silverstone_group_omaha

Associate Directory

 

A

    bento-adrian

    Adrian Bento

    Managing Director

    Property & Casualty | Mergers & Acquisitions

    Adrian is a well-rounded individual. Since starting his insurance career at Lloyd’s of London in 1981, he has covered virtually every facet of the business,

    Adrian is a well-rounded individual. Since starting his insurance career at Lloyd’s of London in 1981, he has covered virtually every facet of the business, including underwriting, claims management, reinsurance, marketing and product development.

    A man who is always looking for his next adventure, Adrian left England in 1993 to take a position with Redland Insurance Company (RIC) in Council Bluffs, Iowa. Adrian was subsequently appointed President of Redland Specialty Underwriters, a joint venture between RIC and Swire Blanch, a Lloyd’s broker.

    His vast experience in the international arena and wide array of insurance perspectives allow Adrian to create innovative, customized risk management solutions for clients.

    Adrian manages a dedicated team of professionals who work closely with private equity firms, investment banks and law firms that specialize in mergers and acquisitions. From conducting detailed risk evaluations, which may identify potential challenges, to implementing necessary risk reduction policies, Adrian and his team provide the insight and tools necessary to strategize for success.

    When Adrian is not busy finding the best solutions for SilverStone Group clients, he can be found enjoying the outdoors. He’s an avid bicycler, an enthusiast for skiing the fresh powder on the slopes and is known for catching ‘the big fish’ in deep sea fishing excursions. His curious ways have led Adrian on many adventures throughout the world, leaving him with an abundance of stories to tell. If you’re willing to listen, he’s willing to share!

    Contact Information
    e-mail: abento@ssgi.com |  phone: 402.964.5473  |  fax: 402.964.5566

    Education
    Masters of Business Administration
    Case-Western Reserve University |  Cleveland, Ohio

    Bachelor of Business Management
    Kent State University |  Kent, Ohio

    greer-adrienne

    Adrienne Geer

    Client Advocate & Account Assistant

    Soccer just may be the theme of the Geer household. Adrienne has always had a passion for the sport...

    Soccer just may be the theme of the Geer household. Adrienne has always had a passion for the sport. She still plays and coaches a youth girls’ soccer team. The talent and love of soccer has even extended to her son. But Adrienne is not your average soccer mom. When she’s not shuffling herself or her family to various games and practices, she is busy fulfilling the role of Account Assistant at SilverStone Group.

    Adrienne assists the Personal Insurance Team by providing a range of services and support for their clients. Her responsibilities range from uploading endorsements and processing renewal questionnaires, to working with detailed client records in ImageRight. She also welcomes all visitors and clients to the Council Bluffs office and extends a positive first impression.

    Adrienne is naturally outgoing and has an upbeat, positive attitude – traits that are visible whether on the soccer field or within the office. She enjoys really being involved with her clients, coworkers and players. Her “goal” will always be to provide the highest level of customer service and have fun doing it!

    Contact Information
    e-mail: ageer@ssgi.com |  phone: 712.329.3184  |  fax: 402.557.6320

    Education
    Bachelor of Science  |  Fashion Merchandising
    Iowa State University |  Ames, IA

    horvath-alisha

    Alisha Horvath

    Scanning Associate

    Corporate Services

    When little girls are asked what they want to be, Alisha became just that – a ballerina. Alisha has a passion for dance and has taken classes for more than 20 years...

    When little girls are asked what they want to be, Alisha became just that – a ballerina. Alisha has a passion for dance and has taken classes for more than 20 years. She loves being able to channel all of her emotions into dance. When she’s not at the studio, you’ll find her at SilverStone Group’s reception area.

    Alisha has served the customer service area of SilverStone Group for more than 8 years.  Her phone personality and ability to help clients makes her a true asset to the Services team. She is a detail-oriented person – a must when it comes to her daily tasks of processing and scanning mail, packages and documents. Alisha is also a backup receptionist, answering external and internal phone calls. She enjoys the variety in her daily work life, making each and every day unique. She also likes the personal interaction she is able to have with every Associate and feels truly cared about.

    When Alisha is not hard at work or in the studio, you can find her spending time with her two nephews and three nieces – probably teaching them how to dance!

    fornoff-amy

    Amy (Fornoff) Fredrickson

    Client Relationship Manager, Consultant

    Group Benefits

    aust-amy

    Amy Aust

    Sr. Account Manager

    Personal Insurance

    Amy started with SilverStone Group as an Account Manager in 2007. Her goal has always been to provide exemplary customer service as well as thorough and detailed risk analyses for her clients.

    Amy started with SilverStone Group in 2007.  Her goal has always been to provide exemplary customer service as well as thorough and detailed risk analyses for her clients.

    Amy is 100% committed to going above and beyond in everything she sets out to do. She received her Property and Casualty license in 2005 and has since served in private client risk management.

    Amy’s experience has tailored her to writing proposals and policies for both affluent and general markets, including risk analysis for current insureds and maintaining lasting client relationships. Her commitment to providing quality coverages and client satisfaction makes her an integral member of the Private Client Service Team.

    On an exciting note, Amy’s exemplary service, professionalism and dedication to her clients led her to be selected as the 2012 Outstanding CSR of the Year in Nebraska. “Amy represents the backbone of the insurance community, those customer service representatives distinguished for providing exceptional service on a daily basis,” stated Dr. William T. Hold, President of the National Alliance.

    Amy prides herself on family and when not at SilverStone Group enjoys spending quality time with her husband and their high-spirited toddlers.

    Contact Information
    e-mail: aaust@ssgi.com |   phone: 402.964.5427  |  fax 402.557.6320

    Professional Titles

    • Certified Insurance Service Representative (CISR)

    Education
    Bachelor of Science  |  Business Administration
    University of Iowa  |  Iowa City, IA

    brown-amy

    Amy Brown

    Client Advocate & Plan Administrator

    Defined / Post-Retirement Benefits

    carr-amy

    Amy Carr

    Business Analyst

    In-Home Care Risk Services

    Amy Carr is a dedicated woman. This mother is passionate about her growing family and watching baseball.

    Amy Carr is a dedicated woman. This mother is passionate about her growing family and watching baseball. Not only is she committed to her personal life, but Amy also cares about her SilverStone Group clients. Her continued service has led many of them to request her by name when they need assistance.

    With more than eight years of industry experience, Amy specializes in property and casualty insurance and risk management for In-Home Care agencies. Her wisdom allows clients to maneuver through the insurance world more easily while, at the same time, controlling their costs and protecting their livelihood.

    Amy’s attention to detail and knowledge of the industry allow her to handle her client’s needs in an efficient and timely manner. Since her favorite part of her job is interacting with clients across the country and getting to know each one personally, clients can expect extraordinary customer service from Amy.

    Amy is currently studying for her Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Service Representative (CISR) designations.

    Contact Information
    e-mail: acarr@ssgi.com |  phone: 402.964.5526  |  fax: 866.855.9750

    Education
    Bachelor of Science | Biology
    University of Nebraska-LincolnLincoln, NE

    dejong-amy

    Amy DeJong

    Vice President

    Property & Casualty

    Besides her knowledge, enthusiasm and passion, one of Amy DeJong’s best qualities is her level of patience. For example, she’s been on the season ticket waiting list...

    Besides her knowledge, enthusiasm and passion, one of Amy DeJong’s best qualities is her level of patience. For example, she’s been on the season ticket waiting list for the Green Bay Packers since 1992, and she’s currently in line behind 10,500 other fans who also want to enjoy a season in Lambeau Field. Her patience for Packer tickets is similar to her patience in explaining risk management and risk transfer to her clients – she’ll take as long as needed in order for her clients to fully understand their plan.

    With more than 19 years of experience in risk management, including past employment with two Fortune 500 companies, Amy brings expertise and a developed understanding of the various issues faced by clients. She mitigates and manages client risk through traditional insurance programs, captive alternatives, risk control, claims management, behavior-based safety programs, loss control initiatives and contractual risk transfer.

    Amy is a risk management advocate and believes policies should be bought only after steps are taken to reduce the risk. She feels insurance procurement should be the result of a year’s worth of work on controlling, mitigating and managing known and unknown business risks. This investigation should then direct the risk transfer product selection. Amy’s strategy, energy, creativity and passion to help her clients make her a valuable asset to her customers.

    During her years on the client side, she worked through several mergers and acquisitions, divestitures and bankruptcies and associated litigation. Amy utilizes this knowledge base to ensure that client risks are identified and protected. She strives to develop client partnerships based on trust, confidence, courtesy and top-flight client service. Amy considers SilverStone Group to be her clients’ one-stop, one-shop, one-phone-call partner.

    Amy is an active member of Spirit of Truth Lutheran Church, where she serves on the church council. She and her husband Jeff reside in Brandon, SD with their three boys.

    Contact Information
    e-mail: adejong@ssgi.com |  phone: 866.897.2459 x 101  |  fax: 866.427.6568

    Professional Titles

    • Associate in Captive Insurance (ACI)
    • Associate in Risk Management (ARM)
    • Certified WorkComp Advisor (CWCA)
    • Associate in Insurance Services (AIS)

    Education
    Bachelor of Science  |  Business Administration
    Wayne State College  | Wayne, NE

    mitchell-amy

    Amy Mitchell

    Client Advocate & Account Administrator

    Group Benefits

    schultz-amy

    Amy Schultz

    Client Advocate & Account Administrator

    Personal Insurance

    Amy has been with SilverStone Group since 2004. She received her Property and Casualty license in 2008 and recently joined the Personal Insurance Team, providing a range of services and support for their clients.

    Amy has been with SilverStone Group since 2004. She received her Property and Casualty license in 2008 and recently joined the Personal Insurance Team, providing a range of services and support for their clients. Her responsibilities include uploading endorsements, processing renewal questionnaires and working with detailed client records in ImageRight.

    Amy has established trusting relationships with her clients and they feel comfortable discussing any issues or concerns, knowing Amy is always willing to provide the highest level of service. This makes Amy an integral member of the Personal Insurance Team.

    stefka-amy

    Amy Stefka

    Client Advocate, Consultant

    Group Benefits

    Amy learned the value of teamwork while completing a semester-long internship at Walt Disney World. She attended classes through “Disney University” to learn how Walt Disney World is operated...

    Amy learned the value of teamwork while completing a semester-long internship at Walt Disney World. She attended classes through “Disney University” to learn how Walt Disney World is operated – a real behind-the-scenes look at the overall business strategy for the theme park powerhouse. The classes taught her that details matter, as well as attitude, appearance and overall work ethic. Amy quickly learned that it takes hard work to get the job done right. She applies these invaluable lessons to her job every day, making her a tremendous asset at SilverStone Group.

    Amy has over 16 years of experience in the insurance consulting industry. Her background includes both small and large clients, with extensive experience dealing with clients who have multiple locations and vast benefit packages. She specializes in benefit comparison and financial analysis for both self-funded and fully-insured funding arrangements. She is also knowledgeable in products such as life, dental, disability, vision and medical. She possesses a strong technical background which equips her to thoroughly analyze issues and develop creative solutions for clients. This experience enables Amy to successfully negotiate with insurance companies to produce competitive rates and plan designs.

    Following her Disney internship, Amy brought her experience and knowledge back to the Midwest. She works and resides in North Platte, Nebraska and services clients in the Central/Western Nebraska territory.

    Contact Information
    e-mail: astefka@ssgi.com |  phone: 308.534.1511

    Education
    Bachelor of Science  |  Communication Studies
    University of Nebraska-Lincoln Lincoln, NE

    Masters  |  Business Administration
    University of Nebraska-Omaha
    Omaha, NE

    gordman-andie

    Andie Gordman

    Senior Consultant

    Human Capital

    Andie sees the value in people, which is why she enjoys her job so much! It is her belief that people are the most important asset to any organization.

    Andie sees the value in people, which is why she enjoys her job so much! It is her belief that people are the most important asset to any organization. Over the last 20 years, Andie has specialized in helping clients and their organizations move forward by providing human resource strategy development and tactical execution.

    Andie provides support to clients through her expertise in employee relations, audit, compliance and Affirmative Action planning, as well as compensation structure and analysis. Andie’s previous executive level roles allowed her to learn about the success factors of many industries. Before joining the Human Capital Team at SilverStone Group, Andie collaborated with the team as a Project Consultant. She appreciates SilverStone Group’s dedication to the community and recognizes our care and concern for employees.

    When away from work, Andie keeps busy serving on the Temple Israel Board of Trustees and enjoys being a mentor. In addition, Andie is the Director at Large for Society for Human Resource Management Nebraska State Council. Andie isn’t all work and no play, she loves to travel. She and her husband are currently looking forward to planning
    an Alaskan adventure and a European cruise.

    Contact Information
    e-mail: agordman@ssgi.com |  phone: 402.964.5624  |  fax: 402.963.5555

    Education
    Bachelor of Arts  |  Organizational Communication
    Creighton University  |  Omaha, NE

    Professional Certifications

    • Senior Professional in Human Resources (SPHR)
    • Certified Compensation Professional (CCP)



     

     

     

     

     

    fereday-andrew

    Andrew Fereday

    Director

    Environmental Risk Services

    Whether it’s on the sports court or in the risk management arena, Andrew truly enjoys a challenge. His favorite challenge: finding creative environmental solutions for difficult-to-insure clients.

    Whether it’s on the sports court or in the risk management arena, Andrew truly enjoys a challenge. His favorite challenge: finding creative environmental solutions for difficult-to-insure clients.

    Andrew brings many years of experience in the environmental insurance industry to the table. Coming from Chicago, Andrew is the founding director of SilverStone Group’s Environmental Risk Services division. He works with clients and creates awareness of the risks and exposures associated with environmental and sustainability issues.

    Andrew’s experience includes complex coverage terms and conditions for numerous chemical companies, industrial factories and contractors. He has developed programs for pollution, including property, workers’ compensation and auto. Andrew has underwritten numerous manufacturing facilities in industries such as chemicals, automotive, petroleum, newspaper, food and steel. Finally, he has been actively involved in giving presentations on environmental products for various organizations and putting together pollution-minded programs for various municipalities. He earned his AAI designation in January of 2012.

    As an active member of the Omaha community, Andrew is involved in Teammates, Junior Achievement and Keep Omaha Beautiful. When Andrew has free time, he can be found shooting hoops on the basketball court, getting a round of golf in on the links, scavenging the fields during hunting season or watching the Chicago Cubs and Creighton Bluejays.

    Contact Information
    e-mail: afereday@ssgi.com |  phone: 402.964.5516  |  fax: 402.557.6335

    Professional Certifications

    • Accredited Advisor of Insurance (AAI)
    • Associate in Insurance Services (AIS)
    • Commercial Lines Coverage Specialist (CLCS)
    • Associate in General Insurance (AINS)

     

     

    Education
    Bachelor of Science  |  Business Administration
    Creighton University |  Omaha, NE

    International Studies
    Triniti College Dublin |  Dublin, Ireland

    Hartford School of Insurance
    Chicago, IL

    lefler-angela

    Angela Lefler

    Account Executive

    In-Home Care

    If you need someone to take care of client requests, Angela Lefler is your girl. She began her career in customer service, corporate branding and personnel management and gained experience in customer relations.

    If you need someone to take care of client requests, Angela Lefler is your girl. She began her career in customer service, corporate branding and personnel management and gained experience in customer relations. As an Account Executive at SilverStone Group, Angela assists business owners in getting coverage for themselves and their assets. For Angela, SilverStone Group isn’t just a job; it’s a career.

    Angela enjoys working at the firm because of its welcoming and inspiring environment. She is grateful for the opportunities she has been given and learns something valuable each day from her colleagues. Angela uses her enthusiasm and expertise to assist clients who need her the most. Each day, she sets out to finish one step ahead of where she started.

    When Angela isn’t at the office, she stays active, primarily by coaching her daughter Abby’s soccer team.

    Contact Information
    e-mail: alefler@ssgi.com |   phone: 402.964.5419  |  fax 402.964.5566

    Education
    Bachelor of Science
    Criminal Justice and Health Education
    University of Nebraska at Omaha  |  Omaha, NE

    lindsley-annamae

    Annamae Lindsley

    Client Advocate & Account Administrator

    Personal Insurance

    Annamae is highly organized, an efficient time manager and possesses a strong work ethic. In her role as an account administrator and client advocate, she utilizes these skills to provide the highest quality of service to her clients.

    Annamae is highly organized, an efficient time manager and possesses a strong work ethic. In her role as an account administrator and client advocate, she utilizes these skills to provide the highest quality of service to her clients.

    Annamae supports the day-to-day needs of her clients by making changes to their policies and assisting with renewals. She also aids in the preparation of quotes and proposals. Annamae stays organized to help resolve client issues quickly and ensure the best possible outcome for her clients.

    Contact Information
    e-mail: alindsley@ssgi.com |  phone: 402.964.5780  |  fax: 402.557.6320

    Education
    Masters of Science in Organizational Management
    Chadron State College |  Chadron, NE

    sorrentino-anne

    Anne Sorrentino

    Worksite Marketing Administrator

    Group Benefits

    Anne Sorrentino recognizes a good company when she sees one. With her father having worked for SilverStone Group for over 20 years, Anne feels right at home in her new role as a Worksite Marketing Administrator.

    Anne Sorrentino recognizes a good company when she sees one. With her father having worked for SilverStone Group for over 20 years, Anne feels right at home in her new role as a Worksite Marketing Administrator. She particularly enjoys the working environment at SilverStone Group and appreciates that the Firm wants to see its employees succeed.

    In her position, Anne assists the Worksite Marketing Team with various administrative duties, as well as the enrollment process. Anne brings nearly 3 years of experience in customer service and account management from previous job positions. Her Marketing degree from Creighton University has also helped prepare her for her role at SilverStone Group. Anne uses marketing in her job each day to show employers the comparisons between different products and policies in hopes of helping the client realize their need for coverage.

    Anne enjoys working with her team and is excited to learn more about the products and plans her division has to offer. She aims to show clients that she’s willing to help at any time and has made it her personal goal to connect with clients and build lasting relationships.

    When away from the office, Anne focuses her attention on her dog, Calvin.  She also enjoys exercising, reading, shopping and being outdoors.

    Contact Information
    e-mail: asorrentino@ssgi.com  |  phone: 402.964.5620  |  fax: 402.963.4086

    Education
    Bachelor of Arts  |  Marketing
    Creighton University  |  Omaha, NE

    walker-april

    April Walker

    Client Advocate & Account Administrator

    Franchise and Non-Profit Risk Services

    April joined SilverStone Group in 2011 with more than 5 years of experience in the insurance industry. She specializes in Property & Casualty and Risk Management for the Franchise and Non-profit Team.

    April joined SilverStone Group in 2011 with more than 5 years of experience in the insurance industry.  She specializes in Property & Casualty and Risk Management for the Franchise and Non-profit Team.  Her position involves marketing new and existing accounts, extending and expanding existing coverage, and renewing expirations, all while providing exceptional service to her clients.  She enjoys the feeling of success she gets from exceeding a client’s expectations. Her time spent as a Financial Analyst in the Air Force taught her the importance of attention to detail in her work, as well as teamwork. April performs her job meticulously, and completes all tasks thoroughly.

    April is an active contributor to the Omaha Insurance Community as a member
    of Independent Insurance Agents of Omaha and the Young Independent Insurance Agents of Omaha. April recently completed her Certified Insurance Counselor (CIC) designation and she is currently studying for her Chartered Property Casualty Underwriter (CPCU) designation.  When April isn’t working or studying, she can be found spending time with her family and her two young children.  April volunteers her time as a Girl Scout troop leader.  In the little free time she can find, April enjoys indulging her creative personality
    in photography, scrapbooking and traveling.

    Contact Information
    e-mail: awalker@ssgi.com |   phone: 402.964.5621  |  fax 402.557.6324

    Education
    Master of Business Administration  |  Human Resource Management
    Bellevue University  |  Bellevue, NE

    Bachelor of Science  |  Business Administration
    Peru State College  |  Peru, NE

    Professional Certifications

    • Certified Insurance Service Representative (CISR)
    • Accredited Advisor in Insurance (AAI)
    • Certified Insurance Counselor (CIC)

     

     

    thomalla-ashley

    Ashley Thomalla

    Senior Consultant

    Human Capital

    Whether she’s running, working in her garden, fishing or skiing, Ashley enjoys spending time outdoors. She also likes spending time with her boxer, Hank.

    Whether she’s running, working in her garden, fishing or skiing, Ashley enjoys spending time outdoors. She also likes spending time with her boxer, Hank. Ashley admires Hank’s curiosity for life, which keeps her on her toes and helps her stay prepared for what the consulting industry brings her way!

    As a Senior Human Capital Consultant, Ashley is dedicated to meeting client needs and helping them see the big picture in their organization. Her background in industrial/organizational psychology, coupled with her common sense approach and ability to balance science and practice, prove to be crucial in her work as a consultant. Ashley brings her outside perspective to help numerous clients, including those in financial services, healthcare, non-profits and utilities.

    Ashley has experience in analyzing and documenting jobs, which serve as the foundation of many key organizational functions such as hiring, training, compensating employees and managing their performance. Her experience includes work environment scans and audits as well as organizational design and selection projects. On a regular basis, Ashley conducts research and analyzes data to answer questions and examines best practices and industry trends to help clients see how their policies and practices compare.

    She is a Certified Compensation Professional, as well as a Global Remuneration Professional. Ashley’s education and experience in compensating and rewarding employees have helped her to focus clients on the importance of their rewards strategies. She routinely provides clients with compensation recommendations to help them attract, motivate, reward and retain top talent. Furthermore, Ashley encourages a pay for performance culture and has helped clients design pay for performance plans to motivate desired employee behaviors that lead to positive organizational outcomes. Her analytical ability, critical-thinking skills and attention to detail prove very useful in helping clients with their compensation needs.

    Ashley is working toward her PhD in Industrial/Organizational Psychology. Her research interests include policies and practices regarding workplace flexibility and work-life fit, which helps make work better for both employers and employees. She is a member of the Society for Industrial/Organizational Psychology and World at Work.

    Contact Information
    e-mail: athomalla@ssgi.com |  phone: 402.964.5409  |  fax: 402.963.4085

    Education
    Master of Arts  |  Industrial/Organizational Psychology
    University of Nebraska-Omaha  |  Omaha, NE

    Bachelor of Arts |  Psychology
    University of Nebraska-Lincoln  |  Lincoln, NE

    Professional Certifications

    • Certified Compensation Professional (CCP)
    • Global Remuneration Professional (GRP)

B

    shada-bailie

    Bailie Shada

    Principal & Chief Administrative Officer

    Corporate Services

    Although most of us call her Bailie, you could call her Alice, or you could try Cindi. She’d probably answer to any of the three, but no matter what name you call her...

    Although most of us call her Bailie, you could call her Alice, or you could try Cindi. She'd probably answer to any of the three, but no matter what name you call her, if you have a question about daily operations, financial issues or any one of a myriad of other issues, Bailie is always ready to lend her problem-solving skills and help you find the answer you need.

    With more than 35 years of experience in Operations and Management, she began her career with SilverStone Group over 25 years ago as a Senior Accountant. As the company has grown and diversified, she has taken on the responsibility of overseeing the administrative and support functions for the Firm.

    Bailie has played an important role in mergers and acquisitions, both from an analytical and an operational perspective. In addition, she serves as a resource and liaison for all operational managers regarding workflow and problem resolution. She enjoys the daily contact with her Associates (whom she calls "the brightest and best") as she helps find solutions to the logistical challenges they face in performing their various job duties.

    Contact Information
    e-mail: bshada@ssgi.com |  phone: 402.964.5539  |  fax: 402.963.4081

    Education
    Masters of  Business Administration
    Wichita State  |  Wichita, KS

    Bachelor of Arts  |  German
    University of Northern Colorado  |  Greeley, CO

    dale-barb

    Barb Dale

    Principal

    Property & Casualty

    Barb has worked in the insurance industry for more than 30 years. With that much experience, you can rest assured that your organization is receiving the most knowledgeable information possible.

    Barb has worked in the insurance industry for more than 30 years. With that much experience, you can rest assured that your organization is receiving the most knowledgeable information possible.  Specializing in property & casualty and risk management, Barb oversees the service staff of the Property & Casualty Risk Services Division, a job she says is a lot like working with extended family. Barb prides herself on her team's commitment to always putting client needs first. She has developed strong, positive relationships with insurance carriers and spends time researching products, industry innovations and other means by which the client/carrier relationship can be enhanced.

    Barb services on several boards, she is President of Omaha Independent Insurance Agents organization and she sits on the Executive Board of NetVU (National User Group of Vertafore products), past president of Insurance Women of Omaha, and is an  active member of Omaha Underwriters Association and  Omaha Chapter of Chartered Property Casualty Underwriters (CPCU). In 1998 Barb was awarded Insurance Woman of the Year by Insurance Women of Omaha. Barb is not in this for the accolades, though -- she loves working at SilverStone Group because of the firm-wide commitment to customer service.  And she's always up for a challenge -- change, she says, is good for the organization, helping us face the future unafraid to try new things.

