Atchison Wealth Team

I have always believed that clients deserve a number of benefits from their relationship with their financial advisor; most importantly is the continued development of implicit trust.  You have to know that your advisor cares about you, your family, and your goals.  That’s what is so rewarding about being able to guide my clients toward their lifelong dreams.  Through every crucial decision I recommend to my clients, I always ask myself if this would be the same prudent financial advice I would want for myself or for my own family members.

The world of investment planning and management is very complicated and often times feels overwhelming through the ups and downs of the market.  One great opportunity provided by this complexity is that, with great diligence and planning, we can construct customized solutions for every family and individual.  Also, Southwestern Investment Group is an INDEPENDENT firm which I believe is very important.  That means that we are not obligated or “encouraged” to sell any proprietary products to our clients.  This allows me to sit on the same side of the table as my clients, to help them find the investments that are in their best interest, not mine.

I strive every day to uphold the highest integrity and to keep the heart of a teacher through and through.  If you, a friend, or a family member would like to sit down and discuss your financial plan, I would be blessed and happy to serve you!

 

Atchison Team - Benefits

Team Members

  • Matt Atchison


    Senior Vice President, Southwestern Investment Group & Financial Advisor, RJFS

       402-505-7700
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    Matt leads our Omaha office.

    Matt is originally from Holdrege, NE and he attended Creighton University where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 17 years. He is an active member of Countryside Community Church and enjoys meeting and working with other Dave Ramsey fans in and around the Omaha community.

    He enjoys spending much of his time with family and friends, traveling, running marathons, and cheering on the Cornhuskers and Creighton Bluejays. He and his wife, Chelsea, have three children, Molly, Ben, and Sam, and he LOVES being their dad.

    Matt has received his Series 7, Series 66, and a Nebraska Insurance, Annuity, Long Term Care, and Disability licenses. His focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in professional money management, tax planning strategies*, and exceptional customer service.

    *Raymond James does not provide tax planning services

  • Sara Clegg - Licensed

    Sara Clegg



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    Sara Clegg is a licensed financial advisor and assists Matt and Casey as they provide comprehensive financial planning to clients. She is passionate about financial literacy and recognizes the importance of having a plan for accomplishing life’s goals.

    Sara grew up and graduated from high school in West Point, NE. She attended the University of Nebraska-Lincoln where she graduated with honors and received a bachelor’s degree in marketing. Sara joined Southwestern Investment Group in 2017 and brings over a decade of financial industry experience to the Atchison Wealth Team.

    Sara lives in Gretna with her husband, Andrew, and their two sons, Will and Sam. She enjoys spending time with family and friends, listening to podcasts while running, and reading non-fiction.

  • Casey Newburn



       402-505-7700
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    Casey is Matt’s Client Services Specialist. In her role she provides exceptional service and communication to clients along with undertaking the day-to-day business operations. Born in Oklahoma, Casey grew up in Texas and Omaha alongside her 3 younger siblings. After a 1.5 year stint in Orlando where her husband, Dan, worked for Walt Disney World, they now happily call Omaha home again! Casey enjoys being involved at her church and spending free time with her family and friends, especially her new baby niece, Mackenzie! Casey also enjoys snuggles with her 2 young cats!