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100 N 56th St, Ste 111, Lincoln, NE 68504

531-500-4369
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Meet the Team

Gretchen Corey

Gretchen R Corey

(531)500-4369

gretchen@capitalcityfinac.com

Gretchen is a long-standing resident of Waverly, NE, having moved there during her high school
years. Raised in a large family, she imbibed values of loyalty, hard work, and dedication from an
early age.


Since July 2000, Gretchen has been an integral part of Osaic Wealth, Inc (formerly known as
Woodbury Financial Services). Collaborating closely with her mentor, she co-founded and
cultivated a reputable investment firm in Lincoln, NE, until its sale in December 2014 due to her
mentor's health reasons. Gretchen holds securities registration and state licenses in Life,
Health, and Fixed Annuities, alongside being a Notary Public for the state of Nebraska.
In September 2023, Gretchen took the entrepreneurial leap and founded Capital City Financial.
She specializes in tailoring retirement and investment strategies for her clients, employing a
holistic planning approach that aligns with their unique needs. Known for fostering personal
connections, Gretchen boasts an impressive client retention rate, with many clients remaining
with her for over 15 years.


Outside of her professional endeavors, Gretchen enjoys spending quality time with her husband
Terry, whether cheering on the Huskers at sporting events, attending performances at the Lied
Center, or relaxing at their family lake house in Republican City, NE. They take pride in their two
grown children, Mike and Bekah.


For personalized financial guidance and strategic planning, schedule an appointment with
Gretchen today to explore how she can support you and your family's financial aspirations.

At Capital City Financial, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.