    Contact Information
    e-mail: bdale@ssgi.com |  phone: 402.964.5560  |  fax: 402.557.6328

    Professional Certifications

    • Chartered Property Casualty Underwriter (CPCU)
    • Certified Insurance Service Representative (CISR)
    • Certified Professional Insurance Women (CPIW)
    hoffman-barb

    Barb Hoffman

    Client Advocate & Sr. Service Specialist

    Group Benefits

    As a breast cancer survivor, Barb Hoffman uses her life experiences to provide top-notch care to her clients.

    As a breast cancer survivor, Barb Hoffman uses her life experiences to provide top-notch care to her clients. She shares the same compassion with her clients as she does with the women in her breast cancer support group by being responsive to their needs and building lasting relationships. Barb’s efforts to please her clients haven’t gone unnoticed. In 2012, she was recognized by SilverStone Group with the Nelson Award for her on-going dedication.

    Even with more than 15 years of employee benefit administration experience, Barb finds excitement in her job each day. She loves the variety of working with clients and conducting employee education opportunities. She truly appreciates her team, recognizing their thoughtfulness and concern for her personal well-being.

    While away from the office, Barb enjoys gardening and landscaping, going to concerts, and driving and showing her 1999 COBRA Mustang. She is also co-chair of Community Fundraising for Project Pink’d, a nonprofit organization that supports women recently diagnosed with breast cancer.

    Contact Information
    e-mail: bhoffman@ssgi.com |  phone: 402.964.5481  |  fax: 402.963.4083

    Education
    Wayne State College |  Wayne, NE

     

    cleaveland-barry

    Barry Cleaveland

    Director

    Research & Development

    troester-ben

    Ben Troester

    Benefits Technology Analyst

    Group Benefits

    Like many others in Nebraska, Ben is a sports enthusiast. His passion is football, but not the American version. Having started playing at age 4, Ben competed in soccer all through high school and college and remains an avid fan.

    Like many others in Nebraska, Ben is a sports enthusiast. His passion is football, but not the American version. Having started playing at age 4, Ben competed in soccer all through high school and college and remains an avid fan. These days, however, he spends less time on the soccer field and more time promoting and maintaining software for clients.

    With 6 years of experience in the industry, Ben understands the value of customer satisfaction and is dedicated to meeting his clients’ needs. In a previous position, he focused on implementing new business and managing the set up process. Here at SilverStone Group, Ben uses his enrollment knowledge to assist clients with their enrollment platforms. Part of his role includes creating, maintaining and updating robust and user-friendly enrollment sites.

    Ben enjoys working alongside the Group Benefits Team as he makes the enrollment process easier for clients! Whether he’s in the office or on the soccer field, Ben is always moving toward the goal!

    Contact Information
    e-mail: btroester@ssgi.com |  phone: 402.964.5788  |  fax: 402.463.4083

    Education
    Bachelor of Business Administration
    University of Nebraska-Lincoln |  Lincoln, NE

    johnson-beth

    Beth Johnson

    Client Advocate & Executive Assistant

    Defined / Post-Retirement Benefits

    SilverStone Group is not just a place of work for Beth, it’s her second home. After 28 years with the company, her fellow Associates have become like family.

    SilverStone Group is not just a place of work for Beth, it’s her second home. After 28 years with the company, her fellow Associates have become like family.

    Beth currently serves as the Executive Assistant for the Defined / Post-Retirement Benefits division but she has held various positions, including Assistant Plan Administrator, Administrative Assistant and 401(k) Plan Record Keeper.

    Along with the wide variety of duties that keep her moving throughout the day, Beth’s focus is on assisting in the GASB area with marketing, maintaining prospect and client lists and drafting and assembling proposals. Beth also handles plan administrator duties as a backup and fills in wherever she is needed.

    Beth is active in her community and has enjoyed her mission trips to Northern Canada. For six straight summers, she took a 17-hour car ride along with an hour-and-a-half turbo prop plane ride to the Oji-Cree Indian reservation in Ontario, where she taught Vacation Bible School to Indian children. Working with the children on the reservation has given Beth experience to handle her son, who was adopted in May of 2008. Beth says that both her son and the Indian children are very active, but she says they all offer an incredible opportunity for growth and learning potential. In a few years, Beth would love to return to Northern Canada and take her son to show him quite the unique experience, but for now she is active in taking him to swim, baseball and t-ball.

    Contact Information
    e-mail: bmjohnson@ssgi.com |  phone 402.964.5503  |  fax 402.963.4089

    Education
    Legal Clerical
    Spencer College of Business  |  Spencer, IA

    allerton-betsy

    Betsy Allerton

    Scanning Associate

    Corporate Services

    Betsy has a hunger for culinary arts. Whether she’s cooking for family and friends or trying out new restaurants, it’s a passion she hopes to pursue someday. Betsy even has a coffee shop named “Brewed Awakenings” in mind...

    Betsy has a hunger for culinary arts. Whether she’s cooking for family and friends or trying out new restaurants, it’s a passion she hopes to pursue someday. Betsy even has a coffee shop named “Brewed Awakenings” in mind; who knows what the future holds for this queen of cuisine! One thing is for sure, she’d have the following and support of her fellow coworkers who have appreciated her assistance over the past 8 years.

    Betsy was one of the first to be introduced to the Scanning Associate/Client Advocate position and she knows it like the back of her hand. Due to the various tasks requested by all areas of SilverStone Group, Betsy has become familiar with all divisions, as well as with their clientele, making her an essential part of the Corporate Services team.  As a Scanning Associate, Betsy and her coworkers work towards making SilverStone Group “paperless” by scanning all departments’ incoming mail, along with new and old files. Her flexibility and willingness to help everyone keeps her busy with something different everyday!

    Betsy enjoys her coworkers and the benefits SilverStone Group has to offer, “It’s nice to say where you work and people have nothing but great things to say about it.”

    Contact Information
    e-mail: ballerton@ssgi.com |  phone: 402.964.5501  |  fax: 402.557.6328

    Education
    University of Nebraska-Omaha  |  Omaha, NE

    Culinary Arts Program
    Metropolitan Community College  |  Omaha, NE

    fox-bill

    Bill Fox

    Principal, Vice President & Senior Consultant

    Group Benefits

    Despite his serious demeanor, Bill Fox will throw caution into the wind and hop on his motorcycle any day. Bill has more than 18 years of experience managing group...

    Despite his serious demeanor, Bill Fox will throw caution into the wind and hop on his motorcycle any day. Bill has more than 20 years of experience managing group insurance accounts that have both multiple-plan options and multiple-corporate locations. His areas of specialty include underwriting/budgeting, plan design analysis, analysis of alternate funding methodologies and administration and communication of group insurance programs for large employers. He has extensive knowledge of government filings in health and welfare plans.

    Bill works with a solid, “best-in-class” benefits team whose resources allow them to be responsive and effective in supporting customer needs — whether it’s customer service issues such as claims resolution or billing issues, claims underwriting analysis and strategic planning, or all points in between. He believes he makes a difference to his clients by using a proactive approach to consulting; he offers customers short- and long-term strategies for managing their employee benefit plans. There is no ‘one size fits all’ answer for a benefits program, so our continual evaluation and establishment of a strategic plan for each customer offers unique solutions to control costs, and remain competitive in their own industry by recruiting and retaining the best employees. Over the course of his employment with SilverStone Group, Bill has come to appreciate the flexibility to handle job duties to the best of his ability without being micromanaged. Bill believes that a large part of his success with the Firm is due to the support and encouragement he has received while building his career.

    Bill has been a contributing author for the Firm’s SilverLink magazine. He has reached Fellow status with the International Society of Certified Employee Benefit Specialists (ISCEBS), and he is a former officer for the Nebraska chapter of CEBS. Bill is a mentor for the TeamMates Mentoring Program.

    Contact Information
    e-mail: bfox@ssgi.com |  phone: 402.964.5455  |  fax: 402.963.4083

    Professional Certifications

    • Certified Employee Benefit Specialist (CEBS)
    • Health Insurance Associate (HIA)

    Education
    Bachelor of Science  |  Business Administration, Finance
    University of Nebraska-Lincoln |  Lincoln, NE

    keefe-bob

    Bob Keefe

    Director | Human Resources

    Human Resources

    Although Bob is nervous to announce his alliance in a Husker majority office, he’s actually an avid Iowa Hawkeyes football fan.

    Although Bob is nervous to announce his alliance in a Husker majority office, he’s actually an avid Iowa Hawkeyes football fan. But that doesn’t mean he would turn down a good SilverStone Group Husker tailgate either. Bob brings over 20 years of experience as a Human Resource Generalist and Manager. He has experience in retail, information technology and the insurance industry.

    As Director, Bob spends time managing the day-to-day functions and planning of Human Resource initiatives for SilverStone Group. He enjoys the culture at SilverStone Group and tries to put resources and philosophies into place that allow all Associates to excel. Bob strives to provide outstanding benefits and services to all staff members by addressing needs in an effective and timely manner.

    In his free time, Bob might be out golfing or vacationing on the shores of Puerto Vallarta…or quietly cheering on the Hawkeyes.

    lembke-bob

    Bob Lembke

    Senior Consultant

    Risk Management Consulting

    Bob Lembke says that his best "out-of-office" days are spent on long road trips with "the guys" on their Harleys. Sounds like a pretty good time. Now, however...

    Bob says that his best "out-of-office" days are spent on long road trips with "the guys" on their Harleys. Sounds like a pretty good time.

    Now, however, Bob stays busy helping SilverStone Group's construction industry clients manage risk and mitigate exposures. The Harley gets out less than he'd like (although he admits to visiting Sturgis once in awhile).

    With a 30-year career in the insurance/risk management field, 16 with Peter Kiewit and Sons, followed by a post-retirement stint as the owner of a private consulting service, Bob has found his niche -- drilling down into a client's daily operations to thoroughly understand how the risks encountered can affect the organization's bottom line. And Bob has the experience and expertise to know how best to modify an organization's risk management and insurance program to lessen risk for construction clients.

    No matter what the situation, Bob is ready and willing to help, bringing expert analytical strategies to find solutions that really work.

    Contact Information
    e-mail: blembke@ssgi.com |  phone: 402.964.5446  |  fax: 402.557.6325

    Professional Certifications

    • Chartered Property Casualty Underwriter (CPCU)
    • Associate Risk in Management (ARM)

    Education
    Masters of Business Administration
    University of Nebraska-Omaha |  Omaha, NE

    Bachelor of Science  |  Finance
    Drake University |  Des Moines, IA

    feilmeier-bonita

    Bonita Feilmeier

    Client Advocate & Account Administrator

    Property & Casualty

    rueb-brad

    Brad Rueb

    Client Advocate & Sr. Benefit Analyst

    Group Benefits

    Brad Rueb is a straight shooter. Whether he is working with clients or enjoying his favorite pastime – archery, he sure knows how to hit the bull’s eye!

    Brad Rueb is a straight shooter. Whether he is working with clients or enjoying his favorite pastime – archery, he sure knows how to hit the bull’s eye!

    Brad has worked in the insurance industry for over 30 years. His experience includes underwriting for accounts from 50 to over 5,000 employees, funding arrangements of various types, presentations to clients and brokers, contract analysis and issuance of new business and renewal rates. Brad enjoys working directly with his clients, allowing for open communication to find the best solutions to meet their needs. His vast insurance underwriting background is critical in the analysis of client renewals and proposals.

    With two and a half decades in the business, Brad knows that practice makes perfect. When he isn’t busy analyzing benefit packages for clients, you might find him slinging arrows on an archery trail outside of Gretna. Whether it’s work or play, Brad delivers a level of dedication that always exceeds expectations!

    Contact Information
    e-mail: brueb@ssgi.com |   phone: 402.964.5460  |  fax 402.96.4083

    Education
    Bachelor of Arts |  Business Administration
    Hastings College  | Hastings, NE

    warren-breanna

    Breanna Warren

    Word Processing Specialist

    Marketing & Communications

    Breanna knows the meaning of hard work. While attending the University of Nebraska at Omaha, she worked full-time and still managed to graduate Magna Cum Laude in only 3.5 years! Breanna’s dedication is an asset to the Communications department, where she reviews, formats an

    Breanna knows the meaning of hard work. While attending the University of Nebraska at Omaha,
    she worked full-time and still managed to graduate Magna Cum Laude in only 3.5 years! Breanna’s dedication is an asset to the Communications department, where she reviews, formats
    and creates communication materials
    for the Associates of SilverStone Group.

    Prior to joining SilverStone Group, Breanna expanded her knowledge at a local newspaper where she conducted interviews, copy-edited, wrote press releases and feature articles.
    As part of the Communications Team, Breanna proofs and formats letters, proposals, spreadsheets and PowerPoints.

    Her eye for detail, hard work and multi-tasking skills enable her to work on multiple projects at once, while maintaining a high standard for her communication pieces.

    Breanna enjoys giving back to the community. In fact, she met her husband while volunteering at a local Boy Scout camp where he was also working. In addition to her husband, Breanna’s pet rabbit, Gandalf, and kitten, Goose, keep her company while
    at home.

    Contact Information
    e-mail: bwarren@ssgi.com |  phone: 402.964.5797  |  fax: 402.964.5454

    Education
    Bachelor of Arts | Journalism
    University of Nebraska | Omaha, NE

    sesker-brett

    Brett Sesker

    Principal & Senior Consultant

    Group Benefits

    Brett is someone who will go above and beyond for his clients. Brett's 21 years of experience in Group Health and Welfare plans serve him well in underwriting...

    Brett Sesker is someone who will go above and beyond for his clients. Brett’s 24 years of experience in Group Health and Welfare plans serve him well in underwriting, product development, project management, alternate funding and managed care. He spent 10 of those 24 years as an underwriter with a major insurance company, an experience, he says, that he “lived to tell about” and which gave him excellent insight into plan design and implementation of group benefits programs.

    With specialties in small and large group risk management, alternate funding (including minimum premium and self-funding) product development, project management, medical, dental, life, disability and vision benefit programs, Brett is able to provide comprehensive benefits plans to his clients. Because he knows that every client is different, he enjoys getting to know each one individually as he develops a customized approach to meet their needs. Brett says that meeting the day-to-day challenges of creating understandable and valuable benefits programs allows him to learn new skills and remain open to thinking “outside the box.”

    In his free time, Brett serves as a board member for the Elkhorn Public Schools Foundation and the Wellness Council of the Midlands (WELCOM). He is an avid Iowa Hawkeye fan while living in the great State of Nebraska.

    Contact Information
    e-mail: bsesker@ssgi.com |  phone: 402.964.5451  |  fax: 402.963.4083

    Professional Certifications

    • Fellow Life Management Institute (FLMI)
    • Health Insurance Associate (HIA)
    • Associate, Life and Health Claims (ALHC)
    • Group Benefits Associate (GBA)
    • Producer's Licenses in Nebraska and Iowa for HMO, Life Insurance and Annuities, Sickness, Accident and Health
    • State of Nebraska Consultant's License in Life and Health

    Education
    Working towards Masters in Business Administration
    (23 hours completed)
    Drake University |  Des Moines, IA

    Bachelor of Business Administration  |  Economics
    University of Iowa |  Iowa City, IA

    boraas-brian

    Brian Boraas

    Manager

    Group Benefits

    Ask Brian Boraas what he loves most about his job and he will tell you that it is working with caring people who love their jobs.

    Ask Brian Boraas what he loves most about his job and he will tell you that it is working with caring people who love their jobs. Brian is a people person. He enjoys working and interacting with both clients and colleagues on a daily basis.

    Brian has more than 24 years of experience in the insurance industry, including 14 years with United Healthcare and Kaiser Permanente. John Sutton, SilverStone Group’s Regional Director, said “The depth of Brian’s background with his claims, large group underwriting and Chief Financial Officer experience will be invaluable in assisting our clients to manage the changing complexities of healthcare benefits.”

    He has conducted hundreds of employee meetings and underwriting trainings. Brian is skilled in developing client relationships that are built on great service. He brings value to clients by analyzing their employee benefit programs and making recommendations to create understandable and valuable programs for employers and employees.

    When not at work, Brian enjoys spending time with his wife and two children. When his children were younger, he coached them in football, baseball and basketball.

    Contact Information
    e-mail: bboraas@ssgi.com |  phone: 605.444.5112

    Education
    Moorhead State UniversityMoorhead, MN

    Professional Titles
    Associate Customer Service
    Health Insurance Association  of America

     

    kimminau-brian

    Brian Kimminau

    Client Advocate & Actuarial Analyst

    Defined / Post-Retirement Benefits

    Brian is a numbers guy through and through. As an actuarial analyst in the Defined/Post-Retirement Benefits division, he prepares valuation and disclosure reports for his clients.

    Brian is a numbers guy through and through. As an actuarial analyst in the Defined/Post-Retirement Benefits division, he prepares valuation and disclosure reports for his clients. From current numbers to predictions, he can do it all! Brian has been with SilverStone Group for 12 years, 4 as an administrator and 8 as an analyst.

    Throughout his time at the company, Brian has loved using Excel to complete calculations in order to provide efficient, timely information to his clients. This efficiency allows them to get the best results – and to keep coming back. Brian enjoys working at SilverStone Group because he says the leaders genuinely care about their employees. The flexibility in his schedule doesn’t hurt either!

    Brian is a Qualified Plan Administrator (QPA) and a Qualified 401(k) Administrator (QKA). He has written articles for the firm’s SilverLink magazine and is a member of the American Society of Pension Professionals & Actuaries.

    Contact Information
    e-mail: bkimminau@ssgi.com |   phone: 402.964.5518  |  fax 402.963.4089

    Professional Titles
    Qualified Plan Administrator (QPA)
    Qualified 401(k) Administrator (QKA)

    Education
    Bachelor of Science
    Family Financial Management & Math
    University of Nebraska-Lincoln  |  Lincoln, NE

C

    gonzalez-carol

    Carol Gonzalez

    Vice President & Consultant

    Qualified Plan & Investment Services

    When Carol Gonzalez got her first job 35 years ago, she worked at Omaha's Henry Doorly Zoo, making $1 an hour. Things have really changed since that time!

    When Carol got her first job 35 years ago, she worked at Omaha's Henry Doorly Zoo, making $1 an hour. Things have really changed since that time!

    In the intervening years, Carol garnered over 20 years of management experience with a comprehensive background in Qualified Retirement Plans that spans more than 30 years. Her background encompasses plan design, administration, compliance and problem resolution. This experience, plus her many years working in the defined contribution arena, gives Carol and her team an advantage that many other companies don't have. She is able to analyze a client's situation and employee demographics and create customized answers that best serve the client's needs.

    At SilverStone Group, the Investment Team is focused on finding solutions for complex retirement issues. Carol understands the "whole picture," including investment guidelines, prototype plan documents and employee communications. This knowledge is invaluable when a recordkeeping and/or investment conversion to a new provider is desired. When you combine this knowledge with her expertise in plan design and qualified plan administration, and add in her commitment to one-on-one personal service, you have a powerful resource that our clients have come to rely on.

    Contact Information
    e-mail: cgonzalez@ssgi.com |  phone: 402.964.5495  |  fax: 402.963.4084

    kucirek-carrie

    Carrie Kucirek

    Word Processing Specialist

    Marketing & Communications

    For someone as quiet as a church mouse, Carrie sure has a vibrant vocabulary. If anyone can find excitement in proofreading articles and searching for grammatical errors, it’s Carrie. Writing is her forte, and mastering details comes naturally to her!

    For someone as quiet as a church mouse, Carrie sure has a vibrant vocabulary. If anyone can find joy in proofreading articles and searching for grammatical errors, it’s Carrie. Writing is her forte, and mastering details comes naturally to her! Carrie is also an expert when it comes to making things aesthetically pleasing. As a Communications Specialist, Carrie helps fulfill requests from Associates to create, format and edit documents, including letters, proposals, spreadsheets and more!

    Carrie has more than 10 years of experience in the communications industry – writing, editing and designing. Prior to joining SilverStone Group, Carrie worked as a copy editor for a daily newspaper in Virginia and as an editor for a weekly newspaper here in Nebraska. Carrie is so grateful to have landed at a great company like SilverStone Group. She appreciates the teamwork aspect of her job and the wide variety of projects that come across her desk.

    When Carrie isn’t busy perfecting documents, she enjoys globetrotting. She’s been to nearly all 50 states and is fortunate to be able to travel the world with her husband, Steve.

    Contact Information
    e-mail: ckucirek@ssgi.com |  phone: 402.964.5508  |  fax: 402.964.5454

    Education
    Bachelor of Arts | Journalism & Mass Communications
    Iowa State University | Ames, IA

    tremel-chad

    Chad Tremel

    Vice President

    Group Benefits

    When Chad began working for SilverStone Group, he never dreamed that he would still be here 15 years later. The reason he's stayed is three-fold...

    When Chad began working for SilverStone Group, he never dreamed that he would still be here 16 years later. The reason he’s stayed is three-fold. First, he loves working in a challenging, competitive environment. Secondly, he appreciates the fact that SilverStone Group sets some of the highest standards in the industry and he wholeheartedly supports the philosophy that client satisfaction is the Firm’s number one concern. But most importantly, Chad says it’s an honor to work with people of character who are experts in their field and who value trustworthiness, honesty and integrity as much as he does.

    A 18-year industry veteran, Chad specializes in the design and implementation of group benefit programs that help employers provide comprehensive benefit packages to attract and retain employees. Although he works with clients of all sizes, the majority of his accounts are in the “middle market,” which includes employers with 25-150 employees. For these clients, providing employee benefits is often a challenge. Underwriting expertise, market analysis and negotiating power are extremely important and can make a discernable difference in the client’s success.

    Chad has presented before the Greater Omaha Chamber of Commerce, the Lincoln Chapter of Associated General Contractors and numerous nonprofit organizations. He is often quoted in publications as an expert in the field and has led hundreds of employee meetings and orientations regarding employer-sponsored benefit programs.

    Chad is a member of many professional and civic organizations, including Junior Achievement and Make-A-Wish Foundation. He is a member of St. Stephen the Martyr Catholic Church.

    Contact Information
    e-mail: ctremel@ssgi.com |  phone: 402.964.5467  |  fax: 402.963.4083

    Professional Certifications

    • Health Insurance Association (HIA)
    lausten-chris

    Chris Lausten

    Client Advocate, Consultant

    Group Benefits

    nulty-chris

    Chris Nulty

    Client Advocate & Administrative Assistant

    Group Benefits

    eckert-chuck

    Chuck Eckert

    Executive Director

    Real Estate Risk Services

    Chuck is serious about getting to know his clients and their insurance needs.

    Chuck is serious about getting to know his clients and their insurance needs. With more than 20 years of property and casualty experience and a diverse insurance background, including five years as a front lines claims adjuster and eleven years of marketing, underwriting and sales management experience, Chuck has the tools necessary to provide innovative and comprehensive solutions for his clients.

    His superior product knowledge, claims experience, sales acumen and underwriting background give SilverStone Group clients a distinct advantage in the marketplace. Chuck's ability to help insurance carriers understand the key components of his clients' operations and exposures are critical ingredients to securing comprehensive insurance programs in the marketplace.

    His background with both regionally-based and national insurance carriers gives him access to a network of relationships across the industry. These contacts and business relationships are often key drivers behind the development of solutions for his clients' catastrophic risk exposures. He is part of a team at SilverStone Group that is considered one of the top industry-specific insurance teams in the United States, insuring property in all 50 states, Canada, Puerto Rico, Mexico, the Caribbean, Europe and the former Soviet Union.

    Chuck specializes in multi-family residential, hospitality, retail and industrial and commercial property risks. He knows that no matter where they're located, his clients face a variety of risk management challenges every day. That's why Chuck and the team work hard to find insurance solutions to address these complex business exposures. According to Chuck, Wisdom at Work isn't just a catch phrase -- it's the way his team uses its experience and knowledge to provide the best possible service for his clients.

    Chuck's hobbies including golfing, hunting and other outdoor activities. He is active with the local Make-A-Wish Foundation and enjoys coaching soccer, softball and basketball.

    Contact Information
    e-mail: ceckert@ssgi.com |  phone: 402.964.5484  |  fax: 402.557.6323

    Education
    Bachelor of Science  |  Business Management & Accounting
    University of Nebraska-Lincoln |  Lincoln, NE

    Sales & Training
    Cincinnati InsuranceCincinnati, OH

    adams-cindee

    Cindee Adams

    Client Advocate & Account Administrator

    Agriculture & Transportation Risk Services

    With more than 45 years of experience, clients can rest assured Cindee has their risk management under control. Her knowledge was obtained throughout her years of quoting, underwriting, processing and training.

    With more than 45 years of experience, clients can rest assured Cindee has their risk management under control. Her knowledge was obtained throughout her years of quoting, underwriting, processing and training.

