Who is Nest Egg Wealth Management?
We are a financial firm dedicated to Service, Family, and Trust.
Families create an inseparable bond of trust and good-will. Siblings, cousins, aunts, and uncles all share the same DNA, a similar history, and caring consideration toward one another. They retain the ties that bind, amplifying the confidence they have in each other.
Our clients feel like family to us. We strive to establish strong and deep relationships that last a lifetime. You are not just a name on our ledger; you are a profound relationship motivating us to excel and enable your family’s financial future. Whether you have five digits or seven in your account, you–as a person, as a family–motivate us:
- to engineer better strategies,
- offer more detailed reviews,
- extend professional, personalized financial advice,
- provide education about financial tools without confusing jargon,
- delivering on our commitment to constantly improve and progress as a financial firm.
Mission
Inspiring you to pursue the life you want through the introduction and implementation of innovative, family-friendly financial tools.
Vision
Building our community by encouraging each of its members with the use of sound financial strategies and techniques.
Values
Educate. Innovate. Motivate.
Meet The Nest Egg Team
Our talented team offers a diverse array of experiences and capabilities suited to your distinct needs. You deserve our unique approach delivered to you in a personalized fashion, reflecting our commitment to excellence. Each of our members focuses on the essence of who we are and who we want to be with each and every family.
David Hohmann
CEO
David Hohmann cares about you. He listens, asks for clarifications, and gets to the heart of the vision for your life. When you meet with him, you will experience his deep sense of responsible concern for family, formed while learning about teamwork with his brothers and sisters after his father died. Since that time David has been developing skill sets that help others to help themselves. This has resulted in the development of sophisticated financial plans defined by the ease with which they are implemented and maintained. Nest Egg Wealth Management Inc. will help guide you toward the life you want!
David’s experience as both a private banker and a financial advisor offers a unique insight into both sides of the balance sheet. He recognizes a financial plan is meant to generate a sense of well-being right now and secure a vision for the future. David enjoys utilizing a holistic approach to wealth management, where liabilities and assets are placed in a symbiotic relationship to best pursue your vision. Recently, David called his clients when interest rates dropped to talk them through their options for decreasing their mortgage payments.
David can help you generate new streams of income to enable the things you want in life now while planning for later. His acumen for service and results has been developed by his time at Provident Federal, Associated Bank, Merrill Lynch, and Morgan Stanley Smith Barney. Being a financial advisor is more than the digits in an account; it’s about helping people to live the life they want.
For him, wealth offers you the freedom and liberty to enjoy life more thoroughly. Stephanie, the love of his life, refined his knowledge of wealth management by helping him better understand the purpose of client’s portfolios. Together, they developed the concept of “flexible wealth,” a term that has become integral in the lives of their children and extended family. “Flexible Wealth” encourages spontaneity and creates the environment for a memorable experience with your children or family. It provides the opportunity to take your breath away on the mountainside as you look towards the horizon. It’s the ability to pursue what feeds your soul. “Flexible Wealth” is designed to reflect each stage of your life.
David looks beyond the investing of your money…he wants to help you live the life you want.
Jeannie Basset
Executive Assistant
Perpetual motion best describes Jeannie as she works through the day. Coordinating schedules, connecting with clients, finalizing the paperwork, and so much more makes Jeannie the engine that keeps Nest Egg Wealth Management moving forward. When you call, you will hear her bubbly voice and quickly appreciate her dedication to service. Having been born and raised in Central Illinois, building trusting relationships on a foundation of honesty motivates her to serve you with the familiarity of a family member.
Jesse "JT" E. Jackson-Hohmann, AAMS
Associate
JT was born and raised in central Illinois and understands the values that are important to this community. He is an alumnus of Peoria Notre Dame High School & Illinois Central College where he obtained an Associate in Arts degree. JT is very detail oriented and in turn takes his role as a fiduciary very seriously. When he is not working with clients face to face, he is reviewing & researching to make sure Nest Egg is up to date on current market trends, legislation changes, and any other regulatory changes. JT is David’s son and began working at Nest Egg in 2018 as David’s assistant. Since 2018 JT has become licensed in Life/Health insurance which allowed him to introduce Medicare reviews to the Nest Egg process in order to further support their retired clients. JT is also a licensed financial advisor and in March of 2022 obtained the Accredited Asset Management Specialist, AAMS™ designation. When JT isn’t working you can find him out riding his bike, on a local hiking trail, or spending time with his family & friends.
