True success lies in building relationships ... so when you join NBC Trust, you join our family. Our connection will be based on a true collaboration. Including us in your inner-circle increases your ability to achieve your dreams.
Wealth Management Professionals
CEO
Scott Weldon
Scott joined NBC Trust Company in 2020 as the Chief Executive Officer. He brings over 18 years of experience in the financial services industry, most recently as the president of Scott Weldon Financial Strategies in Lincoln, Nebraska. Prior to running his own business, Scott was an advisor for Macro Financial Advisors and started his career in financial services as a registered representative for Edward Jones in 2003. Scott spent three years as an airline pilot for United Airlines following a career in the US Navy (retired) and Marine Corps. He and his wife Michelle, have three children.
PRESIDENT
Mark Spiers
As the President of NBC Trust Company, Mark aligns the interests of high net worth clients with investment strategies. He chairs the Investment Committee and serves on the Administrative Committee. Prior to joining NBC Trust Company, Mark served as the Chief Operations Officer and Chief Compliance Officer at Prairie Wealth Advisors, Inc. He was formerly the Vice President of Portfolio Management at Macro Financial Advisors, Inc. and a Financial Consultant in Insurance for Macro Financial Concepts, Inc. Early in his career, Mark worked as a Judicial Attorney and established the Mediation program for the Nebraska Workers’ Compensation Court and was certified as a trained mediator by the Nebraska Office of Dispute Resolution and the International Association of Industrial Accidents Boards & Commissions.
Education
UNIVERSITY OF NEBRASKA-LINCOLN
J.D., 1992
UNIVERSITY OF NEBRASKA-LINCOLN
B.A., Psychology, 1989
Activities & Affiliations
• Lincoln Estate Planning Council, Member
• Nebraska State Bar Association, Member
Licenses & Certifications
• Insurance Licenses: Life, Health, Disability, Annuities, Property & Casualty
• Financial Industry Regulatory Authority; Series 6, 7, 63 & 65
RELATIONSHIP MANAGER
Daniel Badeer
Dan Badeer joined NBC Trust Company in 2020 as a Relationship Manager. Dan works with clients with the desire to move them to a better quality of life. He began his financial services career in 1991 eventually starting Badeer Financial Services, Inc. as an independent financial advisor in Lincoln NE. Dan has a love of music and sings lead with the Grateful Heart Quartet, as well as a worship leader at Firth Bible Church. He is an Ordained Prison Minister and serves as clergy primarily at Tecumseh Correctional. Dan also has a passion for classic cars and table tennis. He and his wife Deb have eight children and sixteen grandchildren (at last count).
Relationship Manager
Morgan Myers
Morgan Myers joined NBC Trust Company in 2021 as a Relationship Manager. Morgan is a Nebraska native and lives in Lincoln with her family. Morgan graduated from the University of Nebraska – Lincoln with a Bachelor of Science in Business Administration, majoring in Finance on the Banking and Risk Management track and minoring in Economics. She has six years of experience in the legal industry prior to joining NBC. Outside of work, Morgan is an avid reader and a plant enthusiast. She loves spending time outside, exploring the national parks, and spending time with her husband, Kemery, and their twins, Clement and Frances.
OPERATIONS MANAGER
Kaci Nielsen
Kaci joined NBC Trust Company in 2020 as the Operations Manager to manage the daily operations of the Trust, provide excellent client care, and support the needs of the organization. Kaci served as the Business Manager for Scott Weldon Financial Strategies and Badeer Financial Services since 2018. Prior to that she worked in property management for 17 years in Lincoln and Omaha. Kaci is a Nebraska native and grew up on a farm west of Lincoln where she learned the value of hard work and good footwear. She enjoys spending time with her husband Justin and three children, working on home projects and organizing elaborate birthday celebrations.