    Her acute listening skills set Cindee apart from other account administrators. She truly focuses on what her clients are saying to get detailed and accurate information. She then puts her problem solving skills to work and continually provides a quick turnaround for her clients. Her extensive knowledge of the insurance market enables her to help clients with any questions that may arise.

    Cindee is a Certified Professional Insurance Agent (CPIA), a member of the Omaha Underwriters Association, Independent Insurance Agents of Omaha Omaha Sports Club and is a TeamMates mentor.

    Contact Information
    e-mail: cadams@ssgi.com |  phone: 402.964.5486  |  fax: 402.557.6327

    Professional Titles

    • Certificate in General Insurance (AINS)
    • Certified Professional Insurance Agent (CPIA)

    Education
    Certificate in Management
    University of Nebraska-Omaha |  Omaha, NE

    tully-cindy

    Cindy Tully

    Consulting Associate & Executive Assistant

    Human Capital

    Cindy really cares about the people she works with—in fact, she considers them family (which is a good thing). As the go-to person for SilverStone Group’s Human Capital Consulting Team...

    Cindy really cares about the people she works with — In fact, she considers them family (which is a good thing). As the go-to person for SilverStone Group’s Human Capital Consulting Team, Cindy is often called upon to make travel arrangements, field dozens of client calls, assist with client work and keep everyone’s schedule up-to-date. In short, she’s an organizational whirlwind, dynamic problem solver and proactive client advocate. Plus, she’s just darn nice to work with.

    With 15-plus years of experience in the Human Capital division and over 30 years in business, Cindy’s experience includes assessment administration, affirmative action program analysis and attending to clients’ needs. Her professional skills are definitely a true asset to SilverStone Group.

    Cindy enjoys the client interaction and variety her job offers. Her interpersonal and management skills, along with a values-based approach to business and client work, provide her with the tools needed to contribute to the growth of the organization.

    Cindy keeps her life active by golfing, jogging, biking and any other outdoor activity you can think of. After raising two active children, Cindy currently enjoys life as a grandparent.

    Contact Information
    e-mail: ctully@ssgi.com |  phone: 402.964.5549  |  fax: 402.963.5555

    stich-colleen

    Colleen Stich

    Account Manager

    Group Benefits

    At age 17, Colleen began her career in the insurance industry, working at Blue Shield of South Dakota. Now that’s what we call motivation!

    At age 17, Colleen began her career in the insurance industry, working at Blue Shield of South Dakota. Now that’s what we call motivation!

    Today, Colleen has more than 35 years of experience in the insurance industry in account management, billing and customer service. She manages group accounts and serves clients with plan changes, administration, benefits changes, renewals and negotiation of renewal rates with carriers.

    Colleen understands the importance of providing detailed, accurate information and quick turnaround time. Her clients can count on her to handle their needs in an efficient and timely manner.

    Colleen strives to enjoy life to the fullest. She notes her greatest pleasure in life is spending time with her family and grandchildren, along with taking walks.

    Contact Information
    e-mail: cstich@ssgi.com  |  phone: 605.444.5111  |  fax: 866.427.6568

D

    burke-dan

    Dan Burke

    Principal

    Property & Casualty | Franchise Risk Services

    Dan knows that in business it's people who make the difference. He's been in the property and casualty business for more than 19 years...

    Dan knows that in business it’s people who make the difference. He’s been in the Property & Casualty business for more than 21 years, long enough to know that what really makes a customer feel valued is having someone take the time to listen to his or her story. That’s exactly what Dan and his team do each and every day while communicating extensively with their client and then work together to streamline coverages. Dan and his team use a total cost of risk approach that incorporates a number of divisions including the Human Capital and Private Client Service area. Dan specializes in the placement of unique coverages including large workers’ compensation programs that can include a loss-sensitive approach.

    Dan really enjoys helping others and already has an admirable community service record. He is a past member of the Fontenelle Forest Board of Directors Executive Committee and a past member of the New Cassel Retirement Center Board of Directors. He has also served on the Ak-Sar-Ben Floor Committee. Dan attended the Roger Sitkins Training Camp and is a member of the Nebraska Restaurant Association. In addition, Dan holds his Certified Professional Insurance Agent (CPIA) designation.

    Contact Information
    e-mail: dburke@ssgi.com |  phone: 402.964.5562  |  fax: 402.557.6326

    Professional Certifications

    • Certified Professional Insurance Agent (CPIA)

    Education
    Bachelor of Science  |  Organizational Communication
    Creighton University |  Omaha, NE

    Partnership Program
    St. Paul Companies

    Producer Program
    Continental Western

    larock-dan

    Dan LaRock

    Vice President

    Group Benefits

    When Dan LaRock isn’t busy with clients and volunteer activities, if you listen carefully, you might just hear him playing his guitar and singing.

    When Dan isn’t busy with clients and volunteer activities, if you listen carefully, you might just hear him playing his guitar and singing.

    Dan is the lead account executive for the South Dakota Group Benefits division. He joined SilverStone Group in 2006 and specializes in working with employers who have complicated funding arrangements and large, multi-site locations. His communication skills and relationships with the carrier and vendor marketplace help his clients to achieve the most competitive pricing and highest levels of customer service.

    Dan knows that the best solutions are often a result of collaboration -- both within our Firm and with our clients. He believes SilverStone Group makes a difference for clients by delivering sound, independent advice and helping educate clients about changes and new developments in the industry. Dan quarterbacks a talented team, rich with industry expertise. In the process of showing clients where their true costs lie and helping them manage and negotiate both their fixed and projected expenses, this team creates a mutually valued partnership that helps clients learn things they've never known before.

    He spent the previous 12 years in professional public relations, fundraising and consulting positions. His experience in donor cultivation and management are extremely beneficial to the development of new clients for all of SilverStone Group's service areas.

    Dan is a 2002 graduate of the Leadership Sioux Falls program. He serves on the Board of Trustees for Kilian Community College and Bethlehem Lutheran Church of Hills, MN. In addition, he is a member of Orion Foods Challenge Steering Committee benefiting Children’s Home Society and sits on the Leadership Sioux Falls Selection Team.

    Contact Information
    e-mail: dlarock@ssgi.com |  phone: 605.444.5108  |  fax: 605.332.2105

    Education
    Bachelor of Science  |  Mass Communications
    Minnesota State University |  Moorhead, MN

    myers-dan

    Dan Myers

    Vice President

    Group Benefits

    When away from work, Dan Myers enjoys traveling to Sanibel Island, FL with his wife to relax and take advantage of the warm weather on the beach.

    When away from work, Dan enjoys traveling to Sanibel Island, FL with his wife to relax and take advantage of the warm weather on the beach. When he isn’t taking in the sun and sand, Dan is hard at work, specializing as a broker or consultant for group medical, dental, disability, life and Flexible Spending Accounts (FSA).

    During his 28 years of experience in the Employee Benefits field, Dan has worked on both the insurance company and broker sides of the industry. He believes this vast experience allows him to contribute a strong perspective regarding insurance carrier philosophies, broker competition and the service/solution needs of clients. His unique ability to present multiple lines of employee benefit and administrative programs, coupled with our highly qualified Client Services Team, Dan provides his clients with trusted advisors for their employee benefit plans.

    Dan knows the importance of acting as an advocate for his clients and he searches for the best possible outcome in every engagement. He takes pride in his team’s ability to solve benefit issues and to develop new products that will enhance each client’s benefits portfolio. Dan’s team makes a difference for clients by being proactive, taking the time to listen and providing outstanding customer service.

    Dan is a member of the Omaha Association of Health Underwriters (for whom he served as president in 1996) and is currently Chairman of the Consumer Credit Counseling Board of Directors. Dan is also active in both the Sarpy and Bellevue chambers of commerce.

    Contact Information
    e-mail: dmyers@ssgi.com |  phone: 402.964.5476  |  fax: 402.963.4090

    Professional Certifications

    • Registered Health Underwriter (RHU)
    • Registered Employee Benefits Consultant (REBC)

    Education
    Bachelor of Arts
    Creighton University |  Omaha, NE

    votava-dana

    Dana Votava

    Multi-Media Manager

    Marketing & Communications

    tn_dani

    Dani McCawley

    Client Advocate & Account Administrator

    Property & Casualty

    Dani loves the outdoors and spends most of her free time outside biking, running, snowboarding or playing various sports. In college, Dani, a Summa Cum Laude graduate, played soccer...

    Contact Information
    e-mail: dmccawley@ssgi.com |  phone: 402.964.5488  |  fax: 402.963.4089

    Education
    Bachelor of Science  |  Mathematics
    University of Nebraska-Omaha  |  Omaha, NE

    crough-danielle

    Danielle Crough

    Senior Consultant

    Human Capital

    Danielle may spend her daytime hours working with busy organizational leaders, but she spends her evenings with her growing family out in the quiet countryside. Whether she is working with leaders or teaching her young girls how to garden, two qualities intertwine her worlds: confidence and vision.

    Danielle may spend her daytime hours working with busy organizational leaders, but she spends her evenings with her growing family out in the quiet countryside. Whether she is working with leaders or teaching her young girls how to garden, two qualities intertwine her worlds: confidence and vision. These two qualities translate easily into Danielle’s work as a Senior Human Capital Consultant with experience in leadership development, strategic planning, performance management, selection systems and employee engagement.

    As a Senior Consultant, Danielle takes a holistic approach to her work to help people perform at their best to ensure businesses thrive. Her expertise includes leadership and organizational development via management training, executive team building and individual coaching. She also assists clients with the development of selection and performance management systems, as well as leveraging strategic planning and employee engagement for organizational success.

    Danielle’s passion for developing leaders and helping organizations stems from her experience in the field, in addition to her thorough understanding of best practices. Her clients can count on her to effectively implement cutting-edge and conventional methods to assist with their human capital needs.

    Danielle serves as adjunct faculty for the University of Nebraska Omaha, teaching MBA courses on leadership and organizational behavior. She is a featured speaker on human capital topics and also serves as a co-chair for the steering committee for the Omaha Women’s Fund Young Professional Circles Group. Danielle is also on the board for the Family Housing Advisory Services, and she is involved in the service league for Partnership4Kids. In addition, Danielle is a member of the Society of Industrial Organizational Psychology, where she presents her research findings and collaborates with others in her field.

    When Danielle is not working, teaching or giving a presentation, she enjoys spending time with her family. There’s nothing like the tranquil nature of the countryside to help her relax at the end of the day.

    Contact Information
    e-mail: dcrough@ssgi.com |  phone: 402.964.5546  |  fax: 402.963.4085

    Professional Certifications

    • Senior Professional in Human Resources (SPHR)

    Education
    PhD of Philosophy  |  Industrial & Organizational Psychology
    University of Nebraska-Omaha|  Omaha, NE

    Master of Arts  |  Industrial & Organizational Psychology
    University of Nebraska- Omaha |  Omaha, NE

    Bachelor of Arts  |  Industrial & Organizational Psychology
    University of Minnesota |  Minneapolis, MN

    berliner-dave

    Dave Berliner

    Private Client Executive | Director

    Personal Insurance | Outdoor Recreational Risk Services

    With nearly 10 years of service at SilverStone Group, David focuses on risk management in the key areas of Personal Insurance and Outdoor Recreation.

    With nearly 10 years of service at SilverStone Group, David focuses on risk management in the key areas of Personal Insurance and Outdoor Recreation.

    As Private Client Executive of the Personal Insurance Team, David works to provide individuals with protection for the possessions they value most while delivering unsurpassed customer service. Through face-to-face visits and consultations, he serves clients who need more than the average mass-market insurance products. He maintains detailed knowledge of new and existing products, researches market conditions and identifies solutions to help his clients select the most effective coverage for their particular needs.

    David also oversees our Outdoor Recreation Risk Services practice, specializing in golf courses/country clubs and hunting preserves. His 10 years in the golf industry, including 8 years as a PGA assistant professional and teaching professional, assist him in building and maintaining solid working relationships within the industry. He has experience with exposures that impact a variety of facilities—including upscale daily-fee, private and resort operations.

    Prior to living in Omaha, David was located in Denver where he worked with “Open Fairways,” a charitable organization that introduces disadvantaged, inner-city youth to the game of golf. Since 2005, David has been the Division Leader for the Annual Membership Drive for Omaha’s Henry Doorly Zoo & Aquarium.

    Contact Information
    e-mail: dberliner@ssgi.com |  phone: 402.964.5576  |  fax: 402.557.6330

    Education
    Bachelor of Arts  |  Political Science
    Villanova |  Philadelphia, PA

    choquette-david

    David Choquette

    Client Advocate & Actuarial Analyst

    Defined / Post-Retirement Benefits

    David is always eager to learn. He enjoys problem solving and working with numbers in a very practical matter.

    David is always eager to learn. He enjoys problem solving and working with numbers in a very practical matter. As an actuarial analyst, David completes valuations for early retiree health benefit plans and assists on a variety of tasks related to the administration of defined benefit plans. David’s desire to learn something new every day helps him to work hard and apply his past experiences in actuarial assumptions to find solutions for our clients. David first stepped into this field in November 2011 with Heintzberger Payne Actuaries. In 2014, David and his colleagues joined SilverStone Group when Heitnzberger Payne Actuaries merged with our firm.

    David is currently working to earn his Associate in the Society of Actuaries (ASA) designation. When he isn’t busy crunching numbers, David likes to stay active outside. He particularly enjoys crushing his opponents in racquetball and disc golf.

    Contact Information
    e-mail:  dchoquette@ssgi.com |  phone: 503.597.1623  | fax: 800.490.8003

    Education
    Bachelor of Science  Economics
    Oregon State university |  Portland, OR

    dodson-debi

    Debi Dodson

    Client Advocate & Account Administrator

    Property & Casualty

    Most of Debi’s professional career has been in customer service and retail, she loves working with and is dedicated to her clients!

    Most of Debi’s professional career has been
    in customer service and retail, she loves working with and is dedicated to her clients!

    Debi’s past experience has prepared her for her role as an Account Administrator. Fulfilling client requests and ensuring they have the best insurance coverage possible are just a few of Debi’s daily responsibilities. Her enthusiasm for meeting new people and building personal relationships make her an asset to the Property & Casualty Team. She is currently studying for her licensing exam.

    When Debi is out of the office, she is busy shuttling around her 3 boys to various sporting events and school functions. When she gets some time to herself, she enjoys reading, crafting and photography.

    Contact Information
    e-mail: ddodson@ssgi.com | phone: 402.964.5412 | fax: 402.557.6325

    gzehoviak-denise

    Denise Gzehoviak

    Client Advocate & Executive Assistant

    Private Client Services

    Denise is a loyal fan. For 10 years, she has been arriving in Lincoln at 7:00 am on Nebraska Football game days to set up her elaborate tailgate.

    Denise is a loyal fan. For 10 years, she has been arriving in Lincoln at 7:00 am on Nebraska Football game days to set up her elaborate tailgate. It started as a family tradition, but has grown to include many friends, their families and over 20 brand new Husker fans just this year! That’s impressive, but Denise displays the same loyalty to her work family at SilverStone Group.

    Since joining SilverStone Group in 2005, Denise has provided administrative support for Principals and Design Analysts in the Wealth Transfer department. She is constantly “in the know” and assists in the coordination, scheduling and implementation of various projects for the Private Client Services Team. Her professional skills are a true asset to SilverStone Group.

    Denise enjoys the people she works with and the variety her job has to offer. She is passionate about helping to make life easier for others. Her compassion and genuine interest in people enable her to really understand her department’s wants so she can jump in to assist wherever and whenever she is needed.

    When she’s not working or in the middle of football season, Denise keeps her life active by spending time with her husband of 39 years (did we mention she’s loyal?), golfing, quilting, participating in various philanthropic events with her sorority sister alums and chasing after her 3 young grandchildren that are so close in age they could be triplets. She definitely has energy!

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    Denise Sullivan

    Client Advocate & Sr. Claims Representative

    Claims & Safety

    Denise has 35 years of experience the insurance industry. Specializing in the Commercial Property and Casualty Claims Department, she handles all the...

    Denise has 35 years of experience the insurance industry. Specializing in the Commercial Property and Casualty Claims Department, she handles all the Property and Casualty and Workers’ Compensation claims. Denise verifies coverage and deductible amounts to  determine if a claim should be reported and sends to the appropriate carrier when necessary.

    A SilverStone Group Associate since 1979, Denise’s positive  experience with clients has given creditability to the claims handling process of SilverStone Group. She works closely with other team members to solve problems and provide solutions.

     

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    Denny Monaghan

    Senior Consultant

    Defined / Post-Retirement Benefits

    Denny see’s the “big picture” for his clients. Whatever problem is thrown his way, he is able to draw on his decades of experience to clearly communicate options and suggested solutions.

    Denny see’s the “big picture” for his clients. Whatever problem is thrown his way, he is able to draw on his decades of experience to clearly communicate options and suggested solutions. As a Senior Consultant in our Defined Benefits division, Denny helps clients meet their goals and find the best solutions for their plan problems. Denny also provides defined benefit pension and post-retirement medical consulting services, all while managing client project work and directing his team.

    Denny has nearly 40 years of experience in the pension and health actuarial planning field. Prior to joining SilverStone Group, Denny worked with Heintzberger Payne Actuaries for 10 years until 2014 when the company merged with our firm. From 1999 to 2005, Denny served as a presenter at the Conference of Consulting Actuaries’ annual conference. He is also a member of the American Academy of Actuaries and the Fellow of the Society of Actuaries.
    Denny loves his role at SilverStone Group and enjoys helping clients in any way that he can. Although he is a straight shooter when it comes to work, he likes to extrude his sense of humor on those around him. As Denny would say, he’s not as dull as he looks!

    Contact Information
    e-mail: dmonaghan@ssgi.com |  phone: 503.597.1627  |  fax:  800.490.8003

    Professional Certifications

    • Fellow of the Society of Actuaries (FSA)
    • Enrolled Actuary (EA)
    • Member of the American Academy of Actuaries (MAAA)

    Education
    Bachelor of Science & Masters | Mathematics
    Portland State University |  Portland, Oregon

     

    cox-diane

    Diane Cox

    Accounting Supervisor

    Accounting

    Can’t find Diane? You might want to try her garden or kitchen. As an avid gardener and cook, Diane loves to spend time outdoors and baking yummy treats with her two grandsons. She enjoys the attention to detail that is required of a recipe and the time...

    Can’t find Diane? You might want to try her garden or kitchen. As an avid gardener and cook, Diane loves to spend time outdoors and baking yummy treats with her two grandsons. She enjoys the attention to detail that is required of a recipe and the time she gets to spend with her grandchildren.

    Diane enjoys the sense of order and logic in the Accounting industry. Her dedication to the complete, accurate and timely reporting for her clients makes Diane a great asset to the Accounting department. As the Property & Casualty Accounting Supervisor, Diane oversees the P&C Agency and Direct Bill procedures, as well as payment processing, account reconciliations, fixed assets and bank reconciliations. She has over 14 years of accounting experience in the insurance industry, in addition to her AA degree in Accounting from Moorpark College and advanced accounting and finance courses at California Lutheran University. Diane is truly an expert in the field and a great resource for SilverStone Group’s Associates and clients.

    Contact Information
    e-mail: dcox@ssgi.com |  phone: 402.964.5537  |  fax 402.964.5777

    Education
    Associates in Accounting
    Moorpark College  |  Moorpark, CA

    valadares-kientz-diego

    Diego Valadares Kientz

    Senior Consulting Associate

    Human Capital

    Bom Dia! That’s “hello” in Portuguese. Having been born in Brazil, Diego is fluent in both English and Portuguese. However, being bilingual is only one of Diego’s many talents.

    Bom Dia! That’s “hello” in Portuguese. Having been born in Brazil, Diego is fluent in both English and Portuguese. However, being bilingual is only one of Diego’s many talents. He recently finished his Master of Science in Industrial/Organizational Psychology and is excited to assist the Human Capital Team with FLSA audits, reviewing and writing job descriptions and making classification recommendations.

    While completing the graduate program at the University of Nebraska at Omaha, Diego studied alongside many other members of SilverStone Group’s Human Capital Team. Seeing these familiar faces around work has made Diego’s transition from student to Associate a smooth process. As a Senior Consulting Associate, Diego provides support on compensation and compliance projects, as well as conducting market analyses that allow clients to see what similar organizations are paying for comparable jobs.

    Diego is a hard worker and possesses a strong desire to not only learn new skills, but to continually improve upon the skills he already has. Diego believes his career at SilverStone Group will give him the opportunity to learn from experts within his field. In addition, Diego appreciates the culture at SilverStone Group and particularly enjoys the company’s emphasis on wellness.

    Diego earned his undergraduate degree from Kansas State University and travels back to Kansas for nearly every home football game!  When it comes to sports, however, Diego is a soccer fanatic! He plans to travel home to Brazil this summer to watch the 2014 FIFA World Cup.

    Contact Information
    e-mail: dvkientz@ssgi.com | phone: 402.964.5558 | fax: 402.963.5555

    Education
    Master of Science | Industrial/Organizational Psychology
    University of Nebraska-Omaha | Omaha, NE

    Bachelor of Science | Psychology
    Kansas State University | Manhattan, KS

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    Donelle Royce

    Client Advocate & Sr. Account Manager

    Real Estate Risk Services

    Donelle knows the importance of commitment. She’s been a dedicated SilverStone Group Associate for more than 25 years and has more than 40 years of total industry experience.

    Donelle knows the importance of commitment. She’s been a dedicated SilverStone Group Associate for more than 25 years and has more than 40 years of total industry experience. With all that knowledge, clients can rest assured Donelle is taking care of their insurance needs. Specializing in property and casualty insurance and risk management, she works closely with producers to review all account information, including marketing the account to available carriers, reviewing coverages and needs, coordinating internal account service and overseeing all day-to-day servicing of accounts.

    In order to provide the best possible customer service, Donelle stays current on real estate trends to ensure her clients are protected against emerging risks. She listens to her client’s needs and finds the best solution to their problems. She enjoys facing new challenges and taking on new types of risk because it adds to the variety of the job.

    Donelle has experience working with a number of industries, including manufacturing, restaurants, auto/mobile home dealerships, chemical/oil distributors, printers, financial institutions, hospital/nursing home, aviation and property management.

    When she’s not busy at SilverStone Group, Donelle spends all of her free time with her granddaughters and family.

    Contact Information
    e-mail: droyce@ssgi.com |  phone: 402.964.5423  |  fax: 402.557.6323

    Professional Titles

    • Accredited Advisor Insurance (AAI)
    • Certified Insurance Counselor (CIC)
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    Donita Stratman

    Client Advocate & Plan Administrator

    Defined / Post-Retirement Benefits

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    Donna Zach

    Senior Design Analyst

    Executive Benefits

    Donna’s passion for life makes her an ideal SilverStone Group Associate. From the volleyball court to the golf course, she shares her excitement for fun...

    Donna’s passion for life makes her an ideal SilverStone Group Associate. She loves to travel and shares her excitement for fun and adventure with all that surround her. Donna has over 15 years of experience in all aspects of life insurance and benefits. She started her career with SilverStone Group as a Plan Administrator in the Business Continuity and Wealth Transfer practice area. Her move after 2 years to the Executive Benefits Division has allowed her to take advantage of her finance degree. Donna has over 10 years of experience in benefit plan design and funding. She specializes in the design, implementation and monitoring of non-qualified deferred compensation, supplemental executive retirement, death benefit and disability plans.

    Donna’s finance background is an asset in the modeling of alternative plan designs, including analysis of tax implications, the impact on corporate cash flows and earnings and other financial complexities involved in establishing an executive benefits plan. Simply put, her education and experience allow her to assist clients in analyzing funding alternatives and product selection.

    Donna is a member of the Omaha Chapter of the Society of Financial Service Professionals. In her free time, she enjoys hanging out with her family or traveling to fun vacation spots!

    Contact Designations
    e-mail: dzach@ssgi.com |  phone: 402.964.5443  |  fax: 402.964.4082

    Professional Titles

    • Chartered Financial Consultant (ChFC), The American College

    Education
    Bachelor of Science  |  Finance
    University of Nebraska-LincolnLincoln, NE

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

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    Ellie Goodsell

    Client Advocate & Account Administrator

    Professional Risk Services

    Ellie has a giving heart. Whatever she is doing, she always thinks of other people and works hard to ensure they are taken care of.

    Ellie has a giving heart. Whatever she is doing, she always thinks of other people and works hard to ensure they are taken care of. As an Assistant Account Manager in the Professional Risk Services division, she supports the rest of her team and her clients, focusing on every detail to best meet their insurance needs. Her duties include the processing of renewals and endorsement requests and the review of client coverage details. She maintains a can-do attitude, and her communication background allows her to interact efficiently with co-workers and clients alike.

