Jeff has more than 30 years of experience providing comprehensive wealth management, retirement, and wealth transfer solutions for individuals and their families. He helps individuals position their assets in an effort to accomplish wealth accumulation, conservation and distribution goals. Jeff also works with companies to offer qualified and non-qualified retirement plan solutions for employees, including an investment process that helps employers manage fiduciary liabilities. He leads the team within SilverStone that was recognized as one of the 2015 Top 100 Retirement Plan Advisers in America by PLANSPONSOR1 for the second consecutive year.
In 2013, 2012, 2011 and 2010, Jeff was identified as a Top Wealth Manager in Nebraska by receiving the Premium Advisor Award2 which is awarded by the National Association of Board-Certified Practices (NABCAP). He received the Carl G. Mammel Award3 in 2008, in recognition of outstanding marketing achievement.
Jeff has served as President of various professional associations including the Omaha Chapter of The Society of Financial Service Professionals, and the Omaha Estate Planning Council. Jeff has also served on the Board of Directors of the Washington, D.C.-based Association for Advanced Life Underwriting (AALU).4
Jeff is a member of the Nebraska Bar Association, Omaha
Bar Association, Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA) and the Association for Advanced Life Underwriting (AALU).4
Jeff is active in the community including five years of service as the President of the Board of Directors for the Westside Schools Foundation. In 2017, Jeff and his wife, Becky, served as Chairs of United Way of the Midlands de Tocqueville Society. Jeff is currently a member of the Board of Directors of Abide. His past involvement includes the Board of Directors of the Women’s Center for Advancement and serving as President of the Board of Fontenelle Nature Association. Jeff and his wife, Becky, were Chairs of the United Way Tocqueville Society in 2016-2017. They also served as past Co-Chairs of the United Way/CHAD campaign and as chairs of the 2008 Omaha Henry Doorly Zoo Membership Campaign. In 2008, Jeff was awarded the “Lighthouse Leader” Award5 by the Westside Community Schools.
e-mail: firstname.lastname@example.org | phone: 402.964.5440 | fax: 402.963.4084
- Certified Financial Planner (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Creighton University | Omaha, NE
Master of Business Administration
Creighton University | Omaha, NE
Bachelor of Science | Business Administration
University of Nebraska Lincoln | Lincoln, NE
1To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated and enter the award process for the 2014 PLANSPONSOR Retirement Plan Adviser of the Year – individual, team or multi-office team. PLANADVISER did not consider advisers who did not submit information to PLANADVISER or were not nominated for the award. Nominees were then asked to complete a form, providing various details about their practice. PLANADVISER did not consider input from clients of Advisers. Advisers could also, for the first time, submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is drawn solely from a smaller set of quantitative factors and information supplied by the advisers themselves.
2The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP). The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry. The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
3The Carl G. Mammel Award is sponsored by SilverStone Group and presented annually to one or more SilverStone Group associates for their outstanding achievement in Sales and/or Marketing. Recipients are nominated by their peers.
4SilverStone Group and SilverStone Asset Management are not law firms and we do not provide legal advice. You should always consult the advice
of a qualified attorney.
5Earned from civic duties while a member of the Westside Schools Foundation.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc. 0102-2018