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About Us
Rich Morris Rich Morris
402-420-6138
rich.morris@sagepointadvisor.com

Rich is a founding partner with First Financial Investments & Insurance. He is a graduate of the University of Nebraska with a double major in Finance and Accounting. Rich as passed the CPA exam and is also a Chartered Life Underwriter (CLU). He holds a series 7, 63, 24, and 65 securities license. He also holds a health and life insurance license.

He has spent the last 20 years helping clients establish retirement goals, diversifying investments, creating estate plans, working with insurance needs, tax planning, and implementing a plan to achieve a tax efficnent income strategy.

Rich and his wife, Jill, have three children and enjoy supporting all University of Nebraska athletic programs.



Bob Frank Bob Frank
402-420-6403
bob.frank@sagepointadvisor.com

Bob is a founding partner with First Financial Investments and Insurance. Bob holds a Series 7, 63, and 65 license. He graduated from the University of Nebraska-Lincoln. He is a lifelong Lincoln resident.

Bob has been in the financial industry since 1998. Bob has been a partner with First Financial since its inception in 2011. Bob enjoys the face to face interaction with his clients as he assists them in achieving their financial goals. Bob will help you navigate the road in the ever changing world of the financial services industry. Bob finds great satisfaction assisting his clients building their wealth both leading up to retirement and in their retirement years. First Financial is proud to offer both fee-based, and commission based advisory options which allows clients to choose which option is best for them.

Bob, and his wife Monica live in Lincoln with their three children Danny, Aaron, and Olivia. Bob enjoys reading, and spending time coaching and attending his children's sporting events.
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 Securities and investments advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered by Rich Morris are independent of SagePoint Financial, Inc. Insurance services offered through First Financial Investments and Insurance.  All entities listed are unaffiliated.
 
Bob Frank is licensed in the following states; AR, AZ, CO, FL, IA, IL, KS, MD, NE, NJ, OK, OR, and SD. Rich Morris is licensed in the following states: CO, IA, IN, KS, MA, NE, and NY.
 


Check the background of this financial professional on FINRA's BrokerCheck.