Thomas F. Pflug, CFA
Thomas Pflug is a CFA charter holder and Certified Public Accountant (inactive permit) with over 25 years of experience in public accounting, corporate planning, and investment management. His professional experience includes two years with Touche Ross & Co., four years with Enron Corp., and six years with two Omaha based investment advisors: Bridges Investment Counsel and Wallace R. Weitz & Co. He established Pflug Investment Management in 1992. He is a member of the CFA Institute and the American Institute of Certified Public Accountants (AICPA).
Thomas Pflug is a CFA charter holder and Certified Public Accountant (inactive permit) with over 25 years of experience in public accounting, corporate planning, and investment management. His professional experience includes two years with Touche Ross & Co., four years with Enron Corp., and six years with two Omaha based investment advisors: Bridges Investment Counsel and Wallace R. Weitz & Co. He established Pflug Investment Management in 1992. He is a member of the CFA Institute and the American Institute of Certified Public Accountants (AICPA).
Karen M. Sulentic, CFP®
Karen is a CERTIFIED FINANCIAL PLANNER® professional and is a Certified Public Accountant (inactive status). She has over 25 years of experience in public accounting, corporate audit and accounting, and investment management operations. She is a member of the Nebraska Society of CPA’s and the American Institute of CPA’s (AICPA).
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Karen M. Sulentic, CFP®
Karen is a CERTIFIED FINANCIAL PLANNER® professional and is a Certified Public Accountant (inactive status). She has over 25 years of experience in public accounting, corporate audit and accounting, and investment management operations. She is a member of the Nebraska Society of CPA’s and the American Institute of CPA’s (AICPA).
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Megan Koory, CFA
Megan Koory is a dedicated financial professional with over a decade of experience in the industry. She graduated from the University of Minnesota in 2009 with a degree in Economics and a minor in Statistics. Megan's career journey has taken her from compliance work at Santa Barbara Bank & Trust to being an Analyst and then Senior Analyst at Chicago-based investment consulting firm, DiMeo Schneider & Associates, now Fiducient Advisors. Since 2018, Megan has been an integral part of the team at Pflug Koory, LLC, where she focuses on research and portfolio management. She is a proud CFA charterholder, having earned the designation in 2018, and is a member of the CFA Society of San Francisco and Nebraska. When she's not helping clients achieve their financial goals, Megan enjoys life with her husband David and their dog Charlie.