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Getting to Our Office

Our address is 1221 N St., Suite 800, Lincoln, NE 68508. If this is your first time visiting downtown Lincoln or it’s been a while, please note the one-way streets to navigate successfully to our office.

Metered parking is always available immediately outside our building, or a parking garage on the Northwest corner of 12th and N (we are the Southwest corner). The first hour is free at the parking garage.  You can also pay for your metered parking at the meter or through the app:

After entering the building, the elevators are located just past the lobby and take them to the 8th floor.

We are housed within the New York Life Office, which you'll see immediately after the elevator doors open.

Map of Tandem Office

What to Expect in Your First Meeting with Tandem Financial Team

We know that taking this step toward financial clarity is important, and we want you to feel comfortable and confident from the moment you walk through our doors. At Tandem Financial Team, our mission is to help you align your financial strategy with your life’s purpose—because true prosperity isn’t just about wealth; it’s about building a future that reflects what matters most to you.

What Should I Bring?

Bring any documents you feel are relevant to the discussion you’d like to have. If there’s anything else we need, we’ll guide you through it during our conversation.

How Should I Dress?

Come as you are! Our office is a casual, welcoming environment. While we take your financial future seriously, there’s no need to dress up for it.

What Will We Talk About?

This meeting is about you—your goals, concerns, and the vision you have for your financial future. We’ll ask thoughtful questions to understand what’s important to you and explore how we can help you create lasting financial impact. We’ll also walk you through our process and how we help clients turn financial success into meaningful outcomes.

Will I Need to Make a Decision Right Away?

Not at all. Our goal is to provide clarity, not rush decisions. If you decide to move forward with us, we’ll outline the next steps in a way that feels right for you.

What If My Finances Aren’t Perfectly Organized?

That’s okay! You don’t need to have everything figured out before meeting with us. We’re here to help bring clarity and structure to your financial picture, no matter where you’re starting from.

At Tandem Financial Team, we believe your wealth should serve your purpose, not the other way around. This first complimentary conversation is the beginning of a journey toward financial confidence and lasting impact.

Schedule a Conversation

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Website Logo
  • Home
  • How
  • Who
  • What
  • Your Financial Life
  • About Us
  • Account Access
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
  • Legacy Planning Lab
  • Contact Us
Disclosure

Nathaniel Workentine, and Megan Baer are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Megan Baer (CA Insurance License #4042523).

As a New York Life Agent, Megan Baer is licensed and authorized to offer insurance in California, but Tandem Financial Team LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Nathaniel Workentine, 1221 N St Ste 800, Lincoln, NE 68508.
Megan Baer, 1221 N St Ste 800, Lincoln, NE 68508, 402-413-8326.

Nathaniel Workentine is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

TANDEM FINANCIAL TEAM LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TANDEM FINANCIAL TEAM LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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