Email: dnabity@nabity.com
Phone: 402.391.0222 ext: 101

David is the President of Nabity Business Advisors, LLC (NBA), a firm that provides transition, succession, and estate planning for owners of closely held businesses. Often, the owners are looking to transition out of the business or find a way to sell the company to the next generation or their management group.

David started in the life insurance business at the age of 19, basically at the same time he got married. By the time he was 24, he opened his own firm that specialized in assisting owners of closely held businesses with estate planning, buy-sell agreements and retirement planning. While working and raising his children, David studied at the University of Nebraska at Omaha and the American College in Bryn Mawr, Pennsylvania, where he obtained his financial designations including CLU, ChFC and LUTCF. He also obtained numerous securities licenses to enable him to provide investment advisory services to his clients.

David not only became a specialist in working with family-owned business enterprises, he also became very well known for his political and public policy ideas. He has been an outspoken advocate for small business and the private sector through his lobbying to limit government intrusion and over-regulation of private industry.

His public career began with an appearance on KFAB radio’s Gary Sadlemyer show, which gave rise to his position as KFAB’s Business and Financial News Editor. That led to a position as on-air Business and Financial News Commentator at WOWT Channel 6 television station. A few years later, David joined KKAR radio station as their Saturday morning talk show host for “Money Wise.” The program centered on issues facing small business owners and often featured professional and business leaders who informed individual investors and Omaha’s business community about issues impacting them.

In the past few years, David has been a regular talk show personality for KFAB radio station in Omaha (www.kfab.com) hosting their Saturday Morning News show.

In 1995, Randy Jensen, CFP®, joined David’s firm as a partner to manage the investment advisory division of the company. Randy and David formed Nabity-Jensen Investment Management, Inc., a Registered Investment Advisor, and transitioned to a full-service fee-based financial advisory firm. Randy’s management of investment services allowed David to pursue his first love: working with business owners to help them solve many of the financial problems they face.

Over the years, David has been active in a variety of civic, church and political organizations, including taking a leadership role in numerous organizations and boards. His commitment to public service led David to run for the Republican nomination for Nebraska governor in 2006 and for Mayor of Omaha in 2013. Although David was not elected, his ideas and influence have had a major impact on the public policy decisions that have followed.

David isn’t just about business and politics; he does like to have some fun by performing with a smooth jazz band as an accomplished drummer. He also founded the Midwest Smooth Jazz Society and has worked hard to create opportunities for musicians to perform and provide exceptional musical experiences for the people of the region.

He is also very active in marriage and men’s ministry activities that inspire others to have strong marriages, strong character and victory over life’s painful experiences that often keep them from becoming their best.

His greatest accomplishment and passion is being husband to his wife Kim for 43 years. Together, they raised seven children and are blessed with 13 grandchildren.

Email: jluna@nabity.com
Phone: 402.391.0222 ext: 106

Joe is the Co-Owner of Nabity Business Advisors, LLC (NBA). His professional focus is on the successful generational transfer and continued operational success of the family businesses he serves.

Joe entered the U.S. Army after graduating from Golden West High School in Visalia, CA. As a young man navigating his own path, the military served as a great teacher for Joe to prove that on an equal playing field, he could thrive.

During his military service on 3 continents, Joe was combat deployed to Iraq, won both the Soldier and Non-Commissioned Officer of the Year competitions for two different brigades, maintained a National Security Clearance, served as a member of the Fort Bragg Honor Guard in remembrance of our fallen heroes, maintained his physical fitness excellence award and graduated from several specialty schools to include:

• Primary Leadership Development Course, Commandant’s List
• U.S. Army Infantry School, Airborne Course
• IOSS OPSEC Practitioner
• Robin Sage (SERE) School
• 1st/7th Special Forces Group Preparation Course

Joe’s military awards include:

The Army Good Conduct Medal, the Army Achievement Medal (x4), the Army Commendation Medal (x2, the National Defense Service Medal, the NCO Professional Development Ribbon, the Army Service Ribbon, the Overseas Service Ribbon, the Global War on Terrorism Expeditionary Medal, and the Global War on Terrorism Service Medal.

Joe was honorably discharged from service in 2004 as a Staff Sergeant.

