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Achieving what you want out of life doesn't just happen - it takes big-picture thinking and vision. It takes smart decisions that are right for the long term. And it takes careful planning that accounts for all the variables. The qualities you adhere to as you build your wealth are the same ones you need to preserve it. They're also the qualities you should expect in your financial advisor. When you partner with The Narmi Group, you're partnering with a team that seeks to protect and grow your wealth the right way - with a conservative investment philosophy and your unique financial goals firmly in mind. We don't look for shortcuts because there are no shortcuts. Instead, we take a steady, risk-adverse approach to wealth management that's built on decades of experience across generations and market cycles.


Jon Narmi

Jon Narmi

Director

Jon Narmi is the Founding Partner of The Narmi Group and has been working in the financial services industry since 1971. He holds a bachelor's degree from the University of Iowa and a M.B.A. from Creighton University. Active in his community, Jon sits on the board of the St. Albert School Foundation and the Phoenix House Domestic Abuse Shelter. He lives in Council Bluffs with his wife Candy.

Charlie Narmi

Charlie Narmi

Senior Vice President

Charlie Narmi, Jon's son, co-founded The Narmi Group with his father. Beginning his career in 2001, he holds a bachelor's degree from the University of Iowa. Charlie is involved with the St. Albert Alumni Association and KVSS Catholic Radio, and also coaches basketball at St. Albert Grade School with his wife Melissa. They live in Council Bluffs with their three daughters and son.

Theresa Rynaski

Theresa Rynaski, CFP®

Senior Vice President

Theresa Rynaski graduated from the University of Nebraska at Omaha and began her career in 1993 at Kirkpatrick Pettis, a regional financial services firm. She then moved to Morgan Stanley Smith Barney in 1998. Theresa gives back to her community by volunteering at the Assistance League of Omaha. She lives in Omaha and has one son.

Scott Greenlee

Senior Client Specialist, Private Wealth Management

Scott joined the Omaha branch in 2015 as a Client Specialist with five years of investment experience, and over fifteen years of management experience in several different fields. He has a bachelor's degree in Management from Bellevue University, and holds the FINRA Series 7, 63 and 66 licenses. Scott is active with his son's Cub Scout troop, and enjoys assistant coaching in basketball and football.  He resides in Omaha, NE with his wife Keely, and their son and daughter.


Address: 13609 California St, Suite 400 Omaha NE 68154

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.