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About Us.

The staff at Ferris Financial Group is committed to offering you comprehensive strategies that can help you in your financial decision-making. There is no magical formula for choosing a plan, but our team of financial consultants is here to help you evaluate and select a plan that is most suitable for your situation. With varying levels of plan participation, diversification, coverage, risk, and growth potential, our goal is to work with you to customize a plan to make saving for your future a rewarding experience.

What Makes Us Different.

We communicate with you the old-fashion way. It’s our job to reach out to you as often as possible to make sure your needs are being met. So forget the harassing phone calls with the scripted sales pitch—or worse yet—the advisor that never contacts you. Ferris Financial Group devotes its time and energy not to product quotas and sales goals, but to understanding your individual financial objectives. 

We’ll leave the industry lingo behind. Choosing a path for your financial goals can be intimidating, especially when you are met with a commissioned sales person. Rest assured; Ferris Financial Group has no agenda other than your success. We give you sound advice based on the best options for you and your financial wellness. 

Our Goal.

The staff at Ferris Financial Group is committed to offering you comprehensive strategies that can help you in your financial decision-making. There is no magical formula for choosing a plan, but our team of financial consultants is here to help you evaluate and select a plan that is most suitable for your situation. With varying levels of plan participation, diversification, coverage, risk, and growth potential, our goal is to work with you to customize a plan to make saving for your future a rewarding experience.

​Many people think that financial advisement is for building a retirement plan only, but we serve in other capacities, too. In fact, we can help you with any financial situation.

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Meet Our ​Team.
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Steve Ferris 
Financial Consultant

A Nebraska native, Steve Ferris was born in Norfolk and raised in Columbus where he graduated in 1968.  After high school, Steve attended Wayne State College in Wayne, Nebraska for two years before transferring to the University of Nebraska—Lincoln (UNL) where he earned his bachelor’s degree in business administration.  He went on to earn his master’s degree in business administration from UNL.

For 25 years, Steve served in the State of Nebraska’s budget division.  In 1995, he began working for AG Edwards, and in 2001, he was employed with Morgan Stanley. Then, in 2005 Steve made the decision to open a branch of LPL Financial; DBA Ferris Financial Group, LLC in Lincoln, Nebraska.

Steve is married to his wife Barb.  He enjoys most sports and plays on two golf leagues.  Steve is a member of First Plymouth Congregational Church.  He is a life member of the University of Nebraska Alumni Association, a life member of the Optimist club, member of Military Officers Association, and a member of Lincoln Independent Business Association (LIBA).  
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Steve is retired from the National Guard after 28 years of service with the rank of Lieutenant Colonel.​

Matt Ferris
​Financial Consultant

Since 2006, technology and the financial world have changed considerably.  The first iphone didn't come out until 2007 and Facebook and Amazon were just getting started.  We have come a long ways in just over a decade and Matt is here to help you navigate the ever-changing financial landscape.  Matt has been with Ferris Financial Group since its beginning.

When Matt is not in the office, you can find him working in the yard, playing golf, or spending time with his family in the outdoors.  He enjoys watching and playing sports as well as an occasional pitch game with his friends. 

Marcus Schmidt
Financial Consultant / Life Insurance

Marcus has a passion for personal finance.  He believes each client's story, situation and desires should be looked at individually.  This comes through with his desire to deliver a Financial Plan to each client based on their wants and needs. Marcus will specialize in the budgeting, planning and projections of your financial well being.  
 
Marcus was born and raised in Lincoln, but currently resides in the Gretna area. He and his wife, Melanie, have 3 children and spend lots of time on the baseball/football fields, basketball courts and any other sporting arena you can imagine!

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Brad Miller
Financial Consultant

​With a Finance degree from the University of Nebraska and two decades of leadership in a successful family business, Brad brings a blend of analytical expertise, entrepreneurial insight, and hands‑on management experience. His career has been shaped by a strong work ethic, a commitment to long‑term growth, and the ability to adapt and thrive in changing markets.

Brad has a deep passion for the stock market and continuously seek out investment opportunities that create value. Outside of work, he enjoys family time with his wife, Lori, and their two children.  Brad is focused on finding that tue balance between professional drive and personal fulfillment.

Shelby Ferris
Operations Manager

Shelby is often the first person to greet you, whether you are stopping in or calling the office.  She helps with the day to day operations at Ferris Financial Group.

When Shelby is done hauling the kids to their activities, you can find her decorating the house, planting flowers, or taking a stroll on the the neighborhood walking paths.  Shelby joined Ferris Financial Group in 2015.

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Contact us today to set up an appointment with our professional staff to learn more about the tools and
​support available to you in building, managing and maintaining your investment portfolio.

Contact Us