Financial Clarity.
Built Around You.
At inSOURCE Financial Advisors, we believe financial planning should feel personal — not transactional. We partner with individuals, families, and businesses to build strategies that reflect your life, your goals, and your future.
20+ Years of Experience
Hundreds of Families Served
Independent. Objective. Always.
Comprehensive Planning Under One Roof
Who We Are
Independent Advisors.
Genuine Relationships.
inSOURCE Financial Advisors is an independent firm built on the belief that great financial advice starts with truly understanding you. We’re not tied to any single product or institution — which means every recommendation we make is driven purely by what’s best for your situation.
From retirement planning and investment management to business succession and employee benefits, our team brings the depth of a large firm with the care and attention of a trusted partner.
Comprehensive Financial Solutions
Whether you’re planning for retirement, growing your business, or protecting what matters most — we have the expertise to guide you.
Individual & Family Services
Personalized financial planning for every stage of life — from wealth accumulation to retirement income and estate planning.
Business Financial Services
Strategic financial solutions for business owners — including retirement plans, executive benefits, and business succession planning.
Why Clients Choose inSOURCE
Truly Independent
As an independent firm, we have no quotas, no proprietary products, and no conflicts of interest. Our only agenda is yours.
Comprehensive Planning
We look at the full picture — investments, taxes, insurance, estate planning, and business needs — so nothing falls through the cracks.
Long-Term Relationships
We're not here for a one-time transaction. We build lasting relationships and evolve your plan as your life changes.
Experienced Team
Our advisors bring decades of combined experience and hold industry-leading credentials — so you're always in capable hands.
Meet Your Advisors
Real people. Real expertise. Real commitment to your financial future.
Effective January 1, 2025, David Guttery, a valued member of our team, became CEO of inSOURCE Financial Advisors. He looks forward to continuing the momentum Jim Christensen has established. David has been in practice for 34 years and brings a wealth of experience and a deep commitment to providing exceptional service to our clients.
He believes service to the industry is vitally important and has been a member of National Association of Insurance and Financial Advisors as well as a qualifying member of the Million Dollar Round Table for more than ten years at Top of the Table or Court of the Table. He has also been in service with the Ameritas Field Advisory Committee for over 20 years.
David is a Registered Financial Consultant and is a member of the American Academy of Financial Management. He graduated from The University of Alabama in 1991 with a BS degree in Finance. David embarked on his financial planning career immediately following graduation. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.
David believes activity to be important within one’s industry and community. David has served his hometown of Trussville Alabama as a former member of the Parks and Recreation Board, and is a former member of the Trussville City Schools Foundation Advisory Board. David has served upon the Finance Committee of his church, Clearbranch Global Methodist, and for sixteen years, he coached 8th & 9th grade boys basketball teams in the Trussville Parks and Recreation Leagues. David is a life and qualifying member of the Million Dollar Round Table, and has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for 33 years. At the present time, David serves Ameritas as a member of the Field Advisory Cabinet, and has served on various sub committees of the Cabinet, including the Annuity Task Force, and the Broker Dealer Task Force, for over twenty years. David and his wife Teresa live in Trussville, Alabama, and maintain a second home in Lincoln, Nebraska.
David Guttery*, RFC
Bobby is a graduate of the University of Nebraska–Lincoln, where he earned a Bachelor of Arts degree in Psychology and was an active member of Kappa Sigma Fraternity.
He brings extensive experience from his work with national independent marketing organizations and brokerage general agencies, where he provided both internal and external sales support to some of the firms’ most high-performing accounts. In recent years, Bobby has specialized in recruiting new firms and advisors, as well as partnering with general agencies to help execute their strategic business plans.
Bobby joined inSOURCE in April 2025 and serves as a member of the executive leadership team. His focus is on supporting the firm’s advisors and associates, while also leading the development and execution of strategic marketing and recruitment initiatives.
A lifelong resident of Lincoln, Nebraska, Bobby is proud to call the city home. As a University of Nebraska–Lincoln alum, Husker athletics are in his blood. Outside the office, Bobby enjoys spending time with his family, supporting his three children at their sporting events, and—when time allows—hitting the golf course or catching up with friends.
Bobby McCullough**
Jim Christensen has been serving clients in the financial services field since 1982. Two years later, he earned his securities license. For 14 years he worked in the Nebraska agency of Ameritas, until opening inSOURCE in 1996.
Since that time, inSOURCE has grown into an organization offering its clients products designed to change their life and most importantly, providing guidance necessary to help secure financial well-being. Today, clients recognize inSOURCE in five complementary fields: inSOURCE Inc., inSOURCE Benefits Group, inSOURCE Financial Advisors, inSOURCE Real Estate and inSOURCE Rx.
A lifetime Omaha resident, Jim is passionate about taking care of his clients and doing what is best for them. He also enjoys the great outdoors with his family, whether it be snowmobiling in the Northwoods of Wisconsin or boating on Lake of the Ozarks.
James Christensen, Jr.*
Robin joined inSOURCE in 2023 after at 34-year career at Ameritas Life Insurance Corp. Among her accomplishments were serving on a merger integration team, managing a $17 million out-of-state facilities project, managing a data breach, and coordinating the company’s COVID-19 pandemic business continuity response.
Robin is originally from Syracuse, Nebraska. She and her husband Todd have one son, Brandon and live outside of Lincoln. Robin is an avid reader and sports fan. She is a Leadership Lincoln Fellows 37 graduate and is a member of the Adaptive Business Continuity Advisory Group.
Robin Martin, cABCF (Hon), FLMI, ACS, AIAA
Wanda is an experienced Financial Advisor who started her career in the financial services industry at a national brokerage firm, founded Polaris Financial Services in 2009 and went on to join the inSOURCE group in 2012.
She concentrates on providing clients with an investment plan aimed at meeting their financial goals, including a foundation of annuity and life insurance. Wanda enjoys helping people make smart decisions about their money.
Wanda joined NAIFA-Cornhusker in March of 2004 and was elected to the Board in April of that year. She served on the board as Treasurer for 5 years beginning in 2005 and was the State AHIA chair from 2010 to 2011. Wanda continues to lead the Awards committee for the local Cornhusker chapter. She is also a member of the Financial Planning Association and Women in Financial Services.
Wanda has been a member of the Lincoln Independent Business Association (LIBA) since 2001 and the School Liaison Committee Chair from 2005 to 2021. She served a one-year term as LIBA Board Chair.
Wanda Caffrey*
Jim joined inSOURCE in 2019. With a background in finance and accounting, his professional experience includes positions as CFO and Controller for the companies he has served. He also spent 18 years as the President of the Lincoln Stars hockey team. A member of the American Institute of Certified Public Accountants (inactive status), Jim enjoys working with clients in evaluating their individual/business insurance needs and offering cost-effective solutions tailored to their unique situations.
Jim is married with three children and seven grandchildren and enjoys sports and outdoor activities. He is involved with the Teammates Mentoring Program and is an active member of the Beautiful Savior Lutheran Church.
Jim Pflug
What Our Clients Say
“inSOURCE didn’t just help us plan our retirement — they helped us understand it. For the first time, we actually feel confident about our financial future.”
— Retired Couple, Birmingham, AL
“As a business owner, I needed someone who understood both my personal finances and my company. inSOURCE handles it all seamlessly.”
— Small Business Owner
“They took the time to actually listen. I never felt rushed or like just another account number. That means everything.”
— Individual Investor
Financial Insights on Demand
Ready to Take Control of Your Financial Future?
Let’s start with a conversation. No pressure, no jargon — just honest guidance built around you.