Our Wealth Management Team

Jim Brock | Jack Engdahl | Tom Gdowski

Can you afford not to have a financial advisor?

Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help provide financial security. Our investment representatives offer insight on how to:

• Fund your retirement

  Even if you've accumulated enough resources for what could be many years of retirement, you'll need a plan to maximize and protect those assets for as long as possible.

• Develop a realistic investment plan

  A plan should seek to achieve your desired level of return without taking unnecessary risks.

• Protect current and future assets

  Without proper insurance and estate planning all your other planning can become useless or depleted by circumstances beyond your control.

• Analyze your portfolio

  To keep you informed of how your investments are performing and to make adjustments as needed.

• Fund a quality education

  College costs continue to rise at an average annual rate of 5-8%*

*The College Board 2003

The Equitable Wealth Management Team:

Jim Brock Registered Representative of SII Investments, Inc. 3012 South Locust Street P.O. Box 160 Grand Island, NE 68802-0160 800-641-5046

Jim has been involved in the financial services industry for almost 20 years. He's a native of Columbus, Nebraska and graduated from the University of Nebraska at Lincoln.

Jim believes that financial success is not an accident but a result of sound planning. He is a firm believer in investment fundamentals and asset allocation - following the philosophy of not "putting all your eggs in one basket".

Jim maintains a strong personal commitment to maximizing his clients' wealth and he receives tremendous gratification from seeing them realize their dreams. Jim's unique perspective and conservative approach to business enable his clients to feel confident and comfortable in a sometimes confusing and difficult investment environment.

When he's not at Equitable Wealth Management, Jim is active in volunteer activities and his local church. He's also an avid fisherman and a self-described "poor golfer".

Jack Engdahl Registered Representative of SII Investments, Inc. 920 South Jeffers North Platte, NE 69101 877-602-7200

Since entering the financial services field in 1987, Jack Engdahl has been committed to providing sound financial advice and quality customer service. After graduation from Kearney State College Jack taught math and coached for four years.

Becoming a financial planner was a natural extension of his teaching days. Jack continues to educate, motivate and shape futures at Equitable Wealth Management. With his unique background, Jack shares a sincere desire to teach clients of all ages and financial status about the importance of retirement and financial planning.

Jack combines professional dedication and personal commitment to offer each client a creative financial plan. He is particularly adept at helping his clients deal with estate planning issues, so their assets can be passed to the next generation in the most tax-efficient manner.

Jack has lived in the North Platte community all of his life and has served on many community boards and organizations. He has always been eager to contribute his time and efforts to give back to his community.

Tom Gdowski Managing Principal of SII Investments, Inc. 3012 South Locust Street P.O. Box 160 Grand Island, NE 68802-0160 800-641-5046

Since 1984, Tom has been assisting individuals and institutions with the management of their financial resources. A commitment to deliver the highest standard of professional integrity and competency has been a standard for Tom during his 20 years in the financial services industry.

Tom uses his experience to help clients and associates strive to reach higher levels of personal accomplishment. His clients and peers benefit from the broad range of investment experience.

Tom is a Investment Advisor Representative of SII Investments, Inc. His NASD Registrations include Series 7, 24 and 65, as well as life and health insurance licenses.

A native of Fullerton, Nebraska Tom is a graduate of the University of Nebraska at Lincoln. He and his wife have two sons.

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SII Investments, Inc. member NASD/SIPC and a Registered Investment Advisor is not affilitated with Equitable Bank or Equitable Wealth Management. Securities and advisory services offered through SII Investments, Inc., are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. SII does not provide tax or legal advice.