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). Lindsay held a variety of positions during her tenure with AIC including Business Development, Sales Manager and Office Manager, Sales Support for AIC's Retail department. Lindsay joined Cetera Advisors LLC in 2016 as a Field Training Consultant. Lindsay believes that planning your finances should be fun and informative. 

Lindsay joined Sundance Investments LLC in September 2018. Lindsay holds Series 7 and Series 24 securities registrations through LPL Financial and a Series 66 registration WCG Wealth Advisors. Lindsay is a registered principal and representative with LPL financial and provides advisory services through WCG Wealth Advisors. Lindsay is an Accredited Investment Fiduciary (AIF). Lindsay graduated from the University of Nebraska - Lincoln where she earned her Bachelor's degree. She spent a year studying abroad in Germany through an exchange program at the Humboldt University of Berlin.

In her free time Lindsay enjoys spending time her husand 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. 

 

 

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.