Omaha, NE | SilverStone Group is proud to announce the addition of Joe Hefflinger.
As a wealth advisor, Joe will help his clients identify and prioritize their financial goals by tailoring a customized investment, insurance and retirement strategy to work towards achieving those goals. Joe’s clients include business owners, executives, professionals and those at or nearing retirement.
Prior to joining SilverStone Group, Joe served six years as an attorney with the law firm of Koley Jessen P.C. in Omaha, Nebraska where he practiced law in the areas of Corporate/General Counsel, Mergers & Acquisitions, Tax Planning and Securities. While an attorney, Joe authored articles that were published in the Nebraska Law Review, as well as the Nebraska Lawyer Magazine. Joe’s experience as a lawyer in structuring transactions and planning for individuals and corporations allows him to see many alternatives for each situation.
Joe graduated from Creighton University with his Juris Doctorate and received his Bachelor of Science from Santa Clara University.
Registered Representative offering securities through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Silverstone Group is independently owned and operated.