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!
e-mail: firstname.lastname@example.org | phone: 402.964.5436 | fax: 402.963.4084
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Master of Science | Financial Services
The American College | Bryn Mawr, PA
Bachelor of Science | Finance
Arizona State University | Tempe, AZ
Graduated Magna Cum Laude
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. SilverStone Group is independently owned and operated.