Wealth Management

Accounting Services

For over 17 years, HBE Wealth Management LLC has provided true wealth management services for individuals, businesses, and retirement plans throughout Lincoln and Southeast Nebraska. As a member of the BAM ALLIANCE, the firm provides a holistic, all encompassing investment approach that goes beyond basic advice and incorporates all facets of our clients’ financial lives, from tax and estate planning to risk management, retirement funding, charitable giving and beyond.

For more information on HBE Wealth Management LLC services, please contact us today at 402.423.4343.

“We see past the spreadsheet to understand your most important dreams and goals.”

Our Team

Scott A. Becker, CPA, CFP

Scott A. Becker, CPA, CFP

Managing Partner

sbecker@hbecpa.com

Christopher M. Bedient, CFA

Christopher M. Bedient, CFA

Wealth Advisor

cbedient@hbecpa.com

Zach B. Lundak

Zach B. Lundak

Portfolio Advisor

zlundak@hbewealth.com

Valerie Stranathan

Valerie Stranathan

Client Relationship Specialist

vstranathan@hbewealth.com

Jennifer S. Liliedahl

Jennifer S. Liliedahl

Compliance Officer

jliliedahl@hbecpa.com

Stay Connected

If you would like to take advantage of our ongoing updates, insights, and investor education, please fill out the simple form below to stay connected with HBE Wealth Management LLC.

12 + 14 =

For more information on the BAM ALLIANCE, please click here.

Investment advisor services are offered through HBE Wealth Management, LLC while CPA services are offered through HBE LLP.