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Sandstone Wealth Management

Invest With Someone You Know

To further serve their clients, Heartland Bank has partnered with Sandstone Wealth Management, led by the vision of Hugh Wilkins. Sandstone Wealth Management provides full-service securities, brokerage, and advisory services to assist each client with their needs for investing, financial planning, and estate planning. Hugh’s presence, philosophy, and attention to customer service have been the focus of Sandstone Wealth Management.

 

Having choices is important in investing.

We believe investors' plans should change as their lifestyles and needs do. Through Sandstone Wealth Management, investors are offered an extensive array of investment alternatives and services.

  • Portfolio/Investment Management - Discover the benefits of professional asset management.
  • Estate & Charitable Planning - Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning & Risk Management - Your financial future is important and should be preserved. Don't trust it to just anyone.
  • Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • College Planning - What will it take to deliver the dream?

Meet Your Investment Center Staff
Tyler Daly
AO2A4141-1

 

Financial Consultant

Email: tyler.daly@sandstone-wealth.com

Tyler has been in the financial services industry since 2004 and with Sandstone Wealth Management and Heartland Bank since 2009. He is Series 7, 66 and Insurance licensed to assist his clients with all their investing, financial planning, and insurance needs. Tyler was recently named to the Forbes List of America's Top Next-Generation Wealth Advisor, which recognizes advisors from national, regional, and independent firms. 

Tyler graduated from the University of Nebraska-Lincoln with a Bachelor’s Degree in Diversified Agriculture and was born and raised in the Nebraska Sandhills. This gives him an intimate knowledge and understanding of his farming and ranching clients.

Tyler is married to Rachel, who earned her Doctorate of Pharmacy from the University of Nebraska. They have two children, Camilla and Cooper. Away from business, he enjoys officiating high school basketball in the winter as well as golfing and team roping in the summer.

Check the background of this investment professional on FINRA's Broker Check.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Sandstone Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandstone Wealth Management, and may also be employees of Heartland Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank or Sandstone Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Mike Theis

Mike-2

 

Michael entered the financial services industry in 1981 and has been with Sandstone Wealth Management since August of 2021. He is Series 6, 63, and licensed in insurance as well. Michael has been assisting clientele in the area of Financial Planning, Investing, and Life Insurance Planning.

Michael graduated from the University of Nebraska-Lincoln with a Bachelor of Science Degree in Criminal Justice. He received a certification in Life Insurance Planning in 1986, Personal Financial Planning in 1988, and his Chartered Life Underwriter (CLU) Designation also in 1988, He received his Chartered Financial Consultant (ChFC) in 1989, all from the American College of Financial Services in King of Prussia PA

Michael has three children, Matthew, Eric, and Amanda. His hobbies include deer hunting, Tarpon Fishing, “weekend farming” and “grandkidding.”

Jodi Fisher
AO2A4179-1

 

Sales Assistant

Email: jodi.fisher@sandstone-wealth.com

Jodi joined Sandstone Wealth Management in September of 2006. She has over 23 years of client service, management, and financial experience. In her spare time, she enjoys Zumba fitness, helping her husband farm and raise cattle, and spending time with her family. She and her husband Bradley have two girls, Sidney and Kinsey. 

Samantha Weber

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Samantha joined Sandstone Wealth Management in August of 2021 with eight years of experience as a sales assistant in the securities industry. She is a licensed Life & Health Agent and longtime Hastings resident. She and her husband, Ryan, have two boys, Hayden and Pierson. In her spare time, she enjoys playing volleyball, golf, and spending time with family and friends.

Check the background of this firm on FINRA's Broker Check. 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Sandstone Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandstone Wealth Management, and may also be employees of Heartland Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank or Sandstone Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

 

Your Bank (“Heartland Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

Check the background of this firm on FINRA's Broker Check. 

Sandstone Wealth Management has offices at the following locations: 

212 E. 56th Street, P.O. Box 3229, Kearney, NE 68848  | 308-234-7424

896 G Street PO Box 313, P.O. Box 69, Geneva, NE 68361 | 402-759-3114

3701 Osborne Drive West, Hastings, NE 68901 | 402-463-0101

 
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