Our Team

Our Team

Mark Swanson

President & Founder

308-237-2724
308-338-2268

Mark began working with investments while earning his Bachelors of Science degree in Economics from Cal Poly Tech. He started his career in 1985 as an investment broker with Dean Witter Reynolds.  During his 30-year career, he has worked with major national firms and regional independent firms where he developed the vision and investment philosophies now employed through Black Oak Investment Counsel which he established in 2006.

“To control risk, large firms rely on 50- and 100-year averages to create many of their static investment models. Unfortunately, no matter how detailed these models they don’t predict the future. Actively managing money for clients so they may preserve and grow their wealth has a lot more to do with the next 3- to 5-years than it does with the past 50.”

Mark and his wife have two daughters and they enjoy gathering with friends, good wines and traveling together. 

Kerry Monif

Vice President, Financial Advisor

402-553-5911
402-533-5905

Kerry graduated from the University of Nebraska at Kearney. Before beginning her career in the world of finance, she was an area executive director with the American Cancer Society. She joined A. G. Edwards in 1985. Prior to joining Black Oak Investment Counsel, Kerry served in various capacities with Principal Financial Group, First Union Securities, and Wachovia Securities.

Kerry focuses on planning for retirement, retirement distribution, legacy financial planning, and socially responsible investing. She is a member of PEO and serves on the Methodist Hospital Advisory Board.

She and her husband, Gilles, have four children and three grandchildren. They live on a lake outside of Omaha.  Kerry enjoys reading and music.

Bruce Lear

Senior Vice President, Financial Advisor

308-237-2724
308-338-2268

Bruce grew up on a ranch near Rose, NE, received his Bachelor’s Degree from the University of Nebraska-Lincoln and lived in Washington, D.C. for 5 years before moving to Kearney in 1994. He started his financial services career at Dean Witter Reynolds, Inc. as a Registered Representative and spent more than 15 years managing trusts for two Nebraska-based bank trust departments. Bruce joined Black Oak Investment Council in 2012.

He currently serves on the Kearney City Council, the Buffalo County Economic Development Council, and the Kearney Area Community Foundation. He also volunteers with Junior Achievement, Kearney Soccer Club, and other community service organizations.

Bruce and his wife, Menda, have two daughters and enjoy their time with family, love the beach, and traveling with friends.

Cindy Riley

Executive Assistant

308-237-2724
308-338-2268

Cindy (Crawford) Riley grew up in the Nebraska panhandle. 

After graduating high school she spent more than 7 years in U.S.  Army Intelligence.  She traveled extensively supporting various commands during that time. Following her honorable discharge, Cindy completed her nursing degree in 1991.

Cindy joined Mark in 2002 and has more than 14 years of experience serving clients. Cindy and her husband, Karl, have three children. She enjoys reading, cooking and traveling with family and close friends. They also enjoy camping, boating, and their grandchildren’s activities.

 

Shawna Bowman

Executive Assistant

308-237-2724
308-338-2268

Originally from North Platte, NE, Shawna received her Bachelor’s Degree and Masters of Business Administration Degree both with an emphasis in accounting from the University of Nebraska-Kearney. 

Following 12 years in the wealth management area of a local bank, she made the decision to stay at home with her then one year old son.  A few months later, Shawna welcomed the part time position at Black Oak Investment Counsel.

Shawna is the President of the Kearney Public Library Foundation board and the President of the Kearney Public Library Advisory Board.  She is also a Sunday School teacher at the First United Methodist Church.

Her days at home are spent with her husband Brett, son Gavin and daughter Sawyer.  She enjoys her family, friends, reading and scrapbooking. 

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