Team
Fred W. Schellpeper, Jr.
Chief Executive Officer
Fred is the owner and founder of Sundance Investments LLC. He is a registered Investment Advisor Representative with WCG Wealth Advisors and holds a Series 7 securities registration with LPL Financial. 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. Fred is also a licensed Life & Health Agent in several states.
Fred holds the following list of designations: Accredited Investment Fiduciary (AIF®), Retirement Management Advisor (RMA®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Plans Specialist (CRPS®).
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. 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.
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, among many others.
Lindsay J. Schellpeper
Chief Operating Officer
Lindsay began her career in financial services in 2001 at Ameritas Investment Corp. (AIC), where she held a variety of positions, including Business Development, Sales Manager, Office Manager, and Sales Support for AIC's Retail department. In 2016, Lindsay joined Cetera Advisors LLC as a Field Training Consultant, with the belief that financial planning should be both enjoyable and informative.
Lindsay became part of Sundance Investments LLC in September 2018 and holds Series 7 and Series 24 securities registrations through LPL Financial, as well as a Series 66 registration with WCG Wealth Advisors. She is a registered principal and representative with LPL Financial, providing advisory services through WCG Wealth Advisors. Lindsay is also an Accredited Investment Fiduciary (AIF).
Lindsay earned her bachelor’s degree from the University of Nebraska - Lincoln and spent a year studying abroad in Germany at the Humboldt University of Berlin through an exchange program.
Outside of work, Lindsay is deeply involved in her community, spearheading the local Salvation Army Christmas pajama drive since 2018. She is also the vice president of the Norfolk Public Schools Foundation Board and a member of PEO Chapter CU. In her free time, Lindsay enjoys spending time with her husband Cory, son Kason, and their dogs All Star, Lucky, and Bateman.
Kray Funk
Client Service Specialist
Kray brings over a decade of diverse experience in health care and customer service to his role as Client Services Specialist. A juggler of projects, he is dedicated to providing top-notch service to our clients. He enjoys the diversity of our clients and getting to know and work with them.
Kray was born and raised in Ewing, Nebraska. He relishes in the good life that Nebraska has to offer.
In Kray’s free time, you can find him hitting the volleyball court or enjoying 9 holes of golf with friends. He is a sports enthusiast who enjoys staying active. He also loves spending time with his nephews and his sidekick Lenni the bloodhound.
Marli Garza
Client Service Associate
Marli brings a wealth of dedication to both her career and family. As a loving wife to Rick and mother of three, she enjoys a lively household with four playful pugs. A passionate cook, Marli loves experimenting in the kitchen and sharing her creations with those closest to her.
Marli’s professional journey began at Northeast Community College, where she earned an Associate of Science degree in 2014 with an emphasis on Radiologic Technology. After working as a Revenue Agent for the State of Nebraska, Marli discovered her true passion for business and accounting. She is currently working toward an accounting degree at Northeast Community College and is excited about the future of her professional career.
When she’s not working or studying, Marli cherishes quality time with her family and is eager to continue her personal and professional growth.
JeKayla Thomason
Client Service Associate
JeKayla joined the Sundance Team bringing more than two years of experience as a Senior Tech Support Representative with LPL Financial. JeKayla assists our team with day to day operational tasks.
JeKayla is a South Carolina native and has resided in Clover, SC for the majority of her life. She enjoys spending time with her family, doing balloon artistry on the side, as well as indulging in self-care activities. In her free time JeKayla enjoys reading, trying new restaurants, and making memories with her son.