Team

 

Jeff Sharp

Senior Advisor | SilverStone Asset Management

When you first meet Jeff in a comfortable conference room at SilverStone Group's headquarters, sipping on a Starbuck's coffee and talking about protecting the assets...

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.

Contact Information
e-mail: jsharp@ssgi.com |  phone: 402.964.5440  |  fax: 402.963.4084

Professional Designations

  • Certified Financial Planner (CFP®)
  • Certified Private Wealth Advisor (CPWA®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Education
Juris Doctorate
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 BrokerCheckInvestment 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

Tom Kristensen

Advisor | SilverStone Asset Management

Tom Kristensen has always been good with numbers. His mathematic skills come in handy when it comes to keeping track of his grandchildren & great grandchildren – all 21 of them!

Tom Kristensen has always been good with numbers. His mathematic skills come in handy when it comes to keeping track of his grandchildren & great grandchildren – all 21 of them! Tom’s natural talent with numbers has also been beneficial throughout his career. He has specialized in personal lines casualty, personal life insurance and pre-retirement planning for educators and TSAs for more than 40 years. Tom has concentrated his focus on pre-retirement and post-retirement planning with an emphasis on structuring retirement income flow while still being sensitive to potential income tax consequences. He has written several articles related to these core areas and has spoken at numerous seminars.

Tom has been a member of many professional associations including the Chamber of Commerce and the Council Bluffs Independent Agents Association. He has served as a board member for Project Camelot, a chairman for the Downtown Kiwanis and Chairman of the Board for the Council Bluffs Senior Center. He was also Chairman of the Endowment Fund Committee, President of the Iowa Association of Life Under-writers and President of the National Life Share Foundation.

Contact Information
e-mail: tkristensen@ssgi.com |  phone: 712.329.3174  |  fax: 712.329.3110

Professional Designations

  • Chartered Financial Consultant ( ChFC )
  • Chartered Life Underwriter ( CLU )

Education
Master of Counseling & Psychology
University of Nebraska - Omaha

Bachelor of Education, History & Foreign Language
Buena Vista College | Storm Lake, IA

Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned. Check the background of this Firm and/or investment professional on adviserinfo.sec.gov.

Shirley Keen

Vice President | SilverStone Group

Shirley loves to make beautiful quilts. The process of piecing together small, unrelated swatches of fabric to make an integrated, finished product is a lot like...

Shirley loves to make beautiful quilts. The process of piecing together small, unrelated swatches of fabric to make an integrated, finished product is a lot like her job at SilverStone Group.

With more than 25 years of experience in all aspects of life insurance, and 20 years of management experience, Shirley is involved in the design, implementation and administration of sophisticated life insurance and disability plans for the Firm's business and private clients. She possesses expertise in all areas of business and wealth transfer strategies.

The Private Client Services Team at SilverStone Group are individuals who are well-known and respected in the community for their expertise and professionalism. Together they partner with their clients to provide innovative solutions through industry-leading services and products.

Shirley has worked with some of her clients for more than 25 years. In that time, she has helped build a foundation of confidence and trust, not only in the products we offer, but in the people who make up the Private Client Services Team at SilverStone Group.

With more than 20 years of experience in the administration of securities products including variable life, variable annuities and mutual funds, Shirley truly understands the unique needs of each client. Some are business clients planning for their key executives. Some are individuals planning for their retirement or their children's education. Whether the need is immediate or involves planning for the future, Shirley knows that although each engagement is unique, the one thing each client has in common is the desire for outstanding service. Clients count on Shirley to keep them informed and involved every step of the way. For Shirley, service is a lot like the centerpiece of a quilt -- it's the piece around which the entire quilt is built and it sets the theme for the finished product.

Contact Information
e-mail: skeen@ssgi.com |  phone: 402.964.5434  |  fax: 402.963.4084

Professional Designations

  • Fellow Life Management Institute Designations (FLMI)

Lizanne Stene

Vice President | SilverStone Group

Lizanne really loves her job. She enjoys the challenge of analyzing a client's financial and estate plans and implementing plans of action that can empower that client to achieve...

