Our Profile
How We Work
Achieving what you want out of life doesn't just happen - it takes big-picture thinking and vision. It takes smart decisions that are right for the long term. And it takes careful planning that accounts for all the variables. The qualities you adhere to as you build your wealth are the same ones you need to preserve it. They're also the qualities you should expect in your financial advisor. When you partner with The Narmi Group, you're partnering with a team that seeks to protect and grow your wealth the right way - with a conservative investment philosophy and your unique financial goals firmly in mind. We don't look for shortcuts because there are no shortcuts. Instead, we take a steady, risk-adverse approach to wealth management that's built on decades of experience across generations and market cycles.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Charlie Narmi
Director
Charlie Narmi co-founded The Narmi Group with his father, Jon. Beginning his career in 2001, he and his wife, Melissa, are both graduates of The University of Iowa. They were both raised and still live in Council Bluffs, IA. Over the years Charlie has served on several Boards, including the Spirit Catholic Radio Board and the local Boys & Girls Club Advisory Council, to a name a few. After several years away, Charlie is once again coaching Youth Basketball but spends most of his evenings shuttling his kids to various events. Alexis and Els are now both in high school while Kathryn and Jack are in primary school. Charlie is the youngest of three children with older brother, Joe, being a local attorney and his sister, Ann, a local Cardiologist.
Theresa Rynaski, CFP®
Director
Theresa Rynaski graduated from the University of Nebraska at Omaha and began her career in 1993 with Kirkpatrick Pettis, a regional financial services firm in Omaha. She then moved to Morgan Stanley Smith Barney in 1998 and joined Baird in 2012. In addition to her industry licenses, Theresa has obtained the designation of Certified Financial Planner CFP®. Theresa enjoys travelling, reading, and spending time with her large extended family, as well as her son, Alec.
Scott Greenlee
Senior Client Specialist
Scott joined the Narmi Group in 2015 as a Client Specialist with five years of investment experience, and over fifteen years of management experience in several different fields. He has a bachelor's degree in Management from Bellevue University, and holds the FINRA Series 7, 63 and 66 licenses. Scott and his wife, Keely, both grew up in Omaha, where they still reside today. Their children, Samantha and Daniel, are both in high school, highly active in track, football, basketball and horseback riding.
Jill Buckley
Client Assistant
Jill is originally from Chicago, where she began her career with Kemper Securities, and relocated to Omaha. She later joined Baird in 1993 helping to establish the Omaha branch. She has been in the industry for 33 years, spending 29 years with Baird. Jill still resides in Omaha today. She enjoys swimming, shopping, and traveling to see her family scattered throughout the country.