Our Associates

Ryan Horner is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional with more than 25 years of experience helping individuals and families navigate their financial lives with clarity and confidence. His mission is simple: to earn his clients’ trust by providing comprehensive wealth management strategies supported by transparent communication, objective guidance, and outstanding service.

Ryan specializes in supporting substantial family wealth through every stage of life, offering a wide range of investment and planning strategies designed to help meet the needs of multigenerational families. As a Senior PIM® Portfolio Manager, he has the discretion to design and manage customized portfolios intended to align with each client’s goals and risk tolerance. This level of tailored management can help clients feel confident, knowing that their investments are cared for by a professional with intention and expertise, allowing them to focus on what matters most in their lives.

Ryan embraces innovative tools like eMoney® to build detailed, real‑time investment and retirement plans that help clients stay informed and confident in their path forward. Proactive communication is central to his approach, and the relationships he builds with clients are among his favorite and most meaningful aspects of his career.

Ryan’s dedication to excellence has earned him consistent recognition as a Forbes Best‑in‑State Wealth Advisor in 2023, 2024, 2025, and 2026*.

Ryan earned his Master of Business Administration (MBA) from the University of Nebraska–Lincoln and holds the Certified Public Accountant (CPA) designation. While he does not provide accounting services at Wells Fargo Advisors, as the firm and its affiliates do not offer legal, accounting, or tax advice, his background gives him a valuable perspective when helping clients pursue tax-efficient strategies with their wealth plans. Earlier in his career, he also served as an adjunct professor in the College of Finance, Banking, and Real Estate at the University of Nebraska–Omaha, where he enjoyed teaching and mentoring future financial professionals.

A lifelong Omaha resident, Ryan and his wife, Katie, are the proud parents of four children. Outside of the office, Ryan enjoys an active and creative lifestyle. He has competed in triathlons, spends time reading and writing fiction, and plays guitar. Ryan and Katie also share a love of music and perform together in a local cover band at venues throughout the Omaha area. Ryan and his family support the American Heart Association, are active members of St. Andrew’s Methodist Church, and contribute to Children’s Hospital through the Parent Advisory Council.

*Forbes Best-In-State Wealth Advisors: Awarded April 2026, April 2025, April 2024, April 2023; Data compiled by SHOOK Research LLC based on the time periods from 6/30/24 - 6/30/25, 6/30/23 - 6/30/24, 6/30/22 - 6/30/23, 6/30/21 - 6/30/22, respectively. (Source: Forbes.com). For additional information: Third Party Award disclosures | Wells Fargo Advisors

Sandy brings more than thirty‑five years of industry experience to the families we serve. Throughout her career, she has supported many of the same multigenerational households, earning their trust through her consistency, loyalty, and unwavering dedication.

Sandy began her career in 1987 at Dean Witter Reynolds before transitioning to Norwest Investments in 1991, where she obtained securities registrations in 1994. That same year, she moved with her team to Kemper Securities, remaining through multiple firm transitions that ultimately became Wells Fargo Advisors. Her multi‑decade tenure with the firm reflects her deep commitment to the families she serves and the long‑standing relationships she has built throughout her career.

Over the course of her career, she has been recognized by Wells Fargo Advisors for her service to clients. Sandy is known for being sharp, driven, and persistent. She thrives on solving complex problems and going the extra mile for both clients and advisors. Her tenacity, follow‑through, and “leave no stone unturned” mindset make her a trusted resource for families who rely on her to navigate challenges of all sizes. If there is an obstacle to overcome, Sandy is the person who will break through barriers to make sure clients receive the help they need — all with a warm smile and a positive attitude. Her favorite part of the job is the variety in each day and the meaningful relationships she has built over the years.

Outside the office, Sandy enjoys spending time outdoors, especially flower gardening and spending weekends at the lake with her three children and six grandchildren.

Katie brings creativity, care, and precision to our team, supported by more than twelve years of experience in the financial services industry, including six years dedicated to serving the complex needs of high‑net‑worth families.

She began her Wells Fargo career in 2014 within Community Banking, where she built a strong foundation in leadership, team development, and client experience. During that time, she focused on coaching and developing high‑performing branch teams and ensured clients received thoughtful, attentive service.

In 2020, she transitioned into Wells Fargo’s Wealth and Investment Management division, supporting senior private bankers, wealth managers, and financial advisors. Over the years, she developed expertise in advisor marketing, client engagement, and relationship management. Katie joined Neary & Horner Financial Consulting Group of Wells Fargo Advisors in 2026, bringing a unique blend of operational strength, strategic marketing insight, and a solutions-focused mindset.

Today, Katie supports our clients in a highly personalized operational role, ensuring their needs are handled accurately, promptly, and with genuine care. She enjoys building meaningful relationships and wants her clients to know that if they need something, she is someone they can trust to see it through. Integrity, honesty, and open communication guide her approach to work, and she is known for her calm confidence, positive energy, and attention to detail.

Outside the office, Katie is an avid traveler who has explored some of the world’s most memorable destinations, with Costa Rica, Scotland, and South Africa among her favorites. She enjoys reading, spending time outdoors, travel photography, and making memories with her husband and their two dogs. She is also passionate about supporting local animal rescue organizations by serving as a foster for dogs in need. Katie often jokes that if it were up to her, her backyard would double as a wildlife sanctuary.

Whether she is advocating for clients, caring for animals, or exploring new places, Katie brings curiosity, warmth, and dedication both inside and outside the office.