Lizanne really loves her job. She enjoys the challenge of analyzing a client's financial and estate plans and implementing plans of action that can empower that client to achieve his or her personal goals. With the perspective of 25 years of experience in life insurance, wealth transfer and business continuity, Lizanne is a valuable addition to a client's financial planning advisory team. Her specialties include financial and estate planning, as well as advanced life insurance planning techniques.

Lizanne is a liaison of our Broker-Dealer on all securities-related business. She administers many of our more complicated wealth transfer and business continuity plans and provides case design technical support for account executives and clients. Lizanne works closely with M Financial, an exclusive network of the nation's premier financial services distribution companies, and enjoys the networking capabilities SilverStone Group enjoys with some of the "best of the best" in our industry.

Lizanne is a member of several professional and civic associations, including the Omaha Chapter of the Society of Financial Service Professionals (for which she served as President) and Lions Club International. When Lizanne is not working with clients, she enjoys lake life near Fremont, Nebraska, and the company of her two "babies," Nikki (a miniature American Eskimo) and Sophia (a Shih Tzu). They go almost everywhere with Lizanne, but haven't convinced her yet that accompanying her to work would be a good thing!

Contact Information
e-mail: lstene@ssgi.com |  phone: 402.964.5436  |  fax: 402.963.4084

Professional Designations

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Education
Master of Science  |  Financial Services
The American College |  Bryn Mawr, PA

Bachelor of Science  |  Finance
Arizona State University |  Tempe, AZ
Graduated Magna Cum Laude

Zach Horner

Zach Horner

Zach enjoys working at SilverStone Group because he believes its leaders act in the best interests of their clients as well as their employees. As Investment Specialist, Zach assists the portfolio managers with creating, reviewing and executing trades in order to help clients quantify their financial goals. He also aides in the preparation of periodic client reviews, processes paperwork for new accounts, contributions/distributions and transfers, and performs administrative client account changes and updates. His actions mirror those of the company by putting clients’ interests first to help them succeed.

Zach has worked in the financial services industry for five years. He has obtained the Series 7 and Series 63 licenses. Zach’s prior experience has equipped him with the knowledge and efficiency to excel in his role at SilverStone Group. Every day is different and he enjoys the excitement of not knowing what to expect.

Zach also prefers variety in his hobbies as well. One day he may be outdoors golfing, hiking or playing tennis, but the next day may find him traveling, watching sports, catching a concert or studying history. What’s next for Zach? His wedding this summer!

Contact Information
e-mail: zhorner@ssgi.com  |  phone: 402.964.5416  |  fax: 402.963.4084

Education
Bachelor of Business Administration  |  Finance
University of Nebraska at Omaha  |  Omaha, NE

 

Sarah Simmon

Client Advocate | SilverStone Group

Sarah has a wide array of interests and hobbies, including fishing, gardening, painting, sewing and visiting zoos, or better yet, experiencing animals in the wild – number one on her bucket list!

Sarah has a wide array of interests and hobbies, including fishing, gardening, painting, sewing and visiting zoos, or better yet, experiencing animals in the wild – number one on her bucket list! It might seem like a challenge to accomplish all of these activities, but Sarah is ambitious, organized and always prepared – traits that carryover to her professional career as well.

Sarah has been with SilverStone Group since 2002 and has applied her time management skills and multi-tasking abilities to coordinating and maintaining firm documentation and recordkeeping, assisting with client correspondence, handling various monthly and quarterly reporting and performing a variety of other administrative duties for several SilverStone Group departments. She also holds Life, Accident and Health Insurance Licenses in both Nebraska and Iowa.

Sarah’s superb attention to detail and organization allow her to handle multiple company projects at the same time, and also earned her the SilverStone Group H.H. “Red” Nelson Award1 in 2012 for outstanding achievement in Client Service. We can’t wait to see what she achieves next!

1The H.H. “Red” Nelson Award is sponsored by SilverStone Group and presented annually to one or more SilverStone Group associates for their outstanding achievement in Client Service. Recipients are nominated by their peers.

Contact Information
e-mail: ssimmon@ssgi.com | phone: 712.329.3128 |  fax: 712.329.3110

Education
Bachelor of Science, Information Technology
Bellevue University |  Bellevue, NE