Our Team

Anne has worked in the Financial Services industry for 15 years. She has also helped many families design spaces in their homes over the last several years. Forming genuine relationships with clients, and helping them however she can, is a top priority of hers. Anne enjoys spending time with her one-year-old son & husband. She loves dogs, planting flowers & all things decorating!

As one of the newest members of Asset Strategies joining the team in 2023 Crystal joins with 14 + years of experience in the Finance Industry. Crystal is excited to get to know our clients here at Asset Strategies and help them in the process of achieving their financial goals. Outside of work life, Crystal enjoys spending time with her husband, son, dog, and extended family.

Andrea joined the team in May 2023. Prior to that, she was working as an Administrative Assistant for over two years in the financial industry. With her experience, she is committed to help clients towards their financial purpose. Outside of work, Andrea enjoys spending time with her husband, family, shopping and doing projects.

Kalli Mackling joined Asset Strategies in January of 2024. The passion to help people and make a difference is what led her to becoming a part of the team as a Client Services Assistant. The ability to build relationships with clients and help them navigate their financial journey is the best part of her job. Outside of work, Kalli enjoys spending time with her family and friends, reading, and being active.

Kaylee grew up in small town, Waverly, where she got to see first-hand the value of helping a neighbor and community. Her passion for helping others led her to pursue a degree in Pre-Med, however her senior year of college she switched to Marketing due to financial restraints. After graduating college, Kaylee’s one requirement for a job was that she left every day feeling fulfilled and like she made a difference in someone's life, which led her here. In her free time, she enjoys doing house projects, hanging with friends, and playing with her dog Axyl.

Sheneka is passionate about helping others and making a positive impact. She enjoys building relationships with others and being an encouraging and motivational individual. Sheneka worked in the healthcare industry as a Credentialing Coordinator for 2.5 years. In her free time, she enjoys reading, listening to podcasts, and spending time with family and friends.

Chrissie joined the team at Asset Strategies as a client services assistant in June, 2019. Prior to that, Chrissie spent her time raising four children, investing in her husband’s ministry and local Church, and mentoring young females. She is passionate about serving people, making them feel at home, and assisting them in their financial journey.

Amanda joined the team at Asset Strategies as a Client Services Assistant in April of 2022. Prior to that, Amanda spent her time fostering dogs and volunteering with local church groups. She and her husband practice Dave Ramsey's strategies and are on their way to financial freedom.

Ann joined Asset Strategies in June 2022. She has served in several customer service roles including the financial and dental fields. She's passionate about serving people and eager to get to know all our clients. Her hobbies include making handmade greeting cards, spoiling her 8 grandkids, hiking, and travel.

Mary’s career with Asset Strategies started in January 2018 in the Lincoln office. She brings many years of experience in customer service primarily in financial and medical offices. She and her husband have practiced Dave Ramsey’s investment strategies for over 16 years.