Post service, Joe earned both his Bachelor’s of Business Administration from California Coast University and also his Master’s of Science in Finance from Purdue.  Joe’s body of knowledge has been cultivated from his experience as a consultant to businesses in many industries.  Joe has a high level of expertise in executive management (Strategic Coach, EOS, etc.), operations (LEAN, 6Sigma, OPEX and PMI) managerial finance (MSF and Pivotal180). His ability to synthesize and apply best practices and problem solve at an executive level give his clients an advantage over their peers in the marketplace.

Joe has been married to his amazing wife Angie for 25 years and they have 3 great children together: Noah, Elijah, and Faith.  He enjoys endurance sports in his spare time and has a passion for biblical discipleship and mentoring veterans.

Email: awolfe@nabity.com
Phone: 402.391.0222 ext: 107

Born and raised in Omaha, Nebraska, Andy’s zeal is for his city. He is a graduate of Omaha Central High School and the University of Nebraska at Omaha, where he earned his Bachelor’s degree in accounting and his MBA.

Andy began his career as a financial accountant, managing the general ledgers of several large advertising agencies. Although he enjoyed the challenges that came with maintaining the finances for large, complex international organizations, Andy felt compelled to play a more active role in the Omaha business community.

At Nabity Business Advisors, he does just that. Andy thrives working with business owners to develop innovative plans for the future and to solve complex financial puzzles in the day to day. He is licensed to provide investment advice and has a strong background in managerial accounting. This combination enables him to solve some of companies’ toughest problems.

Andy and his wife, Kelsea, strive to live holistically healthy lives. Together, they are active in their faith and fitness communities and are passionate about bridging the two. They coach at a gym in their free time. There, they discovered that among many gym-goers the hunger for health is deeper than physical well-being. This led them to develop a ministry that promotes discipleship within the fitness community.

When Andy isn’t pursuing his passions in the business, faith, and fitness worlds, he spends his time reading, fishing, hunting, or working on his old Jeep.

Underwriting and Client Services

Phone: (531) 910-7779

Felicia manages day-to-day operations for Nabity Business Advisors and serves as the Underwriting and Client Services Manager. Her responsibilities include underwriting, client services, office and property management, client services, scheduling, and planning events with a commitment to providing excellent service to both internal and external clients.

Prior to joining the firm, Felicia enjoyed serving the constituency of Nebraska’s 2nd Congressional District for two U.S. Congressmen in the House of Representatives. She managed responsibilities in several different roles to include District Director, Outreach Coordinator and Case Manager. She also served youth in the community as the Assistant Unit Director of Girls Club of Omaha, and Deputy Director for the UMCC Wesley House Leadership Academy where she was responsible for overall operations of the nonprofit, overseeing and supporting the needs of organizational leadership and youth participants. Felicia’s customer service experience began with Prudential and led her to SITEL Corporation as the Director of Account Management.

In her spare time, she has dedicated many years to youth through her work and volunteerism with the Leadership Institute for Urban Education, Habitat for Humanity, Scatter Joy Acres, Civil Air Patrol, the Nebraska Foster Care Review Board, Nebraska Foster and Adoptive Parents Association (NFAPA), the Papillion-LaVista, and Bellevue Public Schools in the Positive Behavioral Interventions and Support (PBiS) programs, Toys for Tots, The Marine Corps League (Miguel Keith Detachment #609), and The Wounded Warrior Family Support organization.

Felicia and Joel have been married for 46 years. They have seven children, seven grandchildren, and have shared their love and home with many foster children over the years. She loves spending time with family, practicing her love language of baking, cooking, and recipe experimentation.

Executive Assistant

As an Executive Assistant, Jana’s responsibilities include scheduling, client services, and event planning. Prior to joining Nabity Business Advisors Jana operated a property management company conducting business in Omaha and Fremont Nebraska, as well as Gilbert, Arizona. She previously served as an investigator for the Nebraska Department of Health and Human Services.
Jana and her husband Jim have two adult children who are pursuing their dreams. Jana enjoys spending time with family and friends. She also paints oil and acrylic works, reads, swims, boats and uses her paddle board in her free time.