Our Team

Casey Knake has been advising individuals, families and small businesses for over 30 years. Casey and his team work closely with his clients to understand their unique goals, needs and concerns. Together they analyze and recommend wealth management strategies designed to meet their clients' needs regarding investing, retirement income and charitable giving.

Casey works in the life insurance, investment and estate planning fields along with the corporate retirement strategies market. Over the years, he has formed strategic alliances with many of the CPA and law firms in Omaha and Northeast Nebraska.

Casey has earned a few of the financial industry's most respected professional designations, including Certified Financial Planner™, Chartered Life Underwriter®, Chartered Financial Consultant® and Chartered Advisor in Philanthropy®. He is a member of the Million Dollar Round Table; a group representing financial professionals.

He is licensed in over 40 states and holds Series 7, 6, 65, 63 and is a Series 24 Registered Principal.

Casey joined Heritage Financial Services in 1990. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC. Casey is a volunteer with United Way, the YMCA and has been a Red Cross blood donor for many years.

Effective January 1st, 2020, Casey and his partner Ben Conover purchased the firm - becoming managing partners - and have been working on a number of initiatives to improve the overall client experience within the firm.

Casey and his wife, Wanda, have three children and four grandchildren. They split their time between Omaha and Norfolk.

"Helping you make the most of your money"

_{Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not guarantee of future financial results. Investors should conduct their own evaluation.}

Ben joined Heritage Financial Services in 2008 and is now a partner in Heritage Financial Services. Ben is a graduate of the University of Nebraska-Lincoln with a Bachelor of Finance and is licensed to sell life, health and disability insurance. He also holds his Series 7 and 66 registrations and is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC. 

Ben prides himself in using creativity and out of the box thinking when designing custom financial strategies for his clients. 

Ben is active in the aviation industry and is a private pilot which he accomplished to be more accessible to his clients in several markets.  Though he may be a few hundred miles away, he is able to be there very quickly. He also is a licensed pyrotechnician.

Ben and his wife Sarah have 3 amazing kids, Lucy, Brennen and Dillon (Dilly Dilly). They enjoy traveling and spending time with family.

If they say, “It’s impossible”, remember that it’s impossible for them not for you.

_{Million Dollar Round Table: Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.} 

Tim graduated from University of Nebraska in 1984 and has been in the financial service field since that time. He obtained his LUTCF designation in 1988. Tim has been a member of the Million Dollar Round Table, The National Association of Insurance and Financial Advisors.Tim's financial services objective: to help individuals and businesses with their insurance and investment needs. This includes:

• Estate Plans
• Retirement Strategies
• Life
• Disability
• Health Insurance
• Investments
• Business and Employee Benefits
• Wealth Management

Tim is a past president of NAIFA, the YMCA, and other organizations. He enjoys exercising, spending time with his three children, coaching, and hunting.

"We are never too busy to see if we can help any of your friends, family members, or colleagues."
Tim Brungardt

_{Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.}

_{Tim is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.}

Mark A Brungardt has been a Financial Advisor with Heritage Financial Services since February 2008. His practice specializes in designing Financial Strategies for individual and business, which include retirement planning, investment advisory, risk management and insurance strategies. He holds the Series 7, Series 66, along with the Life/Health/Annuity licenses and is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC.

Prior to joining Heritage Financial Services, Mark played on the 2002-2004 Nebraska Husker football team and graduated with a degree in Business Finance from the University of Nebraska at Omaha. Mark was raised in Norfolk, NE where he spends some time partnering with his father Tim, who has been with HFS in Norfolk for over 25 years. He enjoys staying active in the community through coaching high school football at Omaha Northwest along with various camps. He serves on the Board of Directors for the D.R.E.A.M. organization, whose mission expands opportunities for at-risk you by providing positive role models, experiences and assistance. Outside of the office, Mark enjoys spending time with his family and friends, golfing, and has a passion for wine

Patrick joined Heritage Financial Services in January 2018. He graduated Summa Cum Laude from the University of Nebraska at Omaha with a Bachelor of Science in Business Administration majoring in Economics and International Business. Patrick holds his life and health insurance licenses and Series 7 and 66 registrations and is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC.

Patrick brings 9 years of banking and financial services experience and 5 years’ experience developing corporate financial solutions. This experience coupled with his passion to help others persuaded Patrick to join Heritage Financial Services.

In his free time, Patrick enjoys traveling with his wife, Jessica, and their Labrador retriever named Maddox. Patrick also enjoys running, cycling, bowling, rooting on the St. Louis Cardinals and Nebraska Cornhusker Football and Volleyball teams.

Riley joined HFS in 2023, bringing with him a strong drive to help individuals, families and small businesses create personalized financial strategies. He believes that the financial planning process starts with a clear understanding of each client’s unique goals, needs and concerns. Together, he and his clients develop a blueprint for a financial plan that guides recommendations regarding investing, retirement income and legacy planning.
 
Riley enjoys educating investors and helping them avoid the stress that comes with financial management. He shows a genuine interest in understanding his clients’ perspectives and learning about their situation.
 
Riley holds a bachelor’s degree in finance from the University of Nebraska-Lincoln and has earned the professional designation Chartered Retirement Planning Counselor™. He is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC. He is licensed to sell life insurance and holds Series 6, 7, 63, and 65 registrations.
 
Riley, his wife Abby, their sons, Callum and Beckett, and dog, Kida, reside in Norfolk. In his free time, he enjoys golfing, outdoor activities, and spending time with his family. Riley has volunteered with several organizations including being a mentor with TeamMates Mentoring over the years. Riley served as the chairman for both University of Nebraska-Lincoln and Omaha’s chapters of Ducks Unlimited.