Kristian Swanson
Associate
Having been born and raised in Peoria, Kristian is familiar with our local community and the Central Illinois lifestyle. Kristian is a graduate of Illinois Central College with three years’ experience in the financial industry. As a licensed financial professional, he spends time getting to know clients and their families. As a valued member of the Nest Egg Wealth Management, Inc team since 2021, Kristian shares our core values and aims to help guide clients towards the life they want. “My focus is serving clients as an advisor in a way that expresses our values for honesty and consistency. I look to establish long-lasting relationships with all of our clients and see them as friends and family.” Kristian has invested years mentoring and coaching youth sports, and enjoys spending time with his son, traveling, and being outdoors.
Shelby Henderson
Assistant
Shelby Henderson is a new assistant with Nest Egg Wealth with 10 years of customer service experience. She studied Culinary Arts at the South Side Mission in Peoria and is a recent graduate of Triccoci University where she uses her business and personalization skills to connect with clients. Born and raised in Central Illinois she understands both city and country lifestyles. Starting at a young age travel and trying new things has been a big priority in her life while traveling abroad for the first time at 13 this is something she continues to share with her family in making new memories. With her specific skill experience and understanding she strives to connect with and build meaningful relationships with all our clients. Shelby is inspired daily by her newly wed husband Tyler and their two young children, Arya who is 4 and Oliver who is 2. In her free time she loves to spend time baking for family and holiday events, taking walks with her family and dog Cali, crochet, as well as makeup doing for parties and weddings.
Frequently Asked Questions
How do I start a 401(k)?
For those who are not self-employed, many times your employer will offer this opportunity after you have worked for them for several months. In this case, you will need to file the appropriate paperwork to have the deposits taken out of your paycheck. Sometimes your employer will offer what is called a Self-Directed Brokerage Account. This is where you get to choose who manages your 401(k). Our established relationships with some of the well-known portfolio managers in the country may be available to you. When you work with us, we can help you establish your Self-Directed Brokerage Account.
How do I start investing money?
Your first step is to start saving. With the amounts you hold back, you can start placing that money in varied investments appropriate to your financial situation. We highly suggest you contact us to discern your tolerance for risk, the suitable strategies for your financial goals, and to implement and execute your investment strategy with precision and efficiency.
How do I assess my tolerance for risk?
First, answer this question: “What is the purpose of this investment?” Next, consider the timeline. If you want to use the money for something in the next three months, your tolerance for risk will be much lower than if you did not need that money for another 10 years or more. Reach out to us and we will help you define your tolerance for risk in our initial interview. We offer access to Riskalyze, a state-of-the-art e-tool designed to help you recognize your true risk tolerance.
What factors play into how I should plan for retirement?
Age. Dreams. Time. These three elements determine how you will need to prepare for retirement. Your age reveals your potential earning capacity, as well as the amount of deposits you will be able to make. Your dreams will offer insight into the life you want to live once you have retired. Defined by those dreams, we gain insight into the financial tools that will encourage your plan for retirement. With an understanding of how much time we have between now and when you retire, we implement strategies and a rational plan to pursue it. Ready to have us help you answer those three questions? Create your customized plan and contact us.
Schedule An Appointment
How do I use my 401(k)?
Do you have a Roth option inside your plan? Does your employer match your contributions? Do you know if you are maximizing your income tax mitigation strategy? Do you know what the maximum contribution limit is? Visit with us to gain deeper insight into your plan.
Where should I be investing money?
Are you building or withdrawing? Are you investing for yourself or yourself and others? Is it for higher education? A bigger house? A confident retirement income stream? As much as we would love to give one simple answer, your investment strategies depend first and foremost on YOU. We offer custom strategies to your investment needs. Let our experience help define the “You” in your investments.