    Outside of the office, Ellie is just as generous with her time. She is a member of the Independent Insurance Agents of Omaha, enjoys volunteering for various non-profits throughout the city and is currently working toward her Certified Insurance Service Representative (CISR) designation. In her downtime, she enjoys relaxing with her two kittens she adopted from the Humane Society, Tegan and Corby, and taking road trips with her friends.

    hansen-ellie

    Elly Hansen

    Client Advocate & Account Manager

    Property & Casualty | Entrepreneurial Risk Services

    Elly places family at the top of her priorities so it should come as no surprise that the number one reason she enjoys working at SilverStone Group is the fact that it is family based.

    Elly places family at the top of her priorities so it should come as no surprise that the number one reason she enjoys working at SilverStone Group is the fact that it is family based. The values and ethics that spread throughout the company come from the top down.

    She has been a part of the SilverStone Group family for more than 15 years specializing in property and casualty insurance and risk management, her expertise includes working with all lines of coverage and with a variety of specialty carriers.

    Elly’s ability to help her clients is invaluable. She realizes that providing detailed, accurate information and quick turnaround time is a best practice and she strives for it.  Her commitment to her clients is evident and she truly enjoys working with her clients and establishing long lasting business relationships.

    One fun fact about Elly, she loves to plan and organize various parties and events. It’s good to be in the family!

    Contact Information
    e-mail: ehansen@ssgi.com |  phone: 402.964.5550  |  fax: 402.557.6324

    hansen-emily

    Emily Hansen

    Multi-Media Specialist

    Marketing & Communications

    Emily is a people person, which makes her a great fit for the role of First Impressions Coordinator!

    mily is a people person, which makes her a great fit for the role of First Impressions Coordinator! She enjoys forming relationships with clients and making them feel welcome when they walk through the door. In addition to working the front desk, Emily gets to put her creative mind to work as a Multi-Media Specialist in the Marketing department.

    A recent graduate with a Bachelor’s degree in Journalism and a concentration in Public Relations and Advertising, Emily is delighted to have landed in such a fitting role. Emily enjoys the variety in her position. She plans tradeshows, updates the company website, writes Associate bios and creates various marketing pieces. Each day is unique, and that intrigues her.

    The youngest of three sisters, Emily enjoys spending her free time with family. She believes that running is the cheapest form of therapy, so you may see her hitting the pavement. When Emily isn’t hanging out with her family or working out, you might find her rocking out at a local concert or taking a road trip with friends!

    Contact Information
    e-mail: ejhansen@ssgi.com
    phone: 402.964.5778  |  fax: 402.964.5504

    Education
    Bachelor of Journalism
    University of Nebraska at Omaha  |  Omaha, NE

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    Gini Collins

    Managing Principal

    Human Capital

    Gini loves the outdoors, and she believes some of the most profound insights in her experience have come to her while hiking. She has learned how beneficial it can be to combine personal insights with her formal education in order to synthesize unique solutions for her clients.

    Gini loves the outdoors, and she believes some of the most profound insights in her experience have come to her while hiking. She has learned how beneficial it can be to combine personal insights with her formal education in order to synthesize unique solutions for her clients.

    Gini has extensive experience in human capital, specializing in executive coaching. She feels privileged to work with top executives to maximize growth potential and/or remediate performance challenges, and has successfully facilitated turnarounds for executives facing career derailment. She also provides expertise to businesses, helping them plan critical succession issues. Gini utilizes strong analytical abilities to facilitate organizational development and growth issues through a variety of assessment techniques, including organizational surveys, focus groups and assessments. Because each organization is unlike any other at any given point in time, her challenge is to find the unique key which will drive the desired change. Gini compares this work to that of a whittler or stone mason who believes the form is hidden in the raw material; it is her job to help reveal the form, the answer, the truth for each organization.

    Gini has also conducted extensive research and has authored many articles. She has been a presenter at the Midwest Psychological Association Conference, Society for Industrial & Organizational Psychologists Conference, M Financial University, M Marketing Meetings, AALU, SHRM and the Governor’s Summit on Workforce Development. She has taught strategic leadership, leadership skills, organizational behavior and organizational consulting in the MBA and EMBA Programs at the University of Nebraska-Omaha

    Her interpersonal and leadership skills, coupled with a comprehensive knowledge of human behavior, facilitate professional growth in clients. Her unique organizational insight and analytical ability provide clients with the fresh perspectives needed to maximize the growth potential for their organizations. Gini says there is deep gratification in helping people create better work environments with higher productivity and more balanced lifestyles.

    Gini is a member of several professional organizations, including the Society of Consulting Psychologists, American Psychological Association (APA), and the Society for Industrial & Organizational Psychologists (SIOP).  She continues to serve on the Board of Heartland Family Services following her tenure as Board President in 2011 – 2013. When Gini is not busy coaching or collaborating with her colleagues to create successful outcomes for clients, you can often find her wearing hiking boots and dreaming of the day she will be able to introduce her grandchildren to the joys of hiking.

    Contact Information
    e-mail: vcollins@ssgi.com |  phone: 402.964.5602  |  fax: 402.963.4085

    Education
    PhD of Philosophy  |  Industrial & Organizational Psychology
    University of Nebraska-Lincoln  |  Lincoln, NE

    Masters of Science  |  Industrial & Organizational Psychology
    University of Nebraska-Omaha  |  Omaha, NE

    Masters of Counseling
    Austin Peay State University  |  Clarksville, TN

    Bachelor of Science  |  Psychology
    University of Maryland  |  College Park, MD

    gahan-glen

    Glen Gahan

    Principal

    Defined / Post-Retirement Benefits

    Growing up in a family of nine children, Glen learned early about the importance of sharing and acting responsibly. As a retirement plan consultant, Glen draws on his...

    Growing up in a family of nine children, Glen learned early about the importance of sharing, acting responsibly and living within a budget. As a retirement plan consultant, Glen draws on his background to guide him as he responds to his clients' needs. A successfully managed pension plan can help individuals achieve a secure retirement -- and Glen and his team do their best to make that scenario a reality for their clients.

    Glen has more than 25 years of pension plan actuarial experience. He works with employers within several industries, including healthcare, insurance, financial, not-for-profit and governmental. He is highly knowledgeable in the areas of performing and communicating actuarial valuations for funding and accounting purposes, retirement plan designs and implications of new and proposed legislative changes. He performs complex transactions, including plan mergers, acquisitions, plan designs, regulatory compliance and their funding and accounting impact. He believes this responsibility has given him the opportunity to grow both professionally and personally, as he faces the challenge of providing viable solutions in a changing marketplace.

    He advises clients regarding their unique situations and solves challenging issues for both large and small employers. Glen and his team offer actuarial and consulting services for employer pension plans and defined contribution plans. Every interaction is planned with one goal in mind -- to serve the clients to the best of their ability.

    Glen has authored numerous articles for SilverLink magazine. He is a member of community and professional associations including the Society of Actuaries, American Academy of Actuaries and Dundee Presbyterian Church. He volunteers his time serving as a youth coach, at Open Door Mission and the Nebraska Children's Home. Glen is a devoted family man who appreciates the security and loyalty one finds within the family unit. He and his wife provide transitional foster care to newborns as they proceed through the adoption process.

    Contact Information
    e-mail: ggahan@ssgi.com |  phone: 402.964.5490  |  fax: 402.963.4089

    Professional Certifications

    • Fellow of the Society of Actuaries (FSA)
    • Enrolled Actuary (EA)
    • Member of the American Academy of Actuaries (MAAA)

    Education
    Bachelor of Science  |  Mathematics
    University of Nebraska-Lincoln |  Lincoln, NE

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    Gordon Keator

    Vice President

    Executive Benefits

    What makes Gordon stand out from the rest? Dedication. He is committed to doing his best in every facet of his life. From fatherhood to career...

    What makes Gordon stand out from the rest? Dedication. He is committed to doing his best in every facet of his life. From fatherhood to career, Gordon gives everything 100%.

    With more than 24 years of experience, Gordon is equipped to provide superior administrative support at the executive level. As Senior Plan Administrator, Gordon makes an ideal member of the Executive Benefits team, bringing outstanding client service skills and attention to detail in everything he does.

    In his daily work-life, Gordon provides design, implementation and administration for non-qualified executive benefit plans and health and welfare benefits. He also manages the issuance of individual life, disability and long-term care insurance from underwriting, post-issue administration and claims. Gordon stands by the motto that the client always comes first.

    When away from work, Gordon enjoys spending time with his wife and four children.

    Contact Information
    e-mail: gkeator@ssgi.com |  phone: 402.964.5428  |  fax: 402.963.4084

    Education
    Bachelor of Science  |  Organizational Communication
    Bellevue University |  Bellevue, NE

    Six Sigma Black Belt
    Villanova University |  Villanova, PA

    spomer-grace

    Grace Spomer

    Client Advocate & Account Administrator

    Healthcare Risk Services

    Grace has been in the insurance industry for two years, specializing in property and casualty insurance and risk management. As an advocate of the professional liability and healthcare teams, she assists clients with all of their insurance needs.

    Grace has been in the insurance industry since 2011, specializing in property and casualty insurance and risk management. As an advocate of the Professional Services Team, she assists clients with all of their insurance needs.

    Grace understands the importance of providing detailed, accurate information with a quick turnaround time. In order to better serve her clients, Grace consistently strives to streamline processes; she knows SilverStone Group utilizes teamwork to satisfy each client. In particular, Grace values interacting with clients and building long-lasting relationships. She provides support by helping clients get the best coverage, which makes the insurance process less of a hassle.

    Grace is a member of the Junior League of Omaha and the Young Insurance Agents. Grace also volunteers at the Joslyn Art Museum. Outside of the office, she enjoys playing tennis and hiking, as well seeing her favorite bands in concert. Like most SilverStone Group employees, Grace is a proud Husker football fan; she also cheers on her alma mater, the University of North Dakota.

    Contact Information
    e-mail: gspomer@ssgi.com |  phone: 402.964.5730  |  fax: 402.557.6321

    Education
    Bachelor of Business Administration | Economics
    University of North Dakota |  Grand Forks, ND

    matthies-grant

    Grant Matthies

    Principal

    Group Benefits

    Grant has the gift of being able to focus. On one client. On one goal. Honing in on a solution to fit the client's needs. And never giving up until all goals have been met...

    Grant has the gift of being able to focus. On one client. On one goal. Honing in on a solution to fit the client's needs. And never giving up until all goals have been met and the client has a satisfactory outcome. With more than 23 years of experience working with employers on group health and welfare plans, Grant knows that customer service is built on the ability to create real world solutions for clients who deal with day-to-day benefit issues. His experience includes working with complicated funding arrangements, large multi-site employers, Rx vendors, TPAs and non-medical insurance plans. He also has additional experience with 401(k) retirement plans and Section 125 medical spending accounts.

    Grant appreciates the importance of staying at the pinnacle of industry trends. This is evidenced by the number of publications that quote him as an expert in his field. He has also conducted hundreds of employee meetings and orientations regarding employer-sponsored benefit programs. Grant's relationship with the carrier and vendor marketplace helps clients maintain the most competitive pricing and the highest level of customer service available. United HealthCare elected Grant to their National Advisory Council in 2005. This group consists of 40 brokers from across the country that meet three times a year to provide feedback on United HealthCare's operations and plans for the future.

    Grant and the Group Benefits Team work together to provide clients with the most current information on benefits -- always with the outstanding service SilverStone Group is known for.

    Grant is currently serving as a board member for the YMCA of Greater Omaha. Grant is a past member of the Omaha Chamber of Commerce President's Club and an active member of St. Vincent DePaul Catholic Church. In 2004, Grant was a recipient of the Midlands Business Journal's 40 Under 40 Award. This award honors 40 Omaha entrepreneurs, business owners, managers and professional men and women under the age of 40.

    Contact Information
    e-mail: gmatthies@ssgi.com |  phone: 402.964.5466  |  fax: 402.963.4083

    Professional Certifications

    • Health Insurance Associate (HIA)
    • Currently Working on Certified Employee Benefit Specialist (CEBS)

    Education
    Bachelor of Science  |  Mathematics
    Dana College |  Blair, NE

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    Haley Duncanson

    Human Resource Assistant

    Human Resources

    phares-hollee

    Hollee Phares

    Accounting Processor

    Accounting

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    rath-isaac

    Isaac Rath

    Client Relationship Manager, Consultant

    Group Benefits

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    Jackie Schulte

    ImageRight System Administrator

    Information Technology

    Jackie loves her family. From her husband and son at home to her family of coworkers at SilverStone Group, she just loves spending quality time with other people! As ImageRight (IR) Administrator in the Information Technology Department, Jackie gets to work...

    From her husband and son at home to her family of coworkers at SilverStone Group, Jackie just loves spending quality time with other people! As ImageRight (IR) Administrator in the Information Technology Department, she gets to work with all Associates throughout the firm. With over 24 years of experience in accounting functions, and five years of working with imaging software, Jackie made a recent move from the Accounting department to Information Technology.

    Jackie collaborates with IR to make processes and others’ jobs more efficient, enabling SilverStone Group Associates to provide the best product to their clients. She also provides training for new hires and advanced classes on imaging software as well as offers support for troubleshooting or technical issues.

    Jackie is far from the average IT employee! Her educational background began with a degree in Elementary Education, specializing in Early Childhood. And as Jackie likes to joke, she “found that working with adults is a lot like working with children.” Jackie’s time as a former school teacher has proved very beneficial throughout her career. Since the start of IR in 2006, she has provided assistance to end users on how to operate the program and eventually became the power user of the software.  Jackie says, “There are few occasions when I speak to SilverStone Group’s external clients, but my coworkers are my clients. I am here to assist them and make their jobs more efficient so that they can provide the best service to their clients.”

    In 2007, Jackie received the H.H. "Red" Nelson Award for outstanding achievement in client service, an accomplishment she holds dear to her heart. Jackie is a member of the SilverStone Group Wellness Activity Group (WAG) and serves as Secretary/Treasurer. She appreciates that SilverStone Group provides her with the resources and opportunities to grow and learn. Jackie is proud to say she belongs to such an amazing organization and group of people, where they have truly become family.

    Contact Information
    e-mail: jschulte@ssgi.com |  phone: 402.964.5611  |  fax: 402.964.5677

    Education
    Bachelors of Science  |  Early Childhood Education
    University of Nebraska-Omaha  |  Omaha, NE

    gulson-james

    James Gulson

    Managing Director

    Aviation Risk Services

    James has always been fascinated with flight. His father gave him his first flight lesson as a gift while he was in college and he was hooked!

    James has always been fascinated with flight. His father gave him his first flight lesson as a gift while he was in college and he was hooked! With a private pilot license and 18 years of experience in risk management, he’s placed coverage on everything from a single engine piston aircraft to large business jets and rotorcraft, James is now Managing Director of our Aviation Risk Services.

    Working with people in the aviation industry quickly leads to an understanding of a common passion. From pilots to aircraft owners and manufacturers to service providers, this passion is evident and James enjoys working with these professionals every day. He takes the time to really listen to his clients and understand their businesses so that he may be part of their team rather than merely react to challenges that may arise.

    His first foray into aviation insurance was handling a vertical placement for a large products liability case involving hot air balloons. He immediately endeavored to meet the leadership of the major domestic aviation markets to build the relationships necessary to serve his clients. James also handled a large medical fleet to include 6 fixed wing and 4 rotorcraft air ambulance units, as well as FBO’s and a multitude of aircraft used for charter, industrial aid, pleasure and business. He understands the regulations and is acutely aware of the challenges facing the aviation industry. His experience with complicated risks has allowed him to establish strong relationships within the insurance markets and serve as a credible advocate for his clients.

    James is also proud of the strong bond he has with his son. They are often out hunting, which James describes as special experiences. He enjoys watching his son behind their gun dog, learning how to work with him in the field. He couldn’t be more amazed. When they return from the hunt, their two big dogs rule the house.

    Contact Information
    e-mail: jgulson@ssgi.com |  phone: 866.897.2459  |  fax: 605.332.2105

    Education
    Bachelor of Science
    Colorado State University |  Ft. Collins, CO

    flaxbeard-jana

    Jana Flaxbeard

    Client Advocate, Account Administrator

    Group Benefits

    williams-janet

    Janet Williams

    Client Advocate & Senior Benefit Analyst

    Group Benefits

    Lights, camera, action! Janet Williams was born to perform! Her involvement in local theater has earned her a number of accolades from the Omaha Community Playhouse, including “Best Overall Actress” and “Best Actress in a Musical.”

    Lights, camera, action! Janet Williams was born to perform! Her involvement in local theater has earned her a number of accolades from the Omaha Community Playhouse, including “Best Overall Actress” and “Best Actress in a Musical.”  When she isn’t busy entertaining audiences, Janet is a dedicated Senior Benefit Analyst for SilverStone Group.

    Janet has worked in the insurance industry for more than 35 years. Her experience includes working for insurance carriers, brokerage firms, third-party administrators (TPAs) and administering employee benefits in human resources. Janet specializes in benefit comparisons and financial analysis for both self-funded and fully-insured funding arrangements.

    Whether she is working for a customer or entertaining a crowd, Janet understands the importance of exceeding expectations. She is a rising star both on and off the stage!

    Contact Information
    e-mail: jlwilliams@ssgi.com |  phone: 402.964.5483  |  fax: 402.963.4083

    Education
    Bachelor of Arts  |  Music Education
    Hastings CollegeHastings, NE

    Professional Certifications
    Registered Employee Benefit Consultant (REBC)

    hergenroder-jeannette

    Jeanette Hergenroder

    Client Advocate & Underwriting Specialist

    Property & Casualty | In-Home Care Risk Services

    Jeanette is a whiz in the kitchen. Her culinary creativity, paired with her love for food, has led her to explore new recipes and add special twists to her existing recipes. Not only does she know her way around the kitchen...

    Jeanette is a whiz in the kitchen. Her culinary creativity, paired with her love for food, has led her to explore new recipes and add special twists to her existing recipes. Not only does she know her way around the kitchen, but with more than 20 years of experience in the insurance industry, it’s safe to say that Jeanette knows her way around the insurance world.

    As a property and casualty specialist, Jeanette understands the importance of providing detailed, accurate information and a quick turnaround time. Her strong commitment to help clients and her innate ability to provide solutions make her an Associate that clients can count on to handle their needs in an efficient and timely manner.

    Her team specifically addresses the risk management needs of the In-Home Care industry. Jeanette understands this industry and the accompanying risks. Her knowledge and ability to explain insurance terminology allows clients to maneuver through the insurance world more easily while, at the same time, controlling costs and protecting their livelihood.

    Jeanette became a member of the Omaha Underwriters Association this year.

    Contact Information
    e-mail: jhergenroder@ssgi.com |  phone: 402.964.5589  |  fax: 866.855.9750

    Professional Titles

    • Program in General Insurance (INS)
    • Associate in Automation Management (AAM)
    • Program in Supervisors Management (SM)

    Education
    Associate Degree  |  Business Management
    Metropolitan Community College  |  Omaha, NE

    aldredge-jeannie

    Jeannie Aldredge

    Client Advocate & Executive Assistant

    Corporate Services

    It’s a full-time job keeping SilverStone Group’s Chairman in line, and Jeannie’s got plenty of experience! Since Junior High, Jeannie has worked as an assistant in various positions, perfecting the art of multi-tasking and organization...

    It’s a full-time job keeping SilverStone Group’s Chairman in line, and Jeannie’s got plenty of experience! Since Junior High, Jeannie has worked as an assistant in various positions, perfecting the art of multi-tasking and organization. Her wide array of assignments keeps her shifting gears frequently, but that’s what Jeannie loves about her job. No two days are ever the same. She enjoys working at SilverStone Group because she has an “amazing boss” and our Associates genuinely care about one another.

    In addition to Jeannie’s hectic schedule, she has been a member of Executive Women International since 1998, is a Notary Public of Iowa and is the Director, Secretary& Treasurer for the Council Bluffs Airport Authority. Inside her home Jeannie enjoys entertaining, reading and scrapbooking, but she’d prefer to be outside gardening or watching the fish in their koi pond!

    Contact Information
    e-mail: jmaldredge@ssgi.com |  phone: 402.964.5605  |  fax: 402.963.4091

    Education
    Associate of Business
    Iowa Western Community College
    |  Council Bluffs, IA

     

    barrett-jeff

    Jeff Barrett

    Principal

    Property & Casualty | Manufacturing, Staffing & Telecommunication Risk Services

    Jeff has over 31 years of risk management experience. He works with both public and privately held clients. His unique skills are in the area of analysis, design and...

    Jeff has over 31 years of risk management experience. He works with both public and privately held clients. His unique skills are in the area of analysis, design and implementation of property and casualty programs. His approach with accounts is to focus on methodologies of reducing the cost of risk. This involves various risk financing techniques that include captives, self insurance and loss sensitive rating approaches.

    Jeff and his industry-specific teams know that every client faces individual challenges that require customized solutions. But solutions without service are not enough. That's why they strive to give every client service beyond their expectation. That's the SilverStone Group hallmark, and it's practiced every day by Jeff.

    A frequent contributor to the Midlands Business Journal and SilverStone Group's SilverLink magazine, Jeff also provides seminars on reducing workers' compensation costs and has given presentations to the Nebraska Society of CPAs.

    Jeff is a member of many professional associations, including the Risk Insurance Management Society and Jonathon Trummel Council. He is currently working toward obtaining his Chartered Property and Casualty Underwriter (CPCU) and Certified Risk Manager (CRM) designations.

    Contact Information
    e-mail: jbarrett@ssgi.com |  phone: 402.964.5563  |  fax: 402.964.5566

    Professional Certifications

    • Certified Insurance Counselor (CIC)
    • Certified Workers Compensation Underwriter (CWCU)
    • Certified Analytic Broker (CAB)

    Education
    Bachelor of Arts  |  Business Administration
    Iowa State UniversityAmes, IA

    freygang-jeff

    Jeff Freygang

    Account Administrator

    Group Benefits

    Although Jeff enjoys working for SilverStone Group, his dream job would be to work in the White House! He may not be President of the United States, but he is honest, dependable and an excellent communicator – all qualities of a great leader.

    Although Jeff enjoys working for SilverStone Group, his dream job would be to work in the White House! He may not be President of the United States, but he is honest, dependable and an excellent communicator – all qualities of a great leader.

    Jeff brings several years of experience to his role as Account Administrator in the Small Group department. Prior to joining SilverStone Group, Jeff gained expertise in small business sales of ancillary products with Lincoln Financial Group. Jeff’s background in finance, as well as his account management experience, make him a true asset to his team. His dedication to customer service and his knowledge of benefit plans allow him to identify solutions and provide options for clients to best address their specific needs.

    A Creighton University graduate, Jeff is a fan of Bluejay basketball and also follows other NCAA sports. Jeff’s primary sports interest is Major League Baseball, particularly the New York Yankees.  In his free time, you can find Jeff on the course playing a round of golf – and talking politics, of course.

    Contact Information
    e-mail: jfreygang@ssgi.com |  phone: 402.964.5775  |  fax: 402.963.4090

    Education
    Bachelor of Science  |  Finance
    Creighton University  |  Omaha, NE

    jorth-jeff

    Jeff Jorth

    Principal

    Group Benefits

    Although he lives and works in Nebraska, Jeff is a diehard Iowa Hawkeyes fan – a risky allegiance to make in Husker territory! When he isn’t busy supporting the Hawkeyes...

    Although he lives and works in Nebraska, Jeff Jorth is a diehard Iowa Hawkeyes fan – a risky allegiance to make in Husker territory! When he isn’t busy supporting the Hawkeyes, Jeff is hard at work as a trusted advisor with employers on their group health and welfare plans. He knows that developing a strategic partnership with clients helps drive solutions through teamwork and goal-sharing.

    Jeff’s experience includes alternate funding arrangements, healthcare reform, vendor evaluation, diverse employee populations, consumer-driven health plans, large multi-state employers and defined contribution strategies. In addition, Jeff worked for 2 years as a major accounts sales executive for United Healthcare.

    Various publications have quoted Jeff as an expert in his field. He has conducted hundreds of employee meetings and orientations regarding employer-sponsored benefit programs, and has made many presentations on consumer driven healthcare, focusing on both Health Reimbursement Accounts (HRAs), Health Savings Accounts (HSAs) and healthcare reform.

    Jeff and his team possess the expertise needed to understand the changing environment and to assist employers in analyzing needs and evaluating options, as well as developing and managing a benefits program that attracts and retains quality employees while meeting the financial targets established.

    Jeff is an active member of the Board of Directors for the Nebraska Chapter of the Cystic Fibrosis Foundation. He is also involved with United Way, Habitat for Humanity and the Nothing But Net Foundation. Jeff is a member of Bethany Lutheran Church and the Nebraska Association of Health Underwriters. He is a graduate of Leadership Omaha, Class 28 (the best class ever!) and was named to the Omaha Jaycees Ten Outstanding Young Omahans (TOYO) in 2009. Jeff was also a 2011 recipient of the Midlands Business Journal’s 40 Under 40 award.

    In 2006, Jeff was awarded the “Distinguished Alumni Award for Service” by Waldorf College (his alma mater). When he is not busy drafting solutions for his clients, Jeff enjoys spending time with his wife (who was his high school sweetheart) and their two sons.

