Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Monica Greenlee
Financial Professional
(402) 362-1122
As a CERTIFIED FINANCIAL PLANNER™ professional, Monica has worked with clients in all areas of financial planning including retirement, investments, tax, employee benefits, agricultural and small business, and estate planning strategies. She has taken the lead in the research, construction and management of client investment portfolios, taking into account the clients' risk tolerance, time horizon and goals, with an eye for goals of maximizing tax efficiency and minimizing costs.
Having one-on-one relationships with clients coupled with the responsibility to act in their best interests as a fiduciary in advisory relationships, has made financial planning and investment management a personally rewarding career choice for her. She is keen on championing the financial independence of her clients.
Monica surrounds herself with other professionals in tax, estate planning strategies and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.
She is a big believer in partnering with clients and empowering them to make the most appropriate decisions for themselves and their families and strives to speak in plain English to simplify complex information. She has been in the Financial Services field since 2011.
EDUCATION:
- BS, Finance and Marketing, Creighton University, Omaha, NE
- Graduate Economics Program, Economic Forecasting, University of KS, Lawrence, KS
PROFESSIONAL DESIGNATIONS
- Certified Financial Planner™, CFP®
LICENSES AND REGISTRATIONS:
- Series 7 General Securities Registration through LPL Financial
- Series 66 Uniform Investment Advisor Law Exam through LPL Financial
- Life/Health/Disability Insurance
ORGANIZATIONS:
- Financial Planning Association
- Nebraska Financial Planning Association
Melissa Crabtree
Administrative Assistant
402-362-1122
Melissa has been with HSB Financial Planning since 2024. She received her Bachelor of Science Degree in Business Administration from York College (now York University) and has Insurance licenses in Property & Casualty (2022), and Life & Health (2023). Melissa is originally from Giltner, Nebraska but now resides in York, Nebraska with her husband Brian and many furry animals. Melissa loves volunteering for various programs some of which include, Yorkshire Playhouse, Manna Resort Christian Camp, and Teen Reach. She enjoys doing anything creative and hands-on. Melissa is excited to learn and help empower Monica and the clients she serves.