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Team

We are proud to invest in and be part of the Omaha community. What’s more, with an average of 30-plus years of experience, our investment team brings varied investment insights to building clients’ portfolios.

Patrick Riordan

Director of Client Services and Business Development

Executive Team

Tom Sudyka

Tom Sudyka

Partner and Portfolio Manager

Adam Yale

Adam Yale

Partner and Portfolio Manager

Bruce Van Kooten

Bruce Van Kooten

Partner and Portfolio Manager

Chad Clauser

Chad Clauser

Partner and Portfolio Manager

Patrick Riordan

Patrick Riordan

Director of Client Services and Business Development

Operations Team

Christine Walker

Christine Walker

Director of Operations

Monica Davis

Monica Davis

Client Services Manager

Charlsa Smith

Charlsa Smith

Client Services Manager

Navigation

About
Who We Serve
Wealth Management
Investment Management
Team
Insights
LK Balanced Fund

Contact Details

402-392-2606
1926 S. 67th St., Suite 201
Omaha, NE 68106
[email protected]

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Lawson Kroeker Investment Management, founded in Omaha, Nebraska is a third-generation wealth management firm that helps a select group of high-net worth clients achieve their life goals by providing investment advice and building custom investment solutions. Our clients include those nearing or in retirement, business owners, career professionals, and people with new and special situations in their financial lives, such as the sale of a business, inheritance, widowhood, divorce, or a generational wealth transfer. Lawson Kroeker’s disciplined, patient investment management process focuses on owning a small group of individual businesses’ stocks and bonds. Established in 1986, the firm has approximately $600 million in assets under management.
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