    Contact Information
    e-mail: jjorth@ssgi.com |  phone: 402.964.5622  |  fax: 402.963.4083

    Education
    Bachelor of Arts  |  Finance & Management
    Waldorf College |  Forest City, IA

    kaye-jeff

    Jeff Kaye

    Accounts Payable | Billing Technician

    Accounting

    sharp-jeff

    Jeff Sharp

    Principal

    Qualified Plan Investments & Private Client Services

    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...

    When you first meet Jeff Sharp in a comfortable conference room at SilverStone Group’s headquarters, sipping on a Starbuck’s coffee and talking about protecting the assets you’ve worked so hard to accumulate, you might think “what does this guy know about hard work?” The truth is, Jeff spent a couple of summers working on oil rigs in Wyoming. That’s hard work and Jeff now extends that same hard work and commitment to his clients.

    Jeff has more than 29 years of experience providing families with comprehensive wealth management and retirement planning solutions. He helps individuals position their assets in an effort to accomplish wealth accumulation, conservation and distribution goals. Jeff knows that because every individual’s situation is different, his challenge is to think “outside the box” to provide viable solutions to meet his client’s needs. He leads the team within SilverStone Group that was recognized as one of the 2014 Top 100 Retirement Plan Advisers in America by PLANSPONSOR1.

    In 2013, 2012, 2011 and 2010, Jeff was identified as a Top Wealth Manager in Nebraska by receiving the Premium Advisor Award which is awarded by the National Association of Board-Certified Practices (NABCAP). He received the Carl G. Mammel Award2 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).3

    Jeff is a member of the Nebraska Bar Association, Omaha Bar Association, Financial Planning Association (FPA), Investment Management Consultant Association (IMCA), Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA) and the Association for Advanced Life Underwriting (AALU).3

    Jeff is active in the community including five years of service as the President of the Board of Directors for the Westside Schools Foundation. 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, served as past Co-Chairs of the United Way/CHAD campaign and the 2008 Henry Doorly Zoo Membership campaign. In 2008, Jeff was awarded the “Lighthouse Leader” Award by the Westside Community Schools.

    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 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.

    3SilverStone 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.

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

    Professional Certifications

    • 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

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. 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.

    taylor-jenna

    Jenna Taylor

    Client Advocate & Account Administrator

    Aviation & Real Estate Risk Services

    Jenna values real relationships and believes that efficiency, organization and a positive attitude paves the way to learning and growth in the workplace.

    Jenna values real relationships and believes that efficiency, organization and a positive attitude paves the way to learning and growth in the workplace. She uses these skills in her position as a client advocate and account administrator in Aviation and Real Estate Risk Services by truly listening and communicating with her clients and co-workers to receive awesome outcomes.

    Jenna keeps busy with her two small children, but you better believe she finds time to set it up and spike it on the volleyball court. When she is not bringing home the “W” in volleyball, she enjoys training horses and channeling her inner rock star by singing in a band.

    Contact Information
    e-mail: jtaylor@ssgi.com | phone: 402.964.5480 | fax: 402.557.6323

    Education
    Bachelor of Science | General Business
    University of Northwestern | St Paul, MN

    smith-jennie

    Jennie Smith

    Office Assistant

    Corporate Services

    With over 24 years of Administrative Assistant experience, Jen offers friendly customer service at SilverStone Group by answering phones, shipping/receiving packages, greeting outside guests, assisting with monthly reports, helping with special projects...

    With over 24 years of Administrative Assistant experience, Jen offers friendly customer service at SilverStone Group by answering phones, shipping/receiving packages, greeting outside guests, assisting with monthly reports, helping with special projects, as well as a host of other important jobs.

    SilverStone Group is lucky to have a service-oriented employee like Jennie. She enjoys serving and caring for others, while being versatile and adapting to wherever her assistance is needed. Jen enjoys taking on a variety of tasks, especially when she is able to spend time with other Associates, whom she considers family. By keeping a “we can help” attitude, she constantly strives to make a difference for all Associates and clients.

    Whether at home or on the job, Jennie is an active woman from sun-up till sun-down! In Jennie’s spare time, she enjoys yoga, hiking, riding her motorcycle, kayaking, horseback riding and anything that involves spending time outside in the summer. In the winter months, Jen and her husband are avid UNO Maverick hockey fans and support their team as often as possible.

    Contact Information
    e-mail: jsmith@ssgi.com |  phone: 402.964.5496  |  fax: 402.964.5454

    Education
    Bachelor of Arts  |  Psychology
    University of Nebraska-Lincoln  |  Lincoln, NE

    connelly-jennifer

    Jennifer Connelly

    Client Advocate & Account Administrator

    Jennifer takes commitment very seriously. She entered the insurance industry 15 years ago and enjoys it just as much now as she did when she started...

    Jennifer takes commitment very seriously. She entered the insurance industry 15 years ago and enjoys it just as much now as she did when she started. As an Account Administrator for the Personal Insurance division, Jennifer is committed to servicing the needs of her clients including processing renewals and endorsements. She received her Property & Casualty license in 2000 and more recently received her Life Insurance license in 2013.

    Prior to SilverStone Group, Jennifer worked at Hayes Insurance Agency, Inc. and is very pleased that she can continue to grow with a company that shares the same goals and values. She considers it a second family. Jennifer prides herself on customer satisfaction and her clients appreciate her continued dedication and commitment.

    Jennifer is equally committed to her life outside the office. She’s going on 21 years of marriage and is the proud mother of two sons. Both boys have achieved Eagle Rank in Scouts are currently in college.

    Contact Information
    e-mail: jconnelly@ssgi.com |  phone: 712.329.3183  |  fax: 402.557.6320

    thompsen-jennifer

    Jennifer Thompson

    Client Advocate & Sr. Benefit Analyst

    Group Benefits

    Utilizing her creative side, Jennifer, a Senior Benefit Analyst in the Employee Benefits division, provides plan options for her clients by weaving together a plan that best suits their needs.

    Utilizing her creative side, Jennifer, a Senior Benefit Analyst in the Employee Benefits division, provides plan options for her clients by weaving together a plan that best suits their needs. Each client is presented with a plan that is flexible and customized to meet their individual goals. She obtains and analyzes quotes for prospective and current clients, in addition to preparing mid-year planning reports.

    Jennifer enjoys the tight-knit team she works with at SilverStone Group. She believes the company offers great opportunities to collaborate with and learn from co-workers, while still focusing on the clients’ needs. Jennifer is surrounded by a supportive team of co-workers and managers and she enjoys working in a flexible atmosphere.

    When she’s not chasing her toddler around the house, Jennifer enjoys spending time with a needle and thread in hand—working on her next knitting project.

    Contact Information
    e-mail: jthompson@ssgi.com |  phone: 605.444.6109 | fax: 866.427.6568

    Professional Title

    • Health Insurance Associates - HIA
    Education
    Bachelor of Arts | Management
    University of Sioux Falls Sioux Falls, SD

     

    mclaughlin-jenny

    Jenny McLaughlin

    Client Advocate & Account Administrator

    Property & Casualty

    Whether she’s taking care of her husband and two children or servicing the needs of her clients, Jenny has what it takes to make a positive difference.

    Whether she’s taking care of her husband and two children or servicing the needs of her clients, Jenny has what it takes to make a positive difference. Her passion for helping others led her to the insurance industry as a member of SilverStone Group’s In-Home Care Team. Jenny’s past experience managing a large team of workers’ compensation specialists has equipped her with the ability to stay calm under pressure while juggling many important tasks. At SilverStone Group, Jenny assists in providing exceptional service to clients who request loss runs, certificates of insurance, endorsements and change requests.
    Outside of her busy work life, Jenny can be found enjoying her favorite hobbies, such as running, reading, or rocking out at a local concert to one of her favorite bands.

    Contact Information
    e-mail: jmclaughlin@ssgi.com |  phone: 402.964.5782 |  fax: 402.557.6328

    scott-jerald

    Jerald Scott

    Accounting Processor

    Accounting

    sample-jeremy

    Jeremy Sample

    Client Relationship Manager

    Group Benefits

    Jeremy loves the ever-changing dynamic of the insurance industry. In order to be successful in this field, the work demands constant education regarding marketplace trends and changes.

    Jeremy loves the ever-changing dynamic of the insurance industry. In order to be successful in this field, the work demands constant education regarding marketplace trends and changes.  Jeremy enjoys the challenge of utilizing his collective knowledge for the benefit of SilverStone Group clients.

    Jeremy has over 7 years of experience in the group insurance industry. His background includes carrier plan design analysis, service and claims administration of group benefits, sales of group and individual insurance lines, and analysis of alternative fund arrangements.

    Coming from the carrier side, Jeremy brings a fresh perspective to his clients.  He has a thorough understanding of insurance contract and underwriting practices. As Client Relationship Manager, Jeremy manages business accounts of varying size. He also works with prospective clients in the development of new employee benefits programs. Above all, he enjoys helping develop solutions to best meet the benefit needs of small business groups.

    Jeremy loves sports – particularly those that get him outdoors. He is an avid golfer and spends as much time on the course as his schedule permits. He also enjoys watching baseball and is a lifelong Minnesota Twins fan. In addition to golf and spending time with his wife and daughter, Jeremy is active in the community, serving on the Advisory Board for the Good Samaritan Society.

    Contact Information
    e-mail: jsample@ssgi.com |  phone: 402.964.5449  |  fax: 402.963.4090

    Professional Certifications

    • Managed Healthcare Professional (MHP)
    • Health Insurance Associate (HIA)
    • Disability Income Associate (DIA)
    • Disability Healthcare Professional (DHP)

    Education
    Bachelor of Science  |  Business Administration
    University of South Dakota |  Vermillion, SD

     

    kocmich-jerry

    Jerry Kocmich

    Client Advocate & Sr. Underwriting Specialist

    In-Home Care Risk Services

    Gerald, or Jerry as friends and family know him, has more than 35 years of risk management experience. When he’s not in the office focused on client’s needs...

    Gerald, or Jerry as friends and family know him, has more than 35 years of risk management experience. Specializing in underwriting, marketing and management, Jerry has a strong understanding of middle market and national accounts.

    Given his expertise, Jerry is able to provide his clients with powerful market insight and knowledge. He enjoys the process of setting and achieving meaningful goals both for the insured and SilverStone Group. He is a member of Chartered Property Casualty Underwriters (CPCU), and is a past President of the Omaha Chapter. He has additional experience working with Loss Sensitive National Accounts.

    Contact Information
    e-mail: gkocmich@ssgi.com |  phone: 402.964.5513  |  fax: 866.855.9750

    Professional Titles

    • Chartered Property Casualty Underwriter (CPCU)

    Education
    Bachelor of Science  |  Education
    South Dakota State University |  Brookings, SD

    lauzon-jesse

    Jesse Lauzon

    Client Advocate & Actuarial Analyst

    Defined / Post-Retirement Benefits

    Jesse enjoys a good puzzle, which might be why he excels as an Actuarial Analyst.

    Jesse enjoys a good puzzle, which might be why he excels as an Actuarial Analyst. He likes the challenge of untangling various regulations and standards and then putting them to practical use. At SilverStone Group, Jesse is able to use his problem solving skills to perform actuarial valuations on pension and retiree health plans for funding purposes. His other responsibilities include estimating the potential effects of change in a plan’s design, as well as ensuring compliance with plan qualification requirements.

    Jesse has been in the industry for eight years. He began his career with Heintzberger Payne Actuaries, and in 2014 joined the SilverStone Group family when the company merged with our firm.

    Contact Information
    e-mail: jlauzon@ssgi.com  |  phone: 503.597.1607  |  fax: 800.490.8003

    Education
    Bachelor of Science | Business Administration
    Western Washington University |  Bellingham, WA

     

    conlin-jessie

    Jessica Conlin

    Client Advocate & Account Administrator

    Wealth Transfer

    Jessica loves staying busy. Whether that means going to country music concerts, hanging out with friends or playing with her niece, Jessica is always ready for anything!

    Jessica is very active both in and out of the office. She started in the Qualified Plan Investments area as an intern in 2008 while attending the University of Nebraska at Omaha. She specializes in day-to-day client administration by organizing and updating client files, as well as scheduling and preparing for meetings. She also assists in updating a third-party investment analytic database to prepare various reports for current and prospective clients. Her positive attitude and drive for success allow her to fulfill clients’ needs in a timely manner while providing accurate information and attention to detail for clear understanding.

    In her spare moments at work, Jessica promotes healthy living as a member of the Wellness Activities Group (WAG). Outside of the office, you may find her at a country music concert or hanging with friends and family. She’s also busy planning her upcoming wedding at the start of the new year! Lots of excitement ahead!

    Contact Information
    e-mail: jconlin@ssgi.com |  phone: 402.964.5597  |  fax: 402.963.4084

    Education
    Bachelor of Science  |  Business Administration
    University of Nebraska Omaha |  Omaha, NE

     

    aldredge-jill

    Jill Aldredge

    Senior Marketing Consultant

    Construction Risk Services

    Jill has a history with SilverStone Group that spans over 20 years. The reason this has been such a lasting relationship? In her words, “SilverStone Group has a great culture..."

    Jill has a history with SilverStone Group that spans over 20 years. The reason this has been such a lasting relationship? In her words, “SilverStone Group has a great culture. The people are fun, smart, kind and really care about each other.”

    The camaraderie Jill experiences within the office she takes and extends to her customers as part of her commitment to client satisfaction. She loves talking to and visiting her clients. Having this type of relationship enables her to really understand their businesses and their exposures. In addition, Jill is also currently working towards a Construction Risk Insurance Specialist Designation to further develop these skills. Her vast knowledge of the industry and her resourcefulness helps her identify solutions for her client’s evolving coverage needs.

    Jill is a member of the International Wildlife Rehabilitation Council and currently volunteers at Nebraska Wildlife Rehab. She works and cares for orphaned and injured squirrels until they are ready to be released back into the wild. Helping animals and preserving our wild spaces is a lifelong passion that will be a major part of Jill’s future endeavors. Stay tuned!

    Contact Information
    e-mail: jaldredge@ssgi.com |  phone: 402.964.5575  |  fax: 402.964.5566

    picarella-jina

    Jina Picarella

    Senior Consultant

    Human Capital

    After growing up in Colorado and living in all four corners of the United States, Jina has landed in the Midwest. Her studies and career have taken her to Oregon, Massachusetts, California, Tennessee and now, Nebraska.

    After growing up in Colorado and living in all four corners of the United States, Jina has landed in the Midwest. Her studies and career have taken her to Oregon, Massachusetts, California, Tennessee and now, Nebraska.

    As a Senior Consultant, Jina brings 10 years of experience to the Human Capital Consulting Team. Her expertise includes leadership development and executive coaching, diversity and inclusion, strategic planning, talent and performance management, organizational development and employee engagement. With a PhD and two master’s degrees, Jina has a wealth of knowledge. She is passionate about her work and enjoys helping clients and organizations achieve long-term results.

    Jina has diverse experience, working externally as a management consultant
    and internally as a talent management expert. She also has experience working in both the public and private sectors with a variety of industries. Jina’s diverse experience allows her to provide insight and perspective as a Human Capital Consultant at SilverStone Group.  Additionally, her experience managing others allows her to help her clients navigate the complexities and challenges of leading others and enhances her insights as an executive coach.

    When Jina is away from the office, she enjoys being outdoors with her two dogs, Penny and Bella. Some of her hobbies include snowboarding, hiking, practicing yoga and meditation, cooking, playing pool and trying new things. She’s even attempted hang gliding!

    Contact Information
    e-mail: mailto:jpicarella@ssgi.com |  phone: 402.964.5542  |  fax: 402.964.5555

    Education
    Doctor of Philosophy  |  Consulting Psychology
    California School of Professional Psychology  |  San Diego, CA

    Master of Science  |  Consulting Psychology
    California School of Professional Psychology  |  San Diego, CA

    Master of Arts  |  General Psychology
    Boston University  |  Boston, MA

    Bachelor of Arts  |  Psychology/Sociology/Anthropology
    Lewis and Clark College  |  Portland, OR

    emond-joan

    Joan Emond

    Office Services Supervisor

    Corporate Services

    okeefe-jodi

    Jodi O'Keefe

    Office Coordinator

    Sioux Falls Administrative Services

    freeman-joe

    Joe Freeman

    Safety Engineering Manager

    Claims & Safety

    Joe has more than five years of experience in the areas of OSHA compliance audits, manufacturing safety, loss control and training program development...

    Joe has nearly 10 years of experience in the areas of OSHA compliance audits, manufacturing safety, loss control and training program development. He has the ability to review safety programs and identify gaps in their construction. His expertise enables him to design training programs specifically for each client's individual needs.

    Joe is passionate about creating a safe, comfortable work environment and he enjoys working with a wide variety of clients and industries. He looks forward to assisting clients with the continual improvement of their current risk program. He particularly enjoys touring client facilities and jobsites because he sees some of the brilliantly designed, state-of-the-art machinery and processes used to create, move or deliver products and services. Joe's main goal is to leave a client's facility or jobsite in a safer condition than it was when he arrived.

    Joe is a Certified Safety Professional (CSP) through the Board of Certified Safety Professionals. He is a member of the National  Safety Council Nebraska Chapter, the American Society of Safety Engineers, the National Fire Protection Association and has completed Forklift and Fall Protection Competent Person training. When Joe isn't helping a client with safety concerns, he heads out fishing every chance he gets.

    Contact Information
    e-mail: jfreeman@ssgi.com |  phone: 402.964.5583  |  fax: 402.963.4094

    Professional Certifications

    • Associate in Risk Management (ARM)
    • Associate Safety Professional (ASP)
    • Certified Safety Professional (CSP)
    • Certified Ergonomics Assessment Specialist I (CEAS I)

    Education
    Bachelor of Science  |  Business Administration & Marketing
    University of Nebraska-Omaha |  Omaha, NE

    hefflinger-joe

    Joe Hefflinger

    Wealth Advisor

    Private Client Services

    Dedication makes Joe stand out from the rest. From fatherhood to career, he is 100% committed to doing his best in every facet of his life...

    Dedication makes Joe stand out from the rest. From fatherhood to career, he is 100% committed to doing his best in every facet of his life.

    Joe counsels owners of businesses of all sizes and advises on strategies relating to business continuity and wealth transfer. In particular, Joe provides guidance to business owners on the use of insurance to fund various obligations including: future estate tax exposure; the purchase of ownership interests pursuant to a buy/sell agreement; repayment of debt; recruitment and retention of key executives; overhead coverage and lost profits (i.e., key-person coverage). He also provides personal life, disability and long-term care insurance guidance to business owners, executives and professionals. Joe is a qualifying member of the Million Dollar Round Table, a feat accomplished by less than 1% of life insurance and financial services professionals world-wide.*

    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, Mergers & Acquisitions, Tax, and Business Succession Planning. While an attorney, Joe advised clients on a wide range of business matters including the structuring of buy/sell agreements and related business transition issues. Joe also authored articles that were published in the Nebraska Law Review, as well as the Nebraska Lawyer Magazine. Joe also worked as a financial analyst for the McCarthy Group in Omaha prior to attending law school.

    Joe is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the Nebraska State Bar Association and the Omaha Bar Association. Joe is also very involved in the Omaha community, currently serving on the Board of Directors of Partnership 4 Kids and he is also an active member of the Omaha Venture Group as well as the Omaha Creighton Prep Young Alumni Board of Trustees and the Ak-Sar-Ben Floor Committee.  Away from the office, Joe enjoys golfing, cheering on Husker football and Creighton basketball, and spending time with his wife Kim and their two young daughters.

    *Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org.

    Contact Information
    e-mail: jhefflinger@ssgi.com |  phone: 402.964.5541  |  fax: 402.963.4084

    Education
    Juris Doctorate
    Magna Cum Laude
    Creighton University
    |  Omaha, NE

    Bachelor of Science  |  Economics
    Magna Cum Laude
    Santa Clara University |  Santa Clara, CA

    Professional Designations

    • Certified Financial Planner (CFP®)

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC .  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.

    schaffner-joe

    Joe Schaffner

    Principal

    In-Home Care Risk Services

    What might surprise you about this multi-sport collegiate standout and former rugby player is his passion for the theatre. As Dramatic Arts major in college...

    What might surprise you about this multi-sport collegiate standout and former rugby player is his passion for the theatre. As Dramatic Arts major in college Joe Schaffner has always had a fondness for theatre. Not only is Joe passionate and knowledgeable about the theatre, he is a well-known risk management expert.

    With more than 22 years of professional experience in the financial arena, Joe specializes in group captives and other alternative risk transfer mechanisms. He has led numerous successful complex risk transactions outside the traditional risk management marketplace.

    Joe wears many hats at SilverStone Group. He is the Director of the National In-Home Care Division. His expertise helps both independent and franchise owners navigate the complexities of their insurance program. Joe understands the unique exposures specific to the In-Home Healthcare industry and provides the appropriate coverage in order to protect the assets of the franchise. Joe is widely recognized as a leader in the In-Home Care Industry.

    He also coordinates SilverStone Group's Mergers & Acquisitions team, in collaboration with the Human Resource Consulting, 401(k) Retirement, Group Health and Property/Casualty divisions. Joe's expertise helps organizations navigate the complexities of the due diligence process and integrate the various facets of each company.

    Joe's past experience includes working for Marsh Inc. from 2002-2007, where he was the Office Sales Leader from 2004-2007. He was previously employed by Dun & Bradstreet Corporation, as a leader in the Financial Industry Sector from 1992-2002.

    Joe is currently the chairman for Kids Can, serving as a team leader for the organization's annual luncheon - their largest fundraiser of the year. In addition, Joe is also a member of and a volunteer for The Knights of Columbus-Mary Our Queen Chapter. Joe has acted in and directs The Murder Mystery at the Joslyn Castle - which is their largest annual fundraiser.

    Contact Information
    e-mail: jschaffner@ssgi.com |  phone: 402.964.5478  |  fax: 402.964.5566

    Education
    Bachelor of Arts  |  Speech Communications & Dramatic Arts
    Westmar College |  LeMars, IA

    dresher-john

    John Dresher

    Account Executive

    John obtained his insurance license over 10 years ago and ever since, his focus has always been on providing excellent customer service. He specializes...

    John is not afraid to get his hands dirty – he actually quite enjoys it. Whether he is problem solving for clients, playing catch with his son, working on his motorcycle or fixing things around the house, his passion to get involved, no matter the situation, is evident.

    Ten years ago John obtained his insurance license and has been working diligently in the field of risk management ever since. His clients range from small artisan contractors to larger business owners, as well as individuals seeking personal insurance. John considers his clients to be priority number one and will gladly go the extra mile to ensure they receive superior service. He brings an attention to detail and strong work ethic to all he does, allowing him to effectively solve challenges and offer strategic solutions. Whatever the mess, John will dive in and clean it up.

    And if something needs done at home, John’s the man! He’s at the ready with his power tools, eager to help family and friends (unless it’s College World Series time). Each summer John and his family vacate to the ballpark to unwind. But rest assured, he washes his hands clean of everything before enjoying the peanuts and Cracker Jacks.

    Contact Information
    e-mail: jdresher@ssgi.com |  phone: 712.329.3185  |  fax: 402.557.6324

    nelson-john-h

    John H. Nelson

    President & Principal

    Property & Casualty | Real Estate Risk Services

    John grew up in a family that espoused Midwest values of family, community and an honest day's work for an honest dollar, and his upbringing shows...

    John H. Nelson grew up in a family that espoused Midwest values of family, community and an honest day's work for an honest dollar, and his upbringing shows in the way he handles his business. With 20 years of experience in property and casualty insurance, John specializes in multi-family residential, hospitality, retail, industrial and commercial property risks.

    John founded and continues to lead our real estate risk services division which is considered one of the top industry-specific insurance teams in the United States, with assets in all 50 states, Canada, Puerto Rico, Mexico, the Caribbean, Europe and the former Soviet Union.

    Our real estate clients develop and manage commercial, residential and hospitality investment properties. These clients face risk management issues that require complex solutions. With backgrounds in reinsurance, underwriting, marketing, safety engineering and claims adjudication, John's team is uniquely positioned to offer clients a true 360-degree perspective of their risk management program.

    John has expertise in designing property programs for clients with catastrophic risk exposures. After Hurricane Katrina, for example, he and his team traveled the world to find affordable solutions at a time when many of their peers were unable to find capacity. John says his clients become more like friends -- and he doesn't like to let his friends down.

    John also has a passion for aviation as his Grandfather, Major James Tucker, flew a Lockheed P-38 Lightening during WWII. In recognition of the globalization of business and the proliferation of both privately-owned and corporate aircraft, John has worked diligently to build an Aviation division at SilverStone Group by recruiting experts with extensive knowledge and expertise in the industry. He works closely with the Aviation team, which has over 40 years of combined experience in all facets of aviation and is dedicated to bringing our customers the best service in the industry.

