Fred Schellpeper, Jr., MBA, AIF

INVESTMENT ADVISOR REPRESENTATIVE

Fred is owner and founder of Sundance Investments LLC. He is a registered Investment Advisor Representative with Silverleaf Advisors Group. Along with being an Accredited Investment Fiduciary (AIF), Fred is also a licensed Life & Health Agent in several states and holds a Series 7 securities registration with LPL Financial and Series 66 registration with both LPL Financial and Silverleaf Advisors Group. He has been responsible for investment portfolio management, and client education and development since 2002. Fred received his Bachelor's and Master's degrees in Business Administration with an emphasis in Finance. 

Prior to working with LPL Financial, Fred served at Farm Credit Services of the Midlands for 18 years. As a senior lender, he managed loan portfolio commitments with clients in Nebraska, Texas, Oklahoma, South Dakota, and Kansas. In his most recent position of Senior Vice President of the Agribusiness Finance Group, Fred supervised a team of eight senior lenders and support staff.

Community involvement is a priority for Fred, being active in several capacities including Lions Club International, United Way, Animal Shelter of Northeast Nebraska Board of Directors, Battle Creek State Bank Board of Directors, and among others as well.

Fred was involved in the start-up enterprise of the Thermal Design and Quantum Technologies group of companies which has developed energy saving solutions for the building industry for over 30 years. He maintains ownership in the various companies and is Board Treasurer.

 

Lindsay J. Schellpeper, IAR, AIF

LPL REGISTERED PRINCIPAL

Lindsay began her career in financial services in 2001 at Ameritas Investment Corp. (AIC). Lindsay held a variety of positions during her tenure with AIC including Business Development, Sales Manager and Office Manager, Sales Support for AIC's Retail department. Lindsay joined Cetera Advisors LLC in 2016 as a Field Training Consultant. Lindsay believes that planning your finances should be fun and informative. 

Lindsay joined Sundance Investments LLC in September 2018. Lindsay holds Series 7 and Series 24 securities registrations through LPL Financial and a Series 66 registration with both LPL Financial and Silverleaf Advisors Group. Lindsay is a registered principal and representative with LPL financial and provides advisory services affiliated with Silverleaf Advisor Group. Lindsay is an Accredited Investment Fiduciary (AIF). Lindsay graduated from the University of Nebraska - Lincoln where she earned her Bachelor's degree. She spent a year studying abroad in Germany through an exchange program at the Humboldt University of Berlin.

In her free time Lindsay enjoys spending time with family and friends and her two dogs Lucky and Bateman.

 

Kathy J. Sanders

Administrative Assistant

Kathy has a respectful 11 years of experience as a Human Resources Coordinator and brought those skills to the Sundance Investment Team in 2016.

Kathy takes an active role as liaison between clients, respective investment tools and record keepers for qualified plans. Her excellent communication skills make her a valuable resource to the Sundance Team in servicing their clients' retirement plans and building strong relationships within their community.

Kathy is also a Northeast Nebraska native. She attended Norfolk Senior High and Northeast Community College (NCC). She graduated from NCC in 2011 with an Associate's degree in Business. 

Kathy keeps busy outside of the office helping her husband Eric with their family business and spending time with their two children, Rilye and Seth. For fun, she likes gardening, crafting, antiquing and enjoying everyday life moments with her family.

 

Allyson Hoff

Intern