Loy is the Co-Founder, Wealth Partner, and Chairman at Cleartrek Wealth Partners. With nearly 50 years of experience in financial services, he helps clients make informed decisions about their financial goals.

He began his career with Ellis, Holyoke & Company in 1976. After its acquisition by A.G. Edwards & Sons in 1978, he spent 30 years growing his practice. Following the mergers in 2008 and 2009, he joined Stifel in 2010, and in 2025, he co-founded Cleartrek Wealth Partners.

Loy is committed to improving the quality of service for clients, with the goal of helping them address their needs and better assess the various investment options that may interest our clients. Clients can expect honesty and a valued relationship built on trust.

Born and raised in Nebraska, Loy earned a B.S. from the University of Nebraska-Kearney and a Master’s in Educational Administration from the University of Nebraska-Lincoln. He has been Series 7 licensed since 1976.

Loy is a member of the University of Nebraska-Lincoln Chancellor’s Club, the University of Nebraska-Lincoln Alumni Association, and the Country Club of Lincoln. He is also a founding member of Dismal River Golf Club. He has also served on the Board of Directors for the Country Club of Lincoln and the Westminster Presbyterian Church Foundation.

Outside the office, Loy enjoys golf, traveling, and Nebraska Husker sports.

Matt is a Co-Founder and Wealth Partner at Cleartrek Wealth Partners. With over 16 years of experience, he is dedicated to helping clients navigate their financial futures. He takes a steady and strategic approach, dedicated to providing thoughtful guidance throughout the financial process.

As the leader of the team, Matt is responsible for shaping the firm’s vision and long-term direction. Matt works closely with clients daily, focusing on portfolio reviews, financial planning, and ongoing strategy discussions. He is passionate about helping clients make informed, confident decisions by providing clear, actionable advice. Whether it’s a routine portfolio review or a financial transition, he is committed to being a trusted resource.

Clients can expect an open, honest, and collaborative approach. Matt believes in building strong, long-term relationships by prioritizing transparency and ensuring clients always feel informed and in control of their financial future. He is always available to answer questions, provide guidance, and offer strategic insights tailored to each client’s unique goals.

Outside of work, Matt is a dedicated sports fan, especially when it comes to the Huskers. He enjoys watching his children grow, playing golf, being outdoors, and embracing “lake life.” Time with family and friends is important to him, as is maintaining a balance between a structured routine and an active lifestyle.

Mike is a Co-Founder and Wealth Partner at Cleartrek Wealth Partners. Born and raised in Nebraska, he earned a B.S.B.A. in Accounting and Finance from the University of Nebraska–Lincoln. After spending 12 years in the healthcare consulting and technology industry, Mike transitioned into financial advising to fulfill a lifelong goal of building a career in the financial services industry. He has held roles at NRC Health, HealthStream, Kenexa (an IBM Company), and TalentPlus, and Stifel.

Mike is committed to developing strong, lasting relationships with clients. He also plays an active role in shaping Cleartrek’s internal team structure, focusing on strategies that support efficiency and growth. His disciplined approach and strong work ethic are reflected in his work with both clients and the team.

He is actively involved in both professional and community organizations. His affiliations include being a member of the Alpha Tau Omega Fraternity, Ducks Unlimited, Pheasants Forever, the Lincoln Country Club Golf Committee, and serving as a Board Member for the Lincoln Ice Hockey Association. Additionally, he coaches youth hockey and baseball.

Mike and his wife, Denise, have two children, Trent and Grace, along with their British Black Lab, Memphis. As a family, they enjoy spending time at their lake cabin and visiting San Diego, where Denise was born and raised. Mike is an avid outdoorsman who enjoys hunting, fishing, and golfing when time permits.

Mitch is a Co-Founder and Wealth Partner at Cleartrek Wealth Partners. He is a native of Sutton, Nebraska, and earned a B.S.B.A. in Finance from the University of Nebraska-Lincoln.

He began his financial career at Stifel before co-founding Cleartrek Wealth Partners. Prior to his financial career, Mitch had a successful career in healthcare consulting and market research. With a tenured and proven background in sales, service, and operational leadership, Mitch focuses on building trust-based client relationships through transparency and collaboration.

He takes a comprehensive approach to financial planning and is dedicated to adapting strategies to evolving priorities. His goal is to provide clients with clear and strategic guidance that helps them make informed financial decisions with confidence.

Mitch is actively involved in his community as a member of the Sigma Alpha Epsilon Alumni Association, Blessed Sacrament Catholic Church, Knights of Columbus, Sutton Alumni Association, and the Country Club of Lincoln. He also dedicates time to coaching multiple youth sports teams.

Outside of work, Mitch enjoys spending time with his wife, Carrie, and their three children, Elle, Crew, and Tate. They enjoy spending time at their kids’ activities, sporting events, cooking, traveling, and recharging at the lake.

Kasey Hosack is a Director of Client Service at Cleartrek Wealth Partners. She began her career in the finance industry in 2018, became registered in 2020, and earned her FPQP designation in 2023.

Kasey’s role focuses on client relationship and account management, as well as providing operational support and coordinating events.

Clients can count on Kasey to always put their needs first.

Outside the office, she enjoys spending time with her husband and family, traveling, going to the gym, and spending time in the kitchen baking or cooking.

Morgan is a Director of Client Service at Cleartrek Wealth Partners. She brings years of experience in the banking industry, where she held roles as a teller, personal banker, and Service Manager.

Clients can always count on Morgan to be reliable, thoughtful, and genuinely focused on helping them.

Outside the office, Morgan is married with two children and two dogs. She comes from a large, close-knit family and loves spending time with them. One of her favorite hobbies is doing jigsaw puzzles, but never the same one twice!