    His job experience includes working internationally with Swire Fraser at Lloyd's of London in 1992, Swire Pacific in Hong Kong in 1993 and Aon Risk Services of Chicago, Illinois in 1994.

    John is a member of Young Presidents' Organization and he and his wife Susie serve on several community boards and are chairing the 2013 Nebraska Make-A-Wish Fundraiser . John is also passionate about supporting our military and their families through the Navy SEAL Foundation.

    Contact Information
    e-mail: jhnelson@ssgi.com |  phone: 402.964.5573  |  fax: 402.964.5566

    Education
    Bachelor of Arts  |  Political Science & Economics
    University of Iowa |  Iowa City, IA

    Grieg Fester Reinsurance Program |  London, England

    CNA Sales & Technical Training School |  Chicago, IL

    USF & G School of Insurance |  Baltimore, MD

    marshall-john

    John Marshall

    Principal

    Healthcare Risk Services & Professional Liability

    John has lived and breathed healthcare from a very young age. Growing up in a family who works in the industry, he knows the challenges and rewards first-hand.

    John has lived and breathed healthcare from a very young age. Growing up in a family who works in the industry, he knows the challenges and rewards first-hand. His entrepreneurial drive has been with him since childhood. He and his younger brothers had a lawn business for many years and, at one time, had Gary Hurley (retired CEO of SilverStone Group) as a customer. When John’s resume landed on his desk a few years later, Gary remembered how John always did an outstanding job and decided to give him a chance at SilverStone Group.

    Currently, John serves as the head of the Healthcare Risk Services division for SilverStone Group, in addition to handling all educational institution clients for the firm. John's team works with Associates throughout SilverStone Group to develop strategies to reduce the total cost of risk for clients firm-wide. Throughout his career, John has developed an expertise in medical malpractice insurance and risk management. He has also developed a proprietary risk identification process at SilverStone Group that helps healthcare and educational organizations control business risk.

    Working at SilverStone Group allows John to be on the leading edge of industry offerings. With the help of his team, he is able to create, offer and implement solutions to the challenges that others say can’t be overcome. John is able to quantify the exposures his clients have faced in the past, giving his team the ability to prioritize, and hopefully prevent, those same problems happening to new and current clients.

    John is a frequent contributor to local trade journals and serves as a public speaker at several healthcare associations each year, providing unique data on risk management and medical malpractice market conditions. His articles on the subject of medical malpractice and risk management have been featured in our own SilverLink magazine as well as national publications such as Medical Economics.

    He has previously served two-year terms as board chairman of VODEC and the Southwest Iowa Red Cross Chapter. In 2005, John was honored as one of the top 40 business professionals under the age of 40 by the Midlands Business Journal, an Omaha publication.

    John and his wife, Andrea, have worked with several philanthropic organizations in the area, helping with fundraising, strategic development and financial accounting. Andrea also serves on both the summer arts festival and MerryMakers’ boards. The couple likes living in downtown Omaha, experiencing the “urban life.” Together they enjoy traveling, hiking adventures, scuba diving and running outdoors.

    Contact Information
    e-mail: jmarshall@ssgi.com |  phone: 402.964.5559  |  fax: 402.557.6321

    Professional Titles

    • Accredited Advisor in Insurance (AAI)
    • Certified Insurance Counselor (CIC)
    • Certified Risk Manager (CRM)

    Education
    Bachelor of Science  |  Business Administration
    Drake University |  Des Moines, IA

    Three-Year Partnership   |  Producer Program  |  Business Management
    St. Paul Insurance Companies

    nelson-john-p

    John P. Nelson

    Chairman

    Corporate Services

    The second generation of the Nelson family to head what is known as SilverStone Group, John's first experience in business was literally as a young child...

    The second generation of the Nelson family to head what is known as SilverStone Group, John's first experience in business was literally as a young child, when his parents had just opened Nelson Insurance and he and his brother rode in the car when their father called on clients. Now, as a recognized business leader and entrepreneur, John works with both private and public entities to construct alternative funding strategies, including captives, reinsurance, self-insurance and various pre-funding structures. His work with reinsurance intermediaries and direct insurers develops unique strategies that reduce overall client costs.

    After serving as an officer in the US Navy, John joined Nelson Insurance in 1965. He has since served as President of The Redland Group (the holding company of Nelson Insurance) and SilverStone Group. His experience also includes serving as the COO of six insurance companies that specialized in tailored programs for associations with difficult risks.

    John is a member of many professional associations, such as Chartered Property and Casualty Underwriters, Chief Executives' Organization, Nebraska Presidents' Organization and World Presidents' Organization. He also serves on numerous boards, including Bellevue University, Doane College and United Way.

    Because of his active service participation throughout the area, John has earned several prestigious awards: the Boy Scouts of America Citizen of the Year Award, he was named to the Omaha Business Hall of Fame and also inducted into the Nebraska Hall of Fame in 2010. He also received an Honorary Doctorate of Commerce from Bellevue University in 2000, the United Way Citizen of the year in 2002 and was the 2003 King of Ak-Sar-Ben.

    John derives deep satisfaction from working at SilverStone Group, mostly, he says, because it's rewarding to see how the firm's Associates come together to solve complex problems, listen to each other's viewpoints and discuss issues thoroughly until a final resolution is reached. He describes SilverStone Group as a collegial company that fosters inquiry and open, honest communication on all matters.

    Contact Information
    e-mail: jpnelson@ssgi.com |  phone: 402.964.5401  |  fax: 402.963.4091

    Professional Certifications

    • Chartered Property & Casualty Underwriter (CPCU)

    Education
    Bachelor of Arts in Economics
    Carleton College |  Northfield, MN

    reed-john

    John Reed

    Consultant

    Transportation Risk Services

    John is a leading example of dedication and passion for his career. For more than 36 years, he has been involved in the transportation insurance industry...

    John is a leading example of dedication and passion for his career. For more than 36 years, he has been involved in the transportation insurance industry because he truly loves his job. John has served as Vice President of Marketing for Great West Casualty and was Senior Vice President and General Manager of Redland Transportation, a division of Acceptance Insurance Company.

    Additionally, John spent 16 years in agency ranks, wherein he specialized in the sales and servicing of large retrospective and self-insurance accounts. John’s underwriting and marketing experience enables him to analyze current policies and make recommendations that will provide cost-effective solutions for his clients. He truly understands the business and focuses on providing professional service to his clients.

    For more than 30 years, John has used his experience in the transportation industry to lead educational seminars on transportation insurance. Due to his expertise in the industry, John’s clients view him as an insurance guru, a business partner and a trusted advisor.

    Contact Information
    e-mail: jreed@ssgi.com |  phone: 402.964.5571  |  fax: 402.557.6327

    Professional Titles

    • Certified Insurance Counselor (CIC)

    Education
    Bachelor of Science  |  Personnel Management
    University of Illinois |  Urbana/Champaign, IL

    sutton-john

    John Sutton

    Principal

    Sioux Falls Office

    John may have grown up on a ranch in central South Dakota, but he's no stranger to the business world. Since graduating from Augustana College, John has...

    John may have grown up on a ranch in central South Dakota, but he's no stranger to the business world. Since graduating from Augustana College, John has spent more than 20 years in risk management and the commercial insurance industry. John was responsible for establishing SilverStone Group’s Sioux Falls office and serves as Regional Director for SilverStone Group operations in North and South Dakota.

    John also leads the South Dakota risk management team. Their unique practice partners with midsize companies to take a proactive risk management approach. They recognize that placing and servicing insurance policies offers only a limited value to most larger businesses. By employing a comprehensive analysis of both insurable and uninsurable risks, the team is able to develop and implement customized, risk reduction systems and alternative risk transfer strategies to minimize the purchase of insurance and lower the total cost of risk.

    John is active in the community, including involvement with Junior Achievement and Augustana College. He serves on the board of directors for LifeScape.

    Contact Information
    e-mail: jsutton@ssgi.com |  phone: 605.332.3882  |  fax: 605.332.2105

    Professional Titles

    • Accredited Advisor in Insurance (AAI)

    Education
    Bachelor of Arts  |  Business Administration
    Augustana College |  Sioux Falls, SD

    andrade-judi

    Judi Andrade

    Senior Service Specialist, Consultant

    Group Benefits

    rush-julie

    Julie Rush

    Client Advocate & Sr. Service Specialist

    Group Benefits

    schram-julie

    Julie Schram

    Client Advocate & Systems Specialist

    Defined / Post-Retirement Benefits

    Julie Schram loves to make beautiful quilts. She enjoys the challenge of piecing together small swatches of fabric to make a unique, finished product.

    Julie Schram loves to make beautiful quilts. She enjoys the challenge of piecing together small swatches of fabric to make a unique, finished product. Her passion for quilting provides great practice for her at SilverStone Group. As Systems Specialist, she is piecing together information on a daily basis!

    Julie has been with SilverStone Group since 1998 and has over 14 years of experience with defined benefit plans. She also specializes in working with Access databases.  Julie understands the importance of providing accurate, timely and detailed information.  She will always do what needs to be done to get the job complete.  Julie also takes the time to explore new methods to improve her data processes.

    Julie’s attention to detail is superb. Whether she is working on clients’ data or piecing together an irreplaceable quilt, she always produces a finished product that pleases everyone!

    Contact Information
    e-mail: jschram@ssgi.com |   phone: 402.964.5502  |  fax 402.963.4089

    Education
    Bachelor of Fine Arts
    University of Nebraska at Omaha  |  Omaha, NE

    theisen-julie

    Julie Theisen

    Client Advocate & Account Administrator

    Group Benefits

K

    leith-kathy

    Kathy Leith

    Client Advocate, New Business

    Private Client Services

    Whether it’s in the garden, sewing a quilt, spending time with her 4 grandkids or helping out with the family construction business, Kathy sure knows how to stay busy.

    Whether it’s in the garden, sewing a quilt, spending time with her 4 grandkids or helping out with the family construction business, Kathy sure knows how to stay busy.

    Kathy has 23 years of experience in the insurance industry. She began her insurance career as a customer service representative in the property and casualty field. For the past 19 years, Kathy has worked in the Executive Benefits area.  During that time, she has focused on case design, underwriting and plan administration. Kathy joined SilverStone Group in 2003 as the New Business Coordinator for the Wealth Transfer department for Private Client Services.

    The Private Client Services Team at SilverStone Group includes 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.

    When she isn’t busy planting flowers or chasing her grandkids, Kathy guides corporate and private clients through the underwriting and application process for life, disability and long-term care coverage. In her position, she uses her skills and imagination to solve problems and negotiate competitive rates for SilverStone Group clients.

    Contact Information
    e-mail: kleith@ssgi.com |  phone: 402.964.5433  |  fax: 402.963.4084

    Education
    Associate of Science  |  Business Administration
    College of St. MaryOmaha, NE

    scheuer-katie

    Katie Scheuer

    Client Advocate & Account Administrator

    Property & Casualty

    Communication is Katie’s specialty! She believes it should be open, honest and timely, which makes her the perfect Account Administrator.

    Communication is Katie’s specialty! She believes it should be open, honest and timely, which makes her the perfect Account Administrator. Katie works with the Property & Casualty division, with a heavy focus on the construction and aviation industries. She supports both divisions by working on stewardship meetings, renewal reviews, negotiating coverage and premiums, ordering policies and assisting them in any other way necessary. Her positive attitude and excellent communication skills make her an asset to her team and her clients alike.

    Her ability to communicate and respond quickly to challenges has led to Katie to receive numerous recognitions and leadership awards. And it doesn’t hurt that she is extremely outgoing and always willing to help! Most recently, Katie was named the 2014 Rookie of the Year by the International Association of Insurance Professionals. She is also very active in the community as the President-Elect of the Insurance Professionals of Greater Sioux Falls in addition to holding several different offices and chairing multiple committees within the region.

    At home, Katie enjoys spending time with her husband, Nate, and their two children, Rosie and Harvey. They prefer to be at the lake where you’d most likely find them in the midst of a wakeboarding competition. All fun and games of course!

    Contact Information
    e-mail: kscheuer@ssgi.com |  phone: 605.367.6317  |  fax: 866.427.6568

    Professional Title
    Certified Insurance Service Representative (CISR)

    chartier-kelly

    Kelly Chartier

    Client Advocate & Sr. Service Specialist

    Group Benefits

    heithoff-kelly

    Kelly Heithoff

    Client Advocate & Coordinator

    Property & Casualty

    Kelly’s approach to client relationships isn’t all business. She believes that the client relationship hinges on getting to know them on a personal level...

    Kelly's approach to client relationships isn’t all business. She believes that the client relationship hinges on getting to know them on a personal level so she can better accommodate clients to meet their individual and business goals.

    Kelly has worked on both the Enterprise and Home Health Care teams since joining SilverStone Group, but is now the Property and Casualty Coordinator. This role includes a variety of responsibilities which help to increase the overall quality of the department through training and development.

    Prior to joining SilverStone Group, Kelly’s work for an insurance carrier provided insight into different aspects of the insurance industry. Kelly understands the importance of providing detailed and accurate information. She consistently strives to streamline processes in order to better serve her clients.

    When she’s not helping clients, Kelly’s time is occupied by her husband and her three sons, as well as her large extended family.

    Contact Information
    e-mail: kheithoff@ssgi.com |  phone: 402.964.5616  |  fax: 402.964.5566

    Professional Certifications
    Certified Insurance Service Representative (CISR)
    Certified Insurance Counselor (CIC)

    Education
    Bachelor of Science  |  International Business
    Regis University |  Denver, CO

    novak-kevin

    Kevin Novak

    Client Advocate & Design Analyst

    Executive Benefits

    From the looks of Kevin, you might not guess that his favorite movie is “Mean Girls.” Kevin brings his sense of humor to the Executive Benefits department, working as a design analyst.

    From the looks of Kevin, you might not guess that his favorite movie is “Mean Girls.” Kevin brings his sense of humor to the Executive Benefits department, working as a design analyst. Kevin’s role includes supporting the design of client benefit plans, creating and proposing plans to finance the projected dollars needed and analyzing plans to ensure they are meeting financial objectives.

    Kevin has nearly ten years of experience in the banking and financial services field, more than four of those at SilverStone Group. Kevin’s commitment to accuracy, quality and attention to detail makes him a valuable asset to the Executive Benefits Team. Kevin enjoys working at SilverStone Group because he feels his work is appreciated by both employees and clients. His team is grateful for his ability to make sense of the numbers, and his clients commend his work in helping to attract and keep key employees.

    When Kevin is not crunching numbers, he enjoys riding his motorcycle and spending time with his wife and their two Boston terriers.

    Contact Information
    e-mail: knovak@ssgi.com  |  phone: 402.964.5512  |  fax: 402.963.4084

    Education
    Bachelor of Science  |  Accounting
    University of Nebraska-Omaha  |  Omaha, NE

    Bachelor of Science  |  Business Finance
    University of Nebraska-Omaha  |  Omaha, NE

    Bachelor of Science  |  Financial Markets
    University of Nebraska-Omaha  |  Omaha, NE

    madsen-kirk

    Kirk K. Madsen

    Account Executive

    Entrepreneurial Risk Services

    Kirk has always had a strong desire and passion to see people succeed. As a former classroom teacher, he understands how important it is for each client to be treated...

    Kirk has always had a strong desire and passion to see people succeed. As a former classroom teacher, he understands how important it is for each client to be treated as an individual whose situation may differ from other clients. That's the reason the Associates in the Entrepreneurial division at SilverStone Group work so hard to develop good relationships with their clients -- because you can't really help someone until you know the challenges they face.

    Kirk views each day as a new opportunity to earn the right to do business with his valued clients. The Entrepreneurial Team works with a variety of small- to medium-size businesses and each engagement requires expertise, strategies and risk management solutions tailored to the client's individual needs. Dealing with multiple clients requires a team of organized and efficient professional to assist with the array of tasks and questions that come up on a daily basis. The Entrepreneurial Team prides itself on meeting these challenges and offering comprehensive coverage and competitive pricing, along with the outstanding service that clients expect.

    A native of Council Bluffs, Kirk has an extensive knowledge of the city and is actively involved in numerous civic projects including non profit risk management. He was involved in the St. Paul Partnership Training program, which provided him with extensive product knowledge on a wide range of prospects. Kirk says he is not the type of person who can sit back and read about what's going on in his community. Instead, he takes a "hands-on" approach, giving back through service on a variety of local, civic, governmental and non-profit organizations.

    Kirk served as past Board Chair for the Council Bluffs Chamber of Commerce and Micah House. He serves on the Board of Trustees for Iowa Western Community College and the City of Council Bluffs Board of Health. He is also a member of Ameristar Casino Advisory Committee, Council Bluffs Rotary, DC Ambassadors, is a participant of Leadership Council Bluffs and is actively involved with numerous advisory committees and fund-raising efforts throughout the city.

    Contact Information

    e-mail: kmadsen@ssgi.com |  phone: 712.329.3108  |  fax: 402.557.6324

    Professional Titles

    • Accredited Advisor in Insurance (AAI)

    Education

    Masters  |  Secondary Education & Speech Communication
    University of Nebraska-Omaha |  Omaha, NE

    Bachelor of Arts  |  English &  Speech
    Saint Olaf College |  Northfield, MN

    bruno-kris

    Kris Bruno

    Client Advocate & Service Specialist

    Group Benefits

    nollett-kristin

    Kristin Nollett

    Client Advocate & Account Administrator

    Group Benefits

    If you think Kristin looks familiar that could be because she is often the face of SilverStone Group at our Husker tailgates in Lincoln. Kristin believes in the value of a positive attitude, whether at a fall football game or at the office.

    If you think Kristin looks familiar that could be because she is often the face of SilverStone Group at our Husker tailgates in Lincoln. Kristin believes in the value of a positive attitude, whether at a fall football game or at the office.

    With more than five years of experience working in Group Benefits, Kristin specializes in benefit plans for employer groups of up to 100 employees. As a Senior Account Administrator, Kristin assists with Small Group Administrator leadership and development. This includes new hire training as well as identifying ongoing development needs and new or better business processes.

    Clients truly appreciate Kristin’s attention to detail. They can count on getting accurate, dependable information from Kristin whenever needed. Prior to joining SilverStone Group, Kristin worked in the customer service industry. In dealing with clients, she notices the difference a friendly smile or voice can make when handling difficult insurance issues.

    When Kristin is not tailgating at Husker games, she can be found exercising, reading, traveling and spending time with her family.

    Contact Information
    e-mail: knollett@ssgi.com |   phone: 402.964.5564  |  fax 402.963.4083

     

     

    runkle-kristy

    Kristy Runkle

    Service Specialist

    Group Benefits

    Whether it’s walking her dog six times a day, baking cookies or whipping up a new recipe, Kristy sure knows how to stay busy.

    Whether it’s walking her dog six times a day, baking cookies or whipping up a new recipe, Kristy sure knows how to stay busy. This “on-the-go” attitude serves her well in her position as Service Specialist at SilverStone Group.

    During a typical work day, Kristy assists with service issues, benefit enrollment meetings and compliance for the Group Benefits Division. She possesses a Human Resources background that includes plan design assistance and employee communications, as well as the administration of various benefit plans.

    Prior to joining SilverStone Group, she accumulated several years of experience as an HR Generalist, spending 3 years at Sweetman Construction Company. SilverStone Group feels lucky to have such a task-oriented person join our team.

    Contact Information
    e-mail: krunkle@ssgi.com |  phone: 605.444.5110

    Education
    Bachelor of Arts  |  Human Resources Management
    Briar Cliff University Sioux City, IA

L

    fleharty-lauren

    Lauren Fleharty

    Multi-Media Specialist

    Marketing & Communications

    Lauren has always had a creative edge. Although her career path started off in the medical field, she quickly knew she needed a change – which led her into the world of marketing.

    Lauren has always had a creative edge. Although her career path started off in the medical field, she quickly knew she needed a change – which led her into the world of marketing. Lauren’s varied background has helped her realize the importance of customer service and showcasing her friendly attitude. In her position as Multi-Media Specialist & First Impressions Coordinator, she oversees updates to the firm website, writes press releases, designs marketing materials, coordinates tradeshows and helps out with other events.

    When Lauren can’t be found making terrific first impressions or stellar marketing materials, she is likely gardening, reading, traveling or painting. While she and her husband don’t have any kids quite yet, their two mutts Rufus and Charlie keep them busy!

    Contact Information
    e-mail: mailto:lfleharty@ssgi.com |  phone: 402.964.5578  |  fax: 402.964.5504

    Education
    Bachelor of Fine Arts, Communications minor
    University of Nebraska at Omaha  |  Omaha, NE

    Cardiovascular Ultrasound
    Nebraska Methodist College | Omaha, NE

    weivoda-lauren

    Lauren Weivoda

    Consulting Associate

    Human Capital

    Lauren grew up with a pet tiger, so she knows a thing or two about earning her stripes. As a Consulting Associate on the Human Capital Team, Lauren allows her natural creativity to run wild with her formal education, coming up with easy-to-use solutions for clients.

    Lauren grew up with a pet tiger, so she knows a thing or two about earning her stripes. As a Consulting Associate on the Human Capital Team, Lauren allows her natural creativity to run wild with her formal education, coming up with easy-to-use solutions for clients. Specifically, Lauren assists with the development of selection systems for clients and provides support on employee engagement and succession planning projects.

    Her experience with selection, performance management, employee engagement and succession planning make her an asset to the Human Capital Team. Lauren is thorough and persistent, ensuring that she comes to the right solution for clients by considering all possible outcomes and alternatives. It is Lauren’s goal to reduce turnover and increase job performance by helping to develop effective selection systems.

    Although her days of taming tigers are over, Lauren still keeps a fun schedule. When she is not studying, writing articles to be published and working at SilverStone Group, she enjoys baking, reading and traveling.

    Contact Information
    e-mail: lweivoda@ssgi.com |  phone: 402.964.5405  |  fax: 402.963.5555

    Education
    Bachelor of Arts |  Psychology
    Hamilton College  |  Clinton, NY

    askew-linda

    Linda Askew

    Client Advocate & Sr. Plan Administrator

    Defined / Post-Retirement Benefits

    Linda isn’t one to toot her own horn, but while attending the University of Nebraska, she was a trumpeter in the marching band.

    Linda isn’t one to toot her own horn, but while attending the University of Nebraska, she was a trumpeter in the marching band. Being part of a band takes a tremendous amount of hard work and dedication, all of which she learned at a young age growing up as a farm girl near Pilger, Nebraska. Though her marching and farming days are over, she now dedicates her spare time to attending her boys’ sporting events, which include football, baseball, basketball, track and wrestling.

    Linda has 27 years of administrative experience with qualified pension plans, 23 of which are with SilverStone Group. Having worked with Simplified Employee Pension Plans (SEP), 401(k), money purchase and defined benefit pension plans, Linda specializes in administering large defined benefit plans. She is responsible for the accuracy of valuation data, benefit determinations, asset reconciliations, government filings and review of Qualified Domestic Relations Orders (QDRO). Clients depend on Linda’s years of experience for accurate and timely answers to questions and resolution of problems.

    SilverStone Group is lucky to have a “first chair” employee like Linda!

    Contact Information
    e-mail: laskew@ssgi.com |  phone: 402.964.5489

    Education
    Bachelor of Science  |  Business Education
    University of Nebraska-Lincoln Lincoln, NE

    Professional Titles
    Life Office Management Association , Inc.

    vick-linda

    Linda Vick

    Client Advocate & Account Administrator

    Group Benefits

    hansen-lindsay

    Lindsay Hansen

    Plan Administrator Specialist

    Executive Benefits

    As a native of Elkhorn and a recent graduate of Morningside College, Lindsay has returned to Omaha to start her career with SilverStone Group in the Executive Benefits industry.

    As a native of Elkhorn and a recent graduate of Morningside College, Lindsay has returned to Omaha to start her career with SilverStone Group in the Executive Benefits industry. Having played volleyball throughout college, Lindsay brings her hard work ethic and upbeat attitude to the office everyday. In her day-to-day work life, Lindsay provides assistance to her department, while working together to help clients accomplish their goals of attracting and retaining key executives through the use of benefit plans.

    Familiar with performing under pressure, Lindsay provides high-quality administrative support at the management level. Not only does she have experience communicating with clients and managing correspondence, but she has assisted in the creation of several promotional campaigns. Lindsay makes a difference for her clients by providing timely assistance and using her strong interpersonal and organizational skills. She understands the importance of completing tasks efficiently.

    Lindsay enjoys her evolving role at SilverStone Group. She is constantly learning new concepts and ways to improve her working habits to better support her coworkers. As a team-focused player, Lindsay appreciates that everyone she works with is always willing to help a fellow Associate out, making it a true team effort.

    When not at work, Lindsay can still be found on the court coaching a youth volleyball team for a local club in Omaha.