Trust Administrator/Assistant Portfolio Manager
Noah Kumpf
Noah joined NBC Trust Company in 2020 to provide administrative support to the President. Prior to joining NBC Trust Company, Noah served as a Customer Service Representative at the Nebraska Bank of Commerce, where he met the banking needs of customers in a variety of ways. Noah received his Bachelor’s Degree in Economics with a minor in Business Administration from the University of Nebraska - Lincoln in 2022. Noah loves to spend his time outdoors, participating in a variety of different activities such as camping, fishing, and hiking.
CHIEF COMPLIANCE OFFICER
Danielle Smith
Danielle Smith joined NBC Trust Company at its inception as the company’s Chief Compliance Officer. Danielle was hired by Nebraska Bank of Commerce in August 2012 and currently is the Vice President of Compliance, Human Resources, Security, & Training for NBC while also assisting NBC Trust Company. Danielle was raised on a farm near State Center, Iowa. Danielle’s previous experience includes internal compliance work for a community bank in Iowa. When not at work, Danielle loves to travel, hike, backpack, and spend time with her husband Dr. Nathan Smith, who is a biochemical/medical researcher at the University of Nebraska Lincoln, and their dogs Kota and Kenny.
Education
UNIVERSITY OF NEBRASKA-LINCOLN
J.D., 2012
SIMPSON COLLEGE OF IOWA
B.A., English, Minor in Human Resources & Management, 2009
Licenses & Certifications
Iowa Bar License
Certified Regulatory Compliance Manager (CRCM)
Graduate of the Graduate School of Banking (GSB) Wisconsin
Executive Leadership Certification from University of Wisconsin School of Business
Activities & Affiliations
Iowa State Bar Association, Member
NBC TRUST BOard Member
Joel Clements
Joel began his banking career in 2004 with a community bank in Nebraska City and has continued in banking in both Omaha and Lincoln for the last fourteen years. He joined the NBC family when he was part of a small group that raised capital to open Nebraska Bank of Commerce (formerly Community Bank of Lincoln), and he has continued with the group in various capacities. In addition to previously being the CEO of NBC Trust Company, Joel serves as the Executive Vice President and Senior Lender at Nebraska Bank of Commerce. Joel spends his free time with family and friends, and most importantly, his wife Jess and their son Conner.
Education
UNIVERSITY OF NEBRASKA-LINCOLN
M.B.A., 2003
UNIVERSITY OF NEBRASKA-LINCOLN
B.A., Finance & Agribusiness, Minor in Agricultural Economics, 2000
NBC TRUST BOard Member
Lee Stuart
Lee is Chairman of Nebraska Bank of Commerce, Mountain View Bank of Commerce, and CEO of NBC Bancshares, LLC. Lee formerly served as CEO of NBC Trust Company and as a principal of Cardinal Management in Lincoln, Nebraska. Prior to his involvement with Cardinal Management, Lee was Senior Vice President and Deputy Sr. Loan Officer of the National Bank of Commerce. Prior to working in Lincoln, Mr. Stuart spent five years working for Commerce Bank in Kansas City in a variety of commercial lending and credit administration positions. He graduated with distinction from the University of Nebraska and is the President of the Lee & Debbie Stuart Family Foundation, the former President of the local Board of Directors of the Juvenile Diabetes Research Foundation, Lee is currently a Director of the Lincoln Community Foundation and a Director of the North star Foundation in Omaha, NE. He and his wife, Debbie, have two children.
Regy Green
Regy Green is a 38 year veteran of National Bank of Commerce’s (now Wells Fargo) trust department in Lincoln, NE, where he had many roles, including that of Vice President and Trust Officer. During his tenure, he managed the personal trust department where he administered a variety of personal accounts and supervised a department of trust officers and other personnel at three of the bank’s Nebraska branches. Regy was also an active member in the local trust community, serving as Secretary, Vice President and President of the Lincoln Estate Planning Council; member of the Lincoln Probate Discussion Group; and as member of Wells Fargo’s National Discretionary Distribution Committee. Regy Green is a Nebraska native and he also served in the US Navy.
Education
NEBRASKA WESLEYAN UNIVERSITY
B.A., Business Administration
UNIVERSITY OF NEBRASKA-LINCOLN
M.A., Economics