Our Founders
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20 Years and Going Strong

Co-founders Justin Widick and Chadd Hoeft started Asset Strategies in 2002. Today, their driving goal is still the same as it was in the beginning – to educate their clients about their financial situation, show them how their money can best work for them, and help them meet their financial goals. Over the past 20 years, Justin, Chadd, and the other financial advisors at Asset Strategies have helped their clients pay off mortgages, send their children to college, become debt free, and grow their wealth.

Chadd Hoeft and Justin Widick currently serve as members on Dave Ramsey’s SmartVestor Council. The SmartVestor Council is a team of 17 investment professionals nationwide that aim to help Dave and his team direct other financial professionals in serving Dave Ramsey listeners.  These top individuals from around the nation were chosen from over 800 Dave Ramsey SmartVestors to serve on the council. Chadd and Justin have been members since the council was formed in 2014. They focus on best practices for investment, retirement, and financial planning strategies as well as customer service.

Get to know Justin and Chadd – then contact us to schedule an appointment or request a free 15-minute telephone consultation to see how we can help you reach your financial goals.

Asset Strategies' co-founder Justin Widick
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Justin S. Widick

Co-founder & Investment Advisor Representative

If people can get their arms around their finances and tell their money what to do and not have it go the other way, it makes such a huge difference for them and their personal relationships. It's such a huge win for them, and that's what gets me excited.

Asset Strategies' Co-founder Chadd Hoeft
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Chadd J. Hoeft

Co-founder & Investment Advisor Representative

Having done this for over 20 years now, we've built relationships with people. Clients have become friends of ours so we get really excited seeing all these different milestones that they create with their families and being able to celebrate those with them.

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Need to talk to someone right away? Call us at (402) 933–4642.

Asset Strategies

At Asset Strategies we believe in helping clients live financially free while building a legacy for generations to come. Our financial advisors have been proudly serving the needs of families in Omaha and Lincoln, Nebraska and the surrounding areas.
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Omaha Office
Hours: Mon – Fri 8:30am – 5:00pm
14450 Meadows Blvd, Suite 1 Omaha, NE 68138 (402) 933–4642
Lincoln Office
Hours: Mon  12:00pm – 5:00pm 
Tues – Fri 8:30am – 5:00pm
5630 S 84th St, Suite 104 Lincoln, NE 68516 (402) 933–4642

Jump to: Background  |  Financial Philosophy  |  Personal Background  |  Quote

Background: Chadd Hoeft began his career in 1999 and co-founded Asset Strategies in 2002. Because of his experience, integrity, and professionalism, Chadd has been helping Dave Ramsey and Ramsey Solutions fans with their investments for nearly 19 years. Chadd believes in the principles that Ramsey Solutions teaches and serves each client using those investment philosophies. Chadd is an investment advisor representative and registered representative holding series 6, 7, 63, & 66 registrations with Western International Securities.

Financial Philosophy: Chadd believes that the best approach in helping clients is to get to know them personally. “It is important to sit down with the prospective client and take time to learn who they are.” Chadd strives to understand their financial concerns to identify areas in which he can add value to their lives. The next step is to educate the client on the game plan that has been built. “It is the client’s money; they need to be educated on how their accounts are being invested.” Furthermore, Chadd’s goal is to serve his clients over the long-term. “Whether it is the accumulation phase or the distribution phase, we want to be here to help our clients make good decisions.”

Personal Background: Chadd was born in Grand Island, grew up in Omaha, and graduated from the University of Nebraska-Lincoln. His home is in Elkhorn with his wife Suzi, son Drew, daughter Campbell, and wheaten terrier, Wrigley. Chadd and his family’s Christian faith are very important to them. He happily serves on a couple of boards at their church. You’ll find Chadd spending time with family and friends and coaching Drew’s football, baseball, and basketball teams. He is an avid sports fan. If one of his favorite teams is playing, he will be watching with high interest.

"Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to do your best to become the best that you are capable of becoming."

John R. Wooden

Jump to: Background  |  Financial Philosophy  |  Personal Background 

Background: If you had asked Mandy what she wanted to be when she was growing up, she would have said she wanted to be a dancer like her mom.  She never would have imagined herself following in her father’s footsteps instead, pursuing a career in the field of business.  After being a stay-at-home mom for 12 years and having personal experiences with her own financial advisors, she realized that this was the path for her.

Mandy has been in the industry since 2016.  Her undergraduate work was completed at The Master’s College, and she later earned her MBA from Bellevue University. She is an investment advisor representative and registered representative holding series 7 and 66 registrations with Western International Securities.  Mandy is a licensed fiduciary.

Financial Philosophy: As the common saying goes, “most people don’t plan to fail, they simply fail to plan” and Mandy understands that the topic of money is not generally something folks want to talk about.  Addressing one’s financial situation, for a variety of reasons, oftentimes gets pushed to the back burner.

Mandy enjoys educating her clients – ensuring they understand their investments and how they work.  She is passionate about building relationships, answering questions, and guiding her clients along the way.  She steps back and looks at the big picture, outlining a path for her clients to follow that leads them to their goals.  She is very passionate about this process, treats her client portfolios with the care and commitment she would her own, and finds her job extremely rewarding.

Personal Background: Mandy was born and raised in Montana. She has since traveled the world and now resides in Nebraska with her husband and three boys. She enjoys exercising, finding adventures outdoors with her family, and a good glass of wine over conversation with a friend.

Jump to: Background  |  Financial Philosophy  |  Personal Background  |  Quote

Background: Justin grew up on a farm ranch in Southwest Nebraska. Justin began his career as an advisor in 2000 and co-founded Asset Strategies in 2002. As an Investment Advisor Representative with Western International Securities, Justin has been helping Dave Ramsey and Ramsey Solutions fans with their investments for nearly 19 years because of his experience, integrity, and professionalism. Justin believes in sharing the same investment philosophies with his clients that Dave teaches on his program. He enjoys helping clients begin their journey to building wealth and helping clients manage the wealth they’ve already accumulated or inherited.

Financial Philosophy:

Justin tries to put himself in his client’s shoes when making recommendations. He values trusted and honest relationships, and that is the kind of advisor he wants to be for his clients. Additionally, Justin wants his clients to feel like they can come to him with all of their financial questions. “Whether it is about investing with us or making a personal financial decision outside of our company, I want my clients to feel comfortable talking to me about the decisions they are faced with.”

Justin is also knowledgeable and strives to educate his clients on the investing options they have. He does not believe “one size fits all”. “Each client has their own unique interests and situation, and I want to make sure my recommendations fit their individual goals.”

Personal Background: In his spare time, Justin enjoys coaching youth sports, reading, trips to the farm ranch, spending time with friends, and serving in his church. He lives in Plattsmouth, Nebraska with his wife Jenny, daughters Rachel and Ashleigh, and son Braden. Justin graduated from Hastings College with degrees in Business Administration and Economics. He is an investment advisor representative and registered representative and holds series 6, 7, 63 & 66 registrations.

"It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat."

Theodore Roosevelt

Schedule Your Free, No-Obligation Zoom or Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

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