    Contact Information
    e-mail: lhansen@ssgi.com |  phone: 402.964.5619  |  fax: 402.963.4082

    Education
    Bachelor of Science  |  Marketing & Management
    Morningside CollegeSioux City, IA

    hartman-lisa

    Lisa Hartman

    Benefit Analyst

    Group Benefits

    Whether she’s volunteering in local schools or working hard on behalf of her clients, Lisa likes to give back.

    Whether she’s volunteering in local schools or working hard on behalf of her clients, Lisa likes to give back. With 16 years of industry experience, Lisa has an in-depth understanding of employee benefits. She uses this knowledge to help her clients understand their benefits and to assist them in making the best decisions to meet their specific needs. She also helps lighten the workload for clients by working with vendors to streamline the process of employee benefits selection.

    When away from the office, Lisa dedicates her time to giving back to her local community. For the last eight years, she has volunteered for Junior Achievement by working with students in the classroom and teaching them the value of work readiness, entrepreneurship and financial literacy. On top of all that, Lisa is a wife and mother of two children. She enjoys spending time with her family and watching her children compete in sports activities. When time allows, Lisa also likes to travel and cheer on her favorite sports team, the Green Bay Packers!

    Contact Information
    e-mail: lhartman@ssgi.com |  phone: 605.444.5103  |  fax: 866.427.6568

    johnson-lisa

    Lisa Johnson

    Client Advocate & Commercial Risk Specialist

    Property & Casualty

    Lisa has always enjoyed the game of golf. Growing up on a farm, she recalls being sent to the local course to spend her days and she couldn’t have been happier.

    Lisa has always enjoyed the game of golf. Growing up on a farm, she recalls being sent to the local course to spend her days and she couldn’t have been happier. She developed focus, concentration, patience and self-assurance, all valuable traits that she has continued to utilize throughout her career at SilverStone Group.

    For nearly eight years, Lisa has worked in a continually evolving role, spanning all lines of coverage for businesses of every size, specializing in property and casualty insurance and risk management. She currently works in a team support and administration role for multiple industry teams including Outdoor Recreation which allows her to incorporate a little golf into her daily work life. Lisa performs background research, analyzes policy details, compares coverages, issues certificates of insurance and maintains quality for all of her team members. Her well-rounded history, attention to detail and organization skills are invaluable to her team and she is more than capable of stepping in for any team member, should the need arise.

    With customer service skills like these, it’s easy to see why Lisa is a past recipient of the H.H. "Red" Nelson award for outstanding achievement in client service. She strives to provide the best possible client service as if SilverStone Group was owned by her family. Lisa is also the current President of the Omaha Underwriters Association.

    When Lisa is not working, she enjoys spending time with her family at her son’s sporting events or playing a round or two of golf. That’s par for her course!

    Contact Information
    e-mail: ljohnson@ssgi.com |  phone: 402.964.5411  |  fax: 402.557.5566

    Professional Certifications

    • Certified Insurance Counselor (CIC)
    FPO

    Lisa Stephan

    Service Specialist

    Group Benefits

    After several years of experience in the education field, Lisa knows the value of communication. Her superior interpersonal skills make her an asset to her team,

    After several years of experience in the education field, Lisa knows the value of communication. Her superior interpersonal skills make her an asset to her team, especially when it comes to explaining a benefit plan or unfamiliar concept. Lisa has the ability to bring clarity to complicated employee benefits terms in a way that employees can easily understand.

    Lisa has 17 years of experience in the insurance and employee benefits field prior to her position at SilverStone Group.  As a Service Specialist in True Group, she assists account managers in certain aspects of the management and retention of clients by acting as a liaison for day-to-day administrative and client needs. Lisa helps to prepare communication pieces, implement and maintain plans, coordinate ERISA requirements and perform special projects.

    Lisa has two grown children and two black labs, Eeyore and Relay, who “still live at home.” In her free time, she enjoys riding on her husband’s Harley and daydreaming about her next trip to Haiti.

    Contact Information
    e-mail: lstephan@ssgi.com  |  phone: 402.964.5798  |  fax: 402.963.4083

    Education
    Bachelor of Science  | Human Resources

    Bellevue University  |  Bellevue, NE

    stene-lizanne

    Lizanne Stene

    Vice President

    Private Client Services

    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

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

    ruzicka-lori

    Lori Ruzicka

    Client Advocate & Account Administrator

    Property & Casualty

    Lori has spent the past 5 years learning the ins and outs of the insurance industry. She specializes in Property & Casualty and Risk Management for...

    Lori has spent the past 5 years learning the ins and outs of the insurance industry. She specializes in Property & Casualty and Risk Management for our Real Estate and Aviation Risk Services teams. Her position involves marketing new and existing accounts, extending and expanding existing coverage and renewing expirations, all while providing exceptional service to her clients. Lori joined SilverStone Group in 2011 and  truly enjoys the family-oriented nature of the company. When it comes to putting Associates’ needs first, she said that “SilverStone Group doesn’t just talk-the-talk, they walk-the-walk.”

    Lori is extremely detail-oriented, She often finds herself giving everything a second or even third look.  She enjoys working in a team environment and knows that collaborating with others can improve work quality and create a more efficient workplace. Lori  is anxious to share her knowledge and experience with others, and welcomes the opportunity to learn something new from her colleagues.

    In addition to her role at SilverStone Group, Lori plays active part in the Omaha insurance community.  She holds the title of Co-Chair for the Young Independent Insurance Agents of Omaha and is a member of Independent Insurance Agents of Omaha (IIAO), in addition to Independent Insurance Agents of Nebraska (IIAN). In 2011, she was awarded the 2011 Young Agent of the Year at the IIAN annual convention. She is currently pursuing the title of Certified Insurance Counselor (CIC) and has nearly completed her training for Accredited Adviser of Insurance (AAI).

    When Lori isn’t focused on work, she enjoys spending time outdoors biking, gardening and visiting parks. Her two sons currently do a good job keeping her schedule full, but she hopes that she’ll eventually have more time for traveling.

     

    Contact Information
    e-mail: lruzicka@ssgi.com |  phone: 402.964.5758  |  fax: 402.557.6323

    Professional Certifications
    Certified Insurance Service Representative (CISR)

     

     

    schaben-lyndsay

    Lyndsay Schaben

    Client Advocate & Sr. Account Manager

    Aviation & Real Estate Risk Services

    Born and raised in the Midwest, Lyndsay knows the value of hard work and loyalty. For more than four years, she has dedicated herself to SilverStone Group’s mission and clients.

    Born and raised in the Midwest, Lyndsay knows the value of hard work and loyalty. For more than six years, she has dedicated herself to SilverStone Group’s mission and clients. Specializing in property and casualty insurance and risk management, she understands the importance of providing detailed, accurate information and a quick turnaround time.

    Clients appreciate Lyndsay’s ability to simplify insurance-related tasks. She works hard to make sure clients understand their policies and are comfortable with claims resolution. Her clients can count on her to handle their needs in an efficient and timely manner.

    Lyndsay obtained her Certified Insurance Counselor designation in November 2010 and is involved in Young Agents of Nebraska. She received her Certified Aviation Insurance Professional (CAIP) designation in February of 2012. She is one of less than 100 people in the country that hold this title. She spends her free time traveling and chasing after her two young children, who she hopes to raise with the same Midwestern values as she was raised with.

    Contact Information
    e-mail: lschaben@ssgi.com |  phone: 402.964.5545  |  fax: 402.557.6323

    Professional Titles

    • Certified Insurance Counselor (CIC)
    • Certified Insurance Service Representative (CISR)
    • Accredited Advisor in Insurance (AAI)
    • Certified Aviation Insurance Professional (CAIP)
    harper-lynn

    Lynn Harper

    Service Manager

    Property & Casualty

    It’s true what they say, some people are born to be leaders, and Lynn Harper is a perfect example.

    It’s true what they say, some people are born
    to be leaders, and Lynn Harper is a perfect example. While she does enjoy reading leadership books, her leadership traits come quite naturally and can be seen throughout various aspects
    of her life.

    As SilverStone Group’s Service Manager
    for the Property & Casualty division, Lynn combines her insurance background of 7 years with her ability to engage individuals to exceed their potentials. Even more impressive, she does it to successfully manage a team of over 30 top-notch service associates. Her leadership inspires others to make service excellence not just a goal, but a reality.

    Outside of the office, Lynn is the President of the Big Red Nebraska NetVu Chapter,
    a board member for Young Professionals of NetVu and a member of both Independent Insurance Agents of Omaha and Young Agents of Omaha. She is a Teammates mentor
    at Marian High School and can also be found teaching classes on software products
    at national NetVu conventions.

    With all this responsibility, you might wonder what Lynn does for fun and stress relief? Well, she is a self-described Pinterest addict and adrenaline junkie who has already checked skydiving off on her bucket list, just to name a few. Now all inquiring minds want to know, if Lynn jumped out of a plane, would her team members follow? Stay tuned…

    Contact Information
    e-mail: lharper@ssgi.com |  phone: 402.964.5728  |  fax: 402.557.6328

    Professional Titles

    • Certified Insurance Service Representative (CISR)

    Education
    Bachelor of Business Administration | Management
    Bellevue University |  Bellevue, NE

    hoff-lynn

    Lynn Hoff

    Special Projects Coordinator

    Corporate Services

M

    goodsell-mallory

    Mallory Goodsell

    Client Advocate, Account Administrator

    Property & Casualty

    If you are going to work in customer service, it helps to have strong interpersonal skills combined with a natural love of people, and Mallory possesses both.

    If you are going to work in customer service, it helps to have strong interpersonal skills combined with a natural love of people, and Mallory possesses both. With a strong background in the retail and food industries, Mallory has learned patience and the art of doing everything to the fullest to ensure customer satisfaction.

    Mallory works in the property and casualty area focusing on risk management for the In-Home Care Risk Services Team. She studies the specifics of this field in order to serve her clients, control their costs and protect their businesses. She is an advocate for her clients and assists them with any insurance needs.

    Outside of the office, Mallory puts her people skills to work by volunteering weekly with children for the Underwood Optimist Club.  She also enjoys spending time with family and being outside with her Shih-Tzu, Beagle and fiancé. They are busy planning for a wedding in October 2015.

    Contact Information
    e-mail: mgoodsell@ssi.com |  phone: 402.964.5785

    hofmann-marcia

    Marcia Hofmann

    Executive Assistant

    Property & Casualty

    With more than 20 years of invaluable professional experience as an Executive Assistant, Marcia believes her organizational and interpersonal skills benefit her greatly...

    With more than 20 years of invaluable professional experience as an Executive Assistant, Marcia believes her organizational and interpersonal skills benefit her greatly as she works in the Property and Casualty department at SilverStone Group.  Working for both the President and Managing Director is a busy job, but she likes the hustle and bustle as well as the variety of work, which includes coordinating and updating schedules, fielding client calls, scheduling business travel, coordinating meetings and maintaining monthly expense reports.

    Marcia enjoys working at SilverStone Group because she believes the wonderful atmosphere and “top notch” Associates help make each day the very best.  She thinks it is the perfect environment for her to engage her friendly and enthusiastic work ethic.

    Marcia stays active with daily exercise and enjoys every opportunity she has to work on her golf game and travel to warm-weather destinations.

    Contact Information
    e-mail: mhofmann@ssgi.com |  phone: 402.964.5498  |  fax: 402.964.5566

     

    overman-marcy

    Marcy Overman

    Client Advocate & Account Administrator

    Surety | Construction Risk Services

    Gardening is a favorite pastime of Marcy’s. She and her husband spend hours tending to their plants putting in the time and effort to ensure their success. The same diligence is displayed in the way Marcy attends to her clients.

    Gardening is a favorite pastime of Marcy’s. She and her husband spend hours tending to their plants putting in the time and effort to ensure their success. The same diligence is displayed in the way Marcy attends to her clients. She feels a true sense of accomplishment when she is able to help them meet their needs.

    For more than 20 years, Marcy has been working in the insurance industry specializing in surety. She is responsible for handling contracts, obtaining financial information and issuing bonds. Her goal is to make each client feel that they are important and her excellent communication skills and strong knowledge of surety bonds assist her in doing just that.

    Marcy is a member of the National Association of Surety Bond Producers (NASBP) and the Iowa Notary Association. She is also an Iowa and Nebraska Surety Licensed Agent. Wait, there’s more.

    One other area Marcy stays busy tending to is her home. You can often find her watching Nascar with her family, playing with Zoie, their Maltese or chasing around her eight grandchildren. Oh, and cruising! They have enjoyed several cruises and have another one planned for later this year. Never a dull moment.

    Contact Information
    e-mail: moverman@ssgi.com |  phone: 712.329.3122  |  fax: 402.557.6325

    whitley-mardi

    Mardi Whitley

    Client Advocate & Sr. Account Manager

    Manufacturing, Staffing & Telecommunications Risk Services

    Mardi truly believes in giving back to her community. She volunteered with Special Olympics and Booster Club at her son’s high school, she was able to give her time and efforts showing how much she cares.

    Mardi truly believes in giving back to her community. She volunteered with Special Olympics and Booster Club at her son’s high school, she was able to give her time and efforts showing how much she cares. This positive attitude carries with her both at home and at SilverStone Group. Mardi has more than 32 years of experience in the insurance industry, specializing in property and casualty insurance and risk management, her expertise includes working with large complex accounts that deal with manufacturing, staffing, telemarketing and telecommunications. Her professional skills are definitely a true asset to SilverStone Group.

    Mardi’s ability to help clients is invaluable. She loves working with each client and strives to give the best possible customer service by working proactively to meet their needs. She understands the importance of providing detailed, accurate information and a quick turnaround time. Mardi knows she couldn't get this done without the great group of employees she works with, all of who are professionals and experts in their field.

    Contact Information
    e-mail: mwhitley@ssgi.com |  phone: 402.964.5567  |  fax: 402.557.6322

    Professional Titles

    • Certified Insurance Counselor (CIC)
    • Certified Professional Insurance Agent (CPIA)

    Education
    Bachelor of Science  |  Teaching, Physical Education
    Chadron State College |  Chadron, NE

    gaston-maria-teresa

    Maria Teresa Gaston

    Consulting Associate

    Human Capital

    Maria Teresa knows that the recipe for success is about finding the right job fit and helping leaders and teams create environments where people and their work can flourish.

    Maria Teresa knows that the recipe for success is about finding the right job fit and helping leaders and teams create environments where people and their work can flourish. A descendent of entrepreneurs, she is originally from farming and ranching families in Cuba. With 15 years of management experience, Maria Teresa is skilled at helping people develop their creative capacities, appreciate and manage differences and hone their collaborative problem-solving skills.

    She is currently working to complete her doctorate in industrial and organizational psychology, focusing her research on employee motivation and engagement. As part of the Human Capital Team, Maria Teresa works in leadership training, assessment and organizational development.

    In her free time, Maria Teresa enjoys the art of cooking. She loves to prepare food with ingredients from her garden as well as from local farmers and ranchers. As a mother of three sons, she is proud that they share her passion for cooking at home.

    Contact Information
    e-mail: mgaston@ssgi.com |  phone: 402.964.5429  |  fax: 402.963.5555

    Education
    Master of Arts
    University of Nebraska-Omaha |  Omaha, NE

    Master of Arts
    Barry University Miami Shores, FL

    Bachelor of Arts
    Marquette |  Milwaukee, WI

    matthes-mark

    Mark Matthes

    Chief Operating Officer

    Corporate Services

    Whether he is solving complex problems at the office or climbing to the Mount Everest Base Camp, Mark is up for the challenge. Having summited 24 of the 53 mountain peaks in Colorado that have an elevation of at least 14,000 feet, one could say Mark has a flare for adventure.

    Whether he is solving complex problems at the office or climbing to the Mount Everest Base Camp, Mark is up for the challenge. Having summited 24 of the 53 mountain peaks in Colorado that have an elevation of at least 14,000 feet, one could say Mark has a flare for adventure. His most recent adventure has brought him to SilverStone Group, where Mark serves as our Chief Operating Officer.

    In this role, Mark is involved in the firm’s day-to-day operations and he works closely with the firm’s leaders to ensure SilverStone Group’s continued growth. His diverse background as President of Jet Linx Aviation and Executive Vice President & Chief Operating Officer for Duncan Aviation have well-prepared him to be an excellent leader and problem-solver. Mark is a good listener and enjoys working with producers and support teams to provide the resources they need to offer outstanding service to clients. He particularly enjoys the positive energy that is exhibited by SilverStone Group Associates.

    In addition to dedicating himself at the office, Mark has previously dedicated himself to our community by serving as a board member of the United Way, Lincoln Chamber of Commerce and Omaha YMCA. When Mark is away from the office, he and his wife enjoy biking, gardening and hiking.

    Contact Information
    e-mail: mmatthes@ssgi.com | phone: 402.964.5552 | fax: 402.963.4098

    mclaughlin-mark

    Mark McLaughlin

    Client Advocate & Claims Adjuster

    Claims & Safety

    Mark has never been one to turn down a challenge. As a Claims Adjuster, Mark specializes in processing complex medical, legal and insurance issues...

    Mark has never been one to turn down a challenge. As a Claims Adjuster, Mark specializes in processing complex medical, legal and insurance issues which he finds interesting and challenging at the same time. He is constantly advocating for his clients, helping them contain costs by working with adjusters, reviewing claim losses with insureds and discussing the best ways to prevent future claims in their workplaces. He utilizes his well-established relationships with adjusters to either lower reserves or apply his recommendations on how to achieve the best possible outcome on a claim.

    On the Third Party Administrator (TPA ) side, Mark’s clients trust him to handle their workers' compensation claims to attain the best result. His effective communication skills provide his clients with an accurate and timely turnaround for any event that arises.

    In his free time, Mark’s competitive nature remains evident. He enjoys golfing, Husker football and a spirited game of bag toss. Mark equally looks forward to spending time with his wife and kids.

    Contact Information
    e-mail: mmclaughlin@ssgi.com |  phone: 402.964.5586  |  fax: 402.963.4094

    Professional Titles

    • Associate in Claims (AIC)

    Education
    Bachelor of Science  |  Business
    University of Nebraska-Omaha |  Omaha, NE

    weber-mark

    Mark Weber

    Principal

    Private Client Services

    Mark exemplifies our Firm's commitment to experience. With 30 years in the industry, he is recognized as a financial consultant to business owners and executives.

    Mark exemplifies our Firm’s commitment to experience. With 30 years in the industry, he is recognized as a financial consultant to business owners and executives. He has assisted some of the country’s wealthiest individuals with personal financial and estate planning and is widely recognized for his work in both business transition planning and philanthropic estate planning. Mark enjoys the challenge of helping clients solve financial problems. Like his coworkers, he is committed to excellence and is gratified to see his clients achieve their goals.

    Mark has spoken on various financial and estate planning topics to audiences including the Nebraska Bar Association, the Nebraska Society of CPAs, the Iowa Bar Association, the University of Nebraska College of Law and School of Accounting, the Society of Financial Services Professionals and the Omaha Estate Planning Council. He has also authored numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning.

    He is a member of numerous professional associations, including the Society of Financial Service Professionals, the Advanced Association of Life Underwriters, the National Advisors Conference, the National Association of Insurance and Financial Service Professionals, the Great Plains Federal Tax Institute, the Nebraska Bar Association, the Omaha Bar Association and the Omaha Estate Planning Council. In several of these organizations, he has held leadership positions at both the local and national levels. He currently serves on the Advisory Board of the American College Center for Ethics in Financial Services and M Financial’s Standard of Care Task Force.

    Mark is active in the community and enjoys charitable work, a commitment that he shares with his clients. He knows first-hand how satisfying it can be to contribute to causes that are near to his heart, and he derives great pleasure from helping clients find that same satisfaction in their own lives.

    Contact Information
    e-mail: mweber@ssgi.com |  phone: 402.964.5442  |  fax: 402.963.4084

    Professional Designations

    • Accredited Estate Planner® (AEP®)
    • Chartered Financial Consultant (ChFC)
    • Chartered Life Underwriter (CLU)
    • Certified in Long Term Care (CLTC)
    • Chartered Advisor in Philanthropy® (CAP®)

    Education
    Juris Doctorate
    Creighton University |  Omaha, NE

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

    Bachelor of Arts  |  Psychology
    Creighton University |  Omaha, NE

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC .  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.

    hinman-mary

    Mary Hinman

    Client Advocate, Benefit Analyst

    Group Benefits

    Whether she’s spending time with her family, traveling, golfing, skiing, playing piano or watching Husker football, one thing’s for sure, Mary is dedicated!

    Whether she’s spending time with her family, traveling, golfing, skiing, playing piano or watching Husker football, one thing’s for sure, Mary is dedicated! In the office, Mary proves her dedication to her clients. She is a resourceful team player who excels at building trusting relationships.

    Mary brings over 10 years of experience in the insurance industry to SilverStone Group. As a Benefit Analyst, Mary works with the Group Benefits Service Team to analyze health insurance data in preparation for submission and renewals. She also prepares quarterly, stewardship, planning, and renewal reports. Mary’s broad background, which includes working with multiple employee benefit plans, designs and concepts, is a tremendous asset to her clients. Mary recently furthered her insurance knowledge by earning the Health Insurance Associate (HIA) designation.

    Like many SilverStone Group Associates, Mary is an avid Husker football fan. In the professional arena, she roots for the Steelers. Although she had the opportunity to meet Maurkice Pouncey, she notes Troy Polamalu is her favorite player because, “Let’s face it, he has great hair.”

    Contact Information
    e-mail: mhinman@ssgi.com |  phone: 402.964.5751  |  fax: 402.963.4083

    Professional Certifications

    • Health Insurance Associate (HIA)
    paladino-mary

    Mary Paladino

    Sr. Account Manager

    Personal Insurance

    With many years of experience in the insurance industry, Mary could be called an expert! She started working at SilverStone Group 13 years ago and has become an invaluable member of the Private Client Services Team.

    With many years of experience in the insurance industry, Mary could be called an expert! She started working at SilverStone Group 15 years ago and has become an invaluable member of the Private Client Services Team.

    As a Senior Account Manager, Mary is responsible for selling new accounts through referrals and rounding of existing accounts. She also markets and administers existing accounts to renew expirations and extend or expand coverage, serving clients throughout the process. Mary prides herself on listening to customers and then making recommendations for their specific insurance needs. She strives to go above and beyond by making herself available to clients at any time via phone or e-mail.

    When Mary isn’t devoting her time to work, she enjoys reading and golfing.

    Contact Information
    e-mail: mpaladino@ssgi.com |  phone: 402.964.5569  |  fax: 402.963.4083

    Professional Certifications

    • Associate in General Insurance (AINS)
    • Accredited Adviser in Insurance (AAI)
    fisher-matt

    Matt Fisher

    Client Advocate & Actuary

    Defined / Post-Retirement Benefits

    Aim. Shoot. Matt Fisher always has his eye on the prize. From his success at work to enjoying his favorite past time, waterfowl hunting, he sure knows how to shoot and score.

    Aim. Shoot. Matt Fisher always has his eye on the prize. From his success at work to enjoying his favorite past time, waterfowl hunting, he sure knows how to shoot and score.

    Matt has been with SilverStone Group since 1998 and has over 16 years of experience in the actuarial analysis of Defined Benefit Plans and 11 years of experience in Post-Retirement Medical Plans. He also has 11 years of actuarial experience in the areas of Dental Pricing and Financial Reporting.

    Matt’s expertise includes performing actuarial valuations of pension plans and retiree welfare plans. His experience also includes plan design, experience analysis of assumptions and forecasting of valuation results.

    Matt is a member of the Nebraska Actuaries Club and whether it is work or play, he delivers a level of dedication that always exceeds expectations!

    Contact Information

    e-mail: mfisher@ssgi.com  |  phone: 402.964.5511  |  fax: 402.963.4089

    Education
    Bachelor of Science |  Business Administration  |  Actuarial Science
    University of Nebraska-LincolnLincoln, NE

    guthrie-matt

    Matt Guthrie

    Benefit Analyst

    Group Benefits

    circo-meg

    Meg Circo

    Account Manager

    In-Home Care Risk Services

    At an early age, Meg was introduced to the insurance industry. As the daughter of an agency owner, risk management has always played a part of her life.

    At an early age, Meg was introduced to the insurance industry. As the daughter of an agency owner, risk management has always played a part of her life. After her father sold his agency, Meg found her place at SilverStone Group and has worked in several different areas, including Commercial Lines & Bonds and also Personal Lines. She has handled a unique variety of accounts and understands the specialized needs of clients in different industries. She is now a Commercial Account Administrator in the In-Home Risk Services division.

    With more than eight years of professional experience in the insurance industry, Meg knows the importance of providing detailed, accurate information and a quick turnaround time. She makes sure her clients understand their policy and helps them resolve any issues they may have. Meg listens to her clients’ needs and finds creative solutions to their problems. It’s safe to say that she understands the industry and is passionate about serving clients.

    In her spare time, Meg enjoys spending time with her two young children.

