Our Team

Joseph John - CLU, ChFC, RHU, REBC
Financial Planner, Vice President

Joseph John, a University of Nebraska - Kearney graduate, has been in the financial services industry since 1990.  Joe works with his clients on a one-on-one basis by providing personalized, fee-based financial planning and wealth management services. Joe has earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC) designations. Joe is a Registered lnvestment Advisor (RIA), and is licensed in Life, Health and Annuities Insurance and FINRA Series 6, 63 and 65 registrations.  His passions are his faith, family, exercising and alpine skiing.  He and his wife, Kay, split time between Omaha and Park City, UT.

Paul Rahn – CFP^®
Financial  Advisor

Paul is a is a CERTIFIED FINANCIAL PLANNER™ professional and has been serving his clients since 2015.  He provides comprehensive financial planning that aligns his clients’ resources with the things they value most. Paul believes in educating his clients to help them make informed decisions with their money. Paul graduated with a BA in History from the University of Northwestern – St. Paul. His Licenses include Series 7, 66; Life & Health.  Outside of work you’ll find Paul grilling, running, climbing, and spending time with his wife, Andrea, and three children.

Viki Moore
Account Manager

Viki Moore is the account manager for Marcotte Wealth Management, meeting the needs of our valued clients.  Prior to joining Marcotte Wealth Management in 2008, Viki held various positions in financial services. She entered the industry in 2003 working for an independent broker dealer where she gained valuable insight to the insurance and securities world in various back-office operations roles. Viki’s knowledge and care for our clients has made her an integral part of Marcotte Wealth Management.

Check the background of this firm and investment professional(s) on FINRA’S BrokerCheck.