She then moved to healthcare finance in 2018 and is now returning to public accounting.  Kayla's duties will include tax planning and preparation services including but not limited to payroll, bookkeeping, and individual and business tax.

Tracey is the wife of Scott Kaup.  She is a substitute teacher and helps out with various duties at Stuart Public School.  They have three children, Sarah, Annie, and Ben.  She enjoys spending time with her eight grandchildren, Coralie, Eliza, Thomas, Quinn, Genevieve, Noah, Reece and Grace.

Tracey helps out at the office during tax season.

Claire grew up and attended high school and college in Lincoln, Nebraska.  She attended the University of Nebraska at Lincoln where she obtained her elementary teaching degree.  Claire married Ben Kaup in 2017 and they moved to Stuart.  Claire is currently a second grade teacher at Stuart Public Schools.

Claire helps out at Kaup's Financial Advisors during tax season and pitches in whenever she is needed after the school day.