Our Team

Michael D. Borns, CFP®
E-mail: mike.borns@bornsfp.com

Since 1994, I have been helping families and businesses in Nebraska City and surrounding communities with their financial planning goals.  As a CERTIFIED FINANCIAL PLANNER™ professional, CFP®, I have the necessary education and experience that is absolutely critical in developing your financial road map. 

Born and raised in Watertown, SD, I learned some very valuable life lessons.  Living on a farm, and being taught that hard work and respect for others will get you started in the right direction, was some of the best advice I could have ever received.  My parents, Dean and Marilyn, live in Nebraska City and I have two brothers, Aaron and Wyatt, and a sister, Angie.

I have been blessed with three beautiful children: Drew, Madison, and Jayden.  Attending their activities keeps me extremely busy all year long.  And we love the outdoors...golf, camping and hunting are some of our favorite things to do.  I am currently on the local Ducks Unlimited committee, the St. Mary's Hospital Foundation Board, and a member of the First Evangelical Lutheran Church and the Nebraska City Volunteer Fire Department.


Kate Patton
Client Services Associate 
E-mail: kate.patton@bornsfp.com

Kate is our Client Service Specialist.  She has worked with Borns Financial Planning, Inc. since 2006.  Kate answers our phones, schedules appointments, prepares reviews, account paperwork, applications, and maintains client files and records.  Kate oversees the day-to-day activities of the office and keeps our office regulation compliant.

Kate grew up in Beatrice, NE and moved to Nebraska City in 1980 after marrying her husband, Dave.  They live west of Nebraska City where Dave farms the 4-generation family farm.  They have two adult children; their son Nate, wife Shelby, and son Dex, live in Syracuse NE, and their daughter Krista, husband Brian, and their four sons and one daughter live in Nebraska City. 

Kate's hobbies include cooking, playing cards, working in her flower beds, beading, puzzle making and attending the many activities that their grandsons are involved in.  Kate enjoys life every day, living in the country, working on the farm and spending time with family and friends.


Marilyn Borns
Receptionist
E-mail: marilyn.borns@bornsfp.com

Marilyn has worked part-time with Borns Financial Planning, Inc. since November 2014.  She answers our phones, makes appointments and will be the person that will greet you as you enter the office.  Marilyn is happy to be able to work with Mike, her oldest son.

Marilyn grew up in Watertown, SD.  She and her husband, Dean, moved to Nebraska City in 2008.  Dean works at the Ambassador Wellness Center.  They have three sons and one daugther, ten grandchildren and two great grandchildren.  Aaron and his family live in Council Bluffs, IA; Wyatt and his family live in Sioux Falls, SD; and Angie and her family also live in Sioux Falls.

In Marilyn's spare time she enjoys camping, baking, playing cards, sewing and quilt making.  Of these, her favorite is spending time with her family and grandchildren.


Lori Braun
Marketing Associate 
E-mail: lori.braun@lpl.com

As a virtual Marketing Associate, Lori's primary responsibility is coordinating the marketing efforts for the office.  Before joining Borns Financial Planning, Inc. in January of 2014, Lori spent 12 years with the home office of Investment Centers of America.

Lori and her husband live in Bismarck, ND.  They love traveling, going to concerts and spending time with their children and grandchildren.


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