    Contact Information
    e-mail: mcirco@ssgi.com |  phone: 402.964.5425  |  fax: 402.964.5566

    Professional Title
    Certified Insurance Service Representative (CISR)

    Education
    Bachelor of Science  |  Human Resources
    College of Saint Mary
    |  Omaha, NE

    ross-megan

    Megan Ross

    Account Administrator

    In-Home Care Risk Services

     

     

     

     

    Contact Information
    e-mail: mross@ssgi.com|  phone: 402.964.5640 |  fax: 866.855.9750

    Education
    Masters of Arts in Counseling
    Doane College  |  Crete, NE

    Bachelor of Arts & Science
    University of Nebraska-Lincoln |  Lincoln, NE

    sergeant-melinda

    Melinda Sergeant

    Client Advocate & Billing Coordinator

    Defined / Post-Retirement Benefits

    Melinda prefers to take life step by step – literally! Whether Melinda is enjoying the sights at the Henry Doorly Zoo or taking a stroll over her lunch hour, she loves being outside and staying active.

    Melinda prefers to take life step by step – literally! Whether Melinda is enjoying the sights at the Henry Doorly Zoo or taking a stroll over her lunch hour, she loves being outside and staying active. The discipline it takes to ensure her daily walks not only benefits her health, but also serves her well in her position at SilverStone Group.

    Melinda has dedicated over 25 years to SilverStone Group. She currently handles and maintains all billing for the retiree and medical group and pension group in the Retirement Division. Melinda understands the importance of detailed, accurate information and superior customer assistance. Her dedication to client satisfaction is just as strong as her commitment to her own health – making her a perfect fit at SilverStone Group.

    Contact Information
    e-mail: msergeant@ssgi.com |  phone: 402.963.4089  |  fax: 402.963.4089

    hansen-melissa

    Melissa Hansen

    Administration Specialist

    Property & Casualty

    As a busy working mother, Melissa knows how to handle a little chaos.

    As a busy working mother, Melissa knows how to handle a little chaos. Her ability to multitask serves her well in her role as an Administration Specialist for the Property & Casualty Team.

    Melissa is responsible for ensuring all Producers and team members are properly certified with both licensing and continuing education credits – talk about a lot to keep track of! Her nearly 8 years of experience in the insurance industry prepared her for her position at SilverStone Group and her depth of knowledge and overall attention to detail benefits not only her fellow team members, but also the clients who interact with her.

    Melissa loves that her role doesn’t really feel like “work” and genuinely enjoys every aspect of it. She values her team members and believes the family-like atmosphere and friendly faces make SilverStone Group a great place to work.

    When Melissa is not assisting her Property & Casualty Producers, she enjoys being a softball and dance mom to her three young daughters.

    Contact Information
    e-mail: mmhansen@ssgi.com |   phone: 402.964.5424  |  fax 402.557.6324

    riepe-merle

    Merle Riepe

    Principal

    Human Capital

    As an avid skier, Merle is well acquainted with fresh powder and moguls. As a psychologist, he is well acquainted with ego bumps. As a Principal for SilverStone Group, Merle takes the same dedication he has for skiing and translates it into increasing the effectiveness of people in the workplace based on proven psychological and management approaches.

    As an avid skier, Merle is well acquainted with fresh powder and moguls. As a psychologist, he is well acquainted with ego bumps. As a Principal for SilverStone Group, Merle takes the same dedication he has for skiing and translates it into increasing the effectiveness of people in the workplace based on proven psychological and management approaches. With experience in the fields of psychology and management consulting, he helps organizations hire the best, develop their leaders and create great work cultures.

    Since his first role as an organizational development intern in a hospital 13 years ago, Merle has a growing concern over the lack of utilization of business analytics in the disciplines of selection, leadership development and employee engagement. Merle says it’s the variety of his work he enjoys most. Every project provides a new challenge and the opportunity to work with exceptionally bright people to solve important problems. He feels privileged to collaborate with clients who are excited about and value the services he loves providing.

    Merle received a PhD in Consulting Psychology from Alliant International University, with research interests in global leadership, personnel selection validation and employee engagement. Merle is active in both his professional and local community. He is a graduate of Leadership Omaha. Merle is Chairman of the Zeta Psi Fraternity Omicron Chapter Board of Trustees and he is President of his homeowners association. Merle is also a member of the United Way of the Midlands Finance Committee, the Society of Consulting Psychology, the Society for Industrial/Organizational Psychology and SilverStone Group’s Wellness Activity Group (WAG). Merle has served on the WAG committee for seven years and is currently chairperson. WAG mentors associates in developing and maintaining a healthy and active lifestyle. His leadership roles and his experience with our wellness plan are invaluable to his clients.

    Dr. Riepe’s knowledge of human behavior and systems, his expertise in assessment and his experience in facilitating change enable him to provide innovative, practical and principled consulting services that are crafted to meet clients’ critical needs. Merle’s relentless commitment to a successful outcome is what separates him from the rest. Merle is dedicated to his work, but recognizes the need for renewal and he makes time to hit the slopes at one of his favorite ski resorts. If you see him at the lodge, he is likely to strike up a conversation with you, whether it’s about moguls or egos!

    Contact Information
    e-mail: mriepe@ssgi.com |  phone: 402.964.5515  |  fax: 402.963.4085

    Professional Title

    • Organizational Psychologist

    Education
    PhD of Philosophy  |  Consulting Psychology
    Alliant International University |  San Diego, CA

    Master of Science  |  Consulting Psychology
    Alliant International University |  San Diego, CA

    Bachelor of Science  |  Psychology
    Nebraska Wesleyan University |  Lincoln, NE

    vech-michael

    Michael Vech

    Client Advocate & Actuary

    Defined / Post-Retirement Benefits

    Considering his career choice, it’s not surprising that Michael has always excelled when it comes to mathematics. In college, he used his extraordinary math skills to write...

    Considering his career choice, it’s not surprising that Michael has always excelled when it comes to mathematics. In college, he used his math skills to write a computer program to simulate a baseball game, a project that won him the Phi Kappa Phi Scholar of the Year Award.

    Michael has over seven years of actuarial experience helping clients find solutions that fit their individual and organizational needs. He performs post-retirement medical valuations to satisfy ASC 715-60, GASB 45 and NAIC reporting requirements.  He has also been involved in working with Actuarial Equivalency attestations for Medicare Part D.  He has been assisting clients with Early Retiree Reinsurance Programs established under PPACA.

    Michael has worked as a pricing actuary in several sectors, including individual health, Medicare supplement, disability, critical illness and Long-Term Care. He has been involved at all levels of actuarial work, from pricing new market expansion and new plan offerings to existing markets, annual rate filings, producer compensation design and primary support.

    Michael is the author of several articles for our SilverLink magazine and is also an Associate of the Society of Actuaries, a member of the American Academy of Actuaries and a member of the Nebraska Actuaries Club. He is also a member of the Maple Street YMCA Advisory Board and has served on the Parish Council and Stewardship committee of Saint Elizabeth Ann Seton Church.

    With four little girls, Michael spends most of his free time at home with his family. Whether he is giving “dragon rides” or pretending to be a puppy—since he has thus far resisted giving in and buying one—Michael can always expect an abundance of hugs when he walks in the door at night.

    Contact Information
    e-mail: mvech@ssgi.com |  phone: 402.964.5722  |  fax: 402.963.4089

    Professional Titles

    • Associate of Society of Actuaries ASA
    • Member of American Academy of Actuaries MAAA

    Education
    Bachelor of  Science  |  Mathematics & Information Systems
    Nebraska Wesleyan University  |  Lincoln, NE

    rutherford-michele

    Michele Rutherford

    Client Relationship Manager, Consultant

    Group Benefits

    miller-michelle

    Michelle Miller

    Director

    Marketing & Communications

    Michelle’s favorite color used to be purple. Since 2003, she’s taken a shine to silver and blue.

    Michelle’s favorite color used to be purple. Since 2003, she’s taken a shine to silver and blue. Why? SilverStone Group’s corporate colors!  Michelle has nearly 20 years of experience in marketing, specializing in graphic design, branding, advertising and writing and editing marketing materials.

    She leads a team of multi-media and communication specialists whose vision helps drive all materials prepared by SilverStone Group Associates. The department utilizes leading-edge technology to innovatively and accurately create an entire brand experience. They pride themselves on their can-do attitude and passion to provide high quality deliverables.

    Her innovative thinking was integral in the redesign of SilverLink magazine, which received the Heartland Print Gallery Award in 2004. She was also instrumental in the development of SilverStone Group’s current brand.

    Michelle leads by example, promoting teamwork and collaboration among Firm Associates. She knows that successful client engagements are the result of many people working together with a common goal — to provide excellent customer service no matter what the job.

    Michelle has served on SilverStone Group’s Wellness Activities Group (WAG) for the past nine years, and she is currently chairperson. WAG mentors Associates in developing and maintaining a healthy and active lifestyle.

    Michelle is a current member of the Mid-America Direct Marketing Association, National Association of Photoshop Professionals, Omaha Marketing Group Roundtable, the Midlands Humane Society Board of Directors and the Golf Outing Committee for Outlook Nebraska Inc., an Omaha-based company that employs the blind and visually impaired. She is also a past board member of Owen’s Educational Services which serves as an educational opportunity for at-risk youths.

    When not being creative at work, you can often find Michelle on the golf course with her husband, at the gym or even in her flower gardens.

    Contact Information
    e-mail: mmiller@ssgi.com |  phone: 402.964.5793  |  fax: 402.964.5504

    Education
    Bachelor of Science  |  Graphic Design &  Fine Arts
    Dana College  |  Blair, NE

    phillips-mikala

    Mikala Phillips

    Client Advocate & Account Administrator

    Enterprise Risk Services

    Contact Information
    e-mail: mphillips@ssgi.com |   phone: 712.329.3130  |  fax 712.329.3131

    ehmke-mike

    Mike Ehmke

    Principal

    Defined / Post-Retirement Benefits

    Mike loves the outdoors, but you'd never guess that from his choice of career -- as an actuary. He's a 23-year veteran of pension, actuarial and consulting services,

    Mike loves the outdoors, but you'd never guess that from his choice of career -- as an actuary. He's a 23-year veteran of pension, actuarial and consulting services, including 21 years in post-retirement medical, dental and life insurance actuarial valuations and consulting. His extensive experience provides for the design, implementation, evaluation and ongoing administration of pension and retiree welfare programs. Mike enjoys the challenge of creating solutions for complex financial problems. He realizes that while clients expect his department to provide viable answers, they are often surprised to find that Mike and his team take the time to really listen before making recommendations.

    Mike is the author of several articles for our SilverLink magazine and is involved in numerous professional associations, including the American Academy of Actuaries. He is an Enrolled Actuary by the Joint Board for Enrollment of Actuaries, an Associate for the Society of Actuaries and a member of the Nebraska Actuaries Club. He is Treasurer of the not-for-profit Copper Ridge Estates Homeowners' Association and attends St. Patrick Church.

    Contact Information
    e-mail: mehmke@ssgi.com |  phone: 402.964.5522  |  fax: 402.963.4089

    Professional Certifications

    • Enrolled Actuary (EA)
    • Associate of Society of Actuaries (ASA)
    • Member of American Academy of Actuaries (MAAA)

    Education
    Bachelor of Science  |  Mathematics, Statistics & Actuarial Science
    University of Nebraska-Lincoln |  Lincoln, NE

    hart-mike

    Mike Hart

    Systems Administrator

    Information Technology

    reilly-mike

    Mike Reilly

    Client Advocate & Sr. Consultant

    Claims & Safety

    Have a question about a personal injury or coverage issues? Mike has the answer! With over 24 years of experience in private practice law specializing in...

    Have a question about a personal injury or coverage issues? Mike has the answer! With over 24 years of experience in private practice law specializing in civil litigation involving personal injury, property damage and insurance contract and coverage issues. He has tried over 75 jury trials in Iowa and Nebraska state and federal courts.

    Because of his legal background and experience in litigation, Mike is able to provide expert assistance to his clients with the claims process. Whether they are pursuing a claim or defending a claim, Mike will guide his clients through all facets of claims and claim handling. In addition, he is knowledgeable on and can assist with insurance contract and coverage issues.

    Mike enjoys working in a friendly environment and it shows. He is happy to share his knowledge of the claims process which is evident by his numerous continuing legal education presentations throughout Iowa. He is a former member of several professional associations including the Iowa Academy of Trial Lawyers and the Iowa and Nebraska Trial Lawyers Associations and is a past president of the Iowa Trial Lawyers Association.

    Contact Information
    e-mail: mreilly@ssgi.com |  phone: 402.964.5585  |  fax: 402.963.4094

    Education
    Juris Doctorate
    Creighton UniversityOmaha, NE

    Bachelor of Science  |  Business Administration
    Creighton UniversityOmaha, NE

    wieger-mike

    Mike Wieger

    Accounting Processor

    Accounting

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    ashley-nancy

    Nancy Ashley

    Vice President & Senior Consultant

    Executive Benefits

    Whether it's indoors or out, Nancy's got a knack for interior design. She enjoys the challenge of decorating a room, as each space is unique...just like she enjoys...

    Whether it’s indoors or out, Nancy’s got a knack for design. She enjoys the challenge of decorating a room, as each space is unique…just like she enjoys the challenge of taking on a client’s specific need. Nancy knows how to take pieces of the puzzle and bring it all together to make a complete, holistic solution.

    Nancy has over 20 years experience in the insurance and benefits industry. Nancy specializes in the development, implementation and administration of non-qualified executive benefit plans. Such plans include deferred compensation, supplemental retirement, pension restoration, split-dollar, disability, long-term care and compensation and bonus plans for executives.

    As clients well know, Nancy strives to provide solutions for her clients. She enjoys designing and administering Executive Benefit Plans that help clients attract, retain and reward talented executives. Nancy knows that staying on top of challenges in the industry helps to keep clients informed and her relationship with M Financial Group provides her team with numerous resources to offer solutions to clients’ needs. Nancy and her staff take a proactive approach when meeting their clients’ needs and they are there every step of the way—from communicating a new plan to complex reporting and compliance procedures, clients can depend on Nancy and her team!

    Nancy knows that SilverStone Group works hard for their clients, which has resulted in many clients requesting information, advice and referrals for services in other areas of the firm, further strengthening client relationships.

    Nancy is a member of several professional associations, including the Omaha Chapter of the Society of Financial Service Professionals. She loves to spend time with family and friends, travel, explore and spend time outdoors. During the winter months, you can find Nancy working on home improvement projects, as one of her true passions is interior design—selecting and mixing colors, fabrics, woods, finding the perfect furniture, light fixtures, area rugs and accessories to pull a room together and make it inviting and cozy.

    Contact Information
    e-mail: nashley@ssgi.com |  phone: 402.964.5438  |  fax: 402.963.4082

    Professional Titles

    • Chartered Financial Consultant (ChFC)
    • Chartered Life Underwriter (CLU)
    • Health Insurance Associate (HIA)

    Education
    University of Nebraska-Omaha  |  Omaha, NE

    edelman-nancy

    Nancy Edelman

    Risk Management Coverage Director

    Property & Casualty

    As the team leader and client service advocate for educational institutions, hospitals and related medical accounts, SilverStone Group values Nancy’s attentiveness...

    As the team leader and client service advocate for educational institutions, hospitals and related medical accounts, SilverStone Group values Nancy’s attentiveness and commitment to her clients. Nancy received special recognition for her dedication in 2004 when she was awarded the H.H. “Red” Nelson Award for excellence in client service. Associates are nominated by their peers in recognition of their willingness to work as a team and positively express their work ethic, personal characteristics and communication skills.

    Nancy’s experience includes working for several national insurance brokers and companies, and her professional skills are undoubtedly an asset to the workplace. Specializing in professional liability and risk management, Nancy’s goal is to offer clients insurance coverage appropriate for their unique exposures. She knows that a strong client relationship and working knowledge of each client’s operation helps build a quality insurance program with Risk Management alternatives. Nancy and her team meet weekly to share and discuss goals in order to benefit their clients in areas of coverage, cost and risk management procedures.

    Nancy values continuing her education and strives to keep up-to-date on up-and-coming industry news and policies. She is a member of the Omaha Chapter of Chartered Property Casualty Underwriters (CPCU) and the Professional Liability Underwriting Society (PLUS). In her spare time, Nancy enjoys spending evenings curled up with a good book and her white rabbit, Melody.

    Contact Information
    e-mail: nedelman@ssgi.com |  phone: 712.329.3139  |  fax: 402.557.6328

    Professional Titles

    • Chartered Property Casualty Underwriter (CPCU)
    • Registered Professional Liability Underwriter (RPLU)
    • Associate in Risk Management (ARM-P)
    • Associate in Insurance Services (AIS)
    • Accredited Advisor of Insurance (AAI)
    • Associate in Underwriting (AU)
    petersen-nancy

    Nancy Petersen

    Client Advocate & Senior Service Specialist

    Group Benefits

    Nancy always has her game face on…with three teenage boys—she has to! Nancy keeps busy all year long with the boys’ games and practices.

    Nancy always has her game face on…with three teenage boys—she has to! Nancy keeps busy all year long with the boys’ games and practices. When she’s not just juggling sports equipment and their active schedules, she is busy as a  Senior Service Specialist at SilverStone Group.

    Nancy joined SilverStone Group in 2010, bringing an extensive background in the healthcare field that spans over 25 years. Nancy’s most recent experience includes leading the client service team for one of the top third-party administrators in South Dakota and Iowa. Prior to that, Nancy worked for one of the most prominent hospitals and health systems in the region. Her impressive knowledge of all aspects relating to supporting clients in the group health insurance industry makes Nancy an invaluable asset to the clients she serves.

    Nancy’s broad experience has given her a deep understanding of service and design for self-funded health plans. She brings this tremendous depth of experience to every interaction she has with her clients at SilverStone Group.

    Nancy is responsible for the day-to-day service needs for her clients, which includes helping to answer questions and resolve any issues related to federal and state plan compliance, health carrier claim service, third party administration, employee education and human resources support. When there’s a break in her busy schedule, Nancy enjoys spending warm days with her family on their pontoon boat.

    Contact Information
    e-mail: npetersen@ssgi.com |  phone: 605.444.6113

    edmundson-nicole

    Nicole Edmundson

    Client Advocate & Account Manager

    Healthcare Risk Services & Professional Liability

    As an Account Manger, Nicole assists clients in controlling and financing the various professional liability risks that affect their businesses.

    As an Account Manger, Nicole assists clients in controlling and financing the various professional liability risks that affect their businesses. Her day-to-day work includes gap analysis, research on appropriate design of insurance programs and helping clients quantify their exposures to determine the most efficient use of their resources. She will work with risk managers, financial risk analysts and attorneys on her team to produce a holistic solution for clients in the healthcare, legal and educational fields.

    Nicole is a detail-oriented and thorough worker, which is important when analyzing coverages and reviewing quotes, policies and endorsements for accuracy. She puts the client first, which is essential in making sure each client’s needs and requests are met in a timely and efficient manner.

    Nicole has over 15 years of experience in the insurance and risk management industry and will utilize this experience to help clients identify and address exposures before they cause financial loss.

    Contact Information
    e-mail: nedmundson@ssgi.com |  phone: 402.964.5531  |  fax: 402.557.6321

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    mccawley-pam

    Pam McCawley

    Principal

    Personal Insurance

    Pam is great at solving problems. She has more than 20 years of experience in the personal lines insurance arena, specializing in VIP and complex accounts.

    Pam is great at solving problems. She has more than 25 years of experience in the personal lines insurance arena, specializing in VIP and complex accounts. Pam's knowledge and experience in the personal insurance industry help her make a difference to the owners of many of the premier homes across the United States. She also enjoys helping her prestigious clients find solutions to protect their collectibles and other fine arts.

    Pam previously worked as an underwriter for Crum & Forster and was an Area Manager/Vice President during her 10 years with Alexander and Alexander.

    Pam has been involved with several professional and civic associations including the American Cancer Society, Girls Inc., Omaha Food Bank, TeamMates and the Independent Insurance Agents of Omaha. When she's not helping clients, Pam enjoys gardening, knitting, decorating and spending time with her extended "Irish" family.

    Contact Information
    e-mail: pmccawley@ssgi.com |  phone: 402.964.5570  |  fax: 402.557.6320

    Professional Titles

    • Accredited Advisor in Insurance (AAI)
    • Associate in General Insurance (AINS)
    • Certified Professional Insurance Agent (CPIA)
    ziegler-pamela

    Pamela Ziegler

    Client Advocate & Account Administrator

    Personal Insurance

    Pamela has been with SilverStone Group since 2010 and has recently stepped into the role of Account Administrator for the Personal Insurance Team after obtaining her Property & Casualty license.

    Pamela has been with SilverStone Group since 2010 and has recently stepped into the role of Account Administrator for the Personal Insurance Team after obtaining her Property & Casualty license. In this position, she will provide service to existing clients including changes to their policies and assistance with renewals. Pamela will also assist in new business marketing and preparation of quotes and proposals. Her professionalism and strong organizational skills allow her to establish trustworthy relationships with clients while providing excellent customer service.

    Pamela is on the board for the Nebraska Chapter of the Cystic Fibrosis Foundation and was an integral part in coordinating their 2012 Links for a Cause golf fundraiser. She previously held the position of Multi-Media Specialist and First Impressions Coordinator.

    Contact Information
    e-mail: pziegler@ssgi.com |   phone: 402.964.5435  |  fax 402.557.6320

    Education
    Bachelor of Science  |  Journalism & Public Relations
    Creighton University  |  Omaha, NE

    fay-pat

    Pat Fay

    Senior Advisor

    Qualified Plan & Investment Services

    If you ask Pat where he is from, he will likely tell you he is from the same town as Bob Dylan – Hibbing, Minnesota. This native Minnesotan has found his career...

    If you ask Pat where he is from, he will likely tell you he is from the same town as Bob Dylan – Hibbing, Minnesota. This native Minnesotan has found his career calling in Nebraska as a Senior Advisor at SilverStone Group. He truly enjoys helping plan participants learn how to save and identify financial goals that will benefit them over the long-term. Pat has more than 10 years of experience in qualified plan investments, 5 of which have focused on the institutional side of corporate retirement planning. This extensive background has enabled Pat to provide comprehensive retirement planning solutions with a high level of communication and service. In his day-to-day work-life, Pat provides recommendations to clients by proactively monitoring investments and working to help them meet their financial goals.

    Pat is active in the community and is currently a member of the Omaha Morning Rotary and Omaha Venture Group. His past involvement includes serving as a board member for the Creighton University Young Alumni Association. When he’s not at work, you might find Pat attending a local sporting event such as Creighton Basketball or UNO Hockey, or enjoying a round of golf.

    Contact Information
    e-mail: pfay@ssgi.com |  phone: 402.964.5594  |  fax: 402.963.4084

    Education
    Bachelor of Science  |  Business Administration & Finance
    Creighton University  |  Omaha, NE

    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

    gaule-pat

    Patrick Gaule

    Application & Web Developer

    Information Technology

    moore-patty

    Patty Moore

    Client Advocate & Senior Project Analyst

    Group Benefits

    hanely-pete

    Pete Hanley

    Account Executive

    Agriculture & Transportation Risk Services

    Pete is a family man and a community advocate. When he’s not enjoying outdoor activities with his family, helping to coach a youth baseball team

    Pete is a family man and a community advocate. When he’s not enjoying outdoor activities with his family, helping to coach a youth baseball team  or finding the next problem to tackle in the Omaha community, he’s helping his clients with their insurance issues so they can spend more time with their families.

    Pete has more than 25 years of experience in the insurance industry, including managing the marketing of various products throughout the Independent Agency System for a 12-state region. He combines his knowledge and background in the transportation industry to help identify potential exposures and to provide cost-effective solutions. His specialization in the transportation industry allows him to focus on his customer relationships and to stay current with issues that impact his clients.

    Prior to becoming a retail insurance agent, Pete developed his property and casualty knowledge working for insurance companies. He gained valuable experience in claims handling, underwriting, product development and marketing during a 13 year period.

    Pete is involved in several professional and civic associations. He currently serves as president of Merry Makers, co-chair for Steven’s Center Fundraiser and is an active board member of Westside Community Foundation, Nebraska Land Trust and Champions Run. He previously served a two-year term as President of the 1752 Club of Nebraska, a recognized group of insurance marketing representatives.

    Pete holds two insurance designations that include a Certified Insurance Counselor and Certified Risk Manager (CRM).

    Contact Information
    e-mail: phanley@ssgi.com |  phone: 402.964.5729  |  fax: 402.557.6327

    Professional Titles

    • Certified Insurance Counselor (CIC)
    • Certified Risk Manager (CRM)

    Education
    Bachelor of Science  |  Agriculture Economics
    Kansas State University  |  Manhattan, KS

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    bussey-rachel

    Rachel Bussey

    Communications Manager

    Marketing & Communications

    If you aren’t careful, you might miss her! Only 60 inches tall, Rachel is the shortest member of the MarComm department. Despite her size, she plays a big role!

    If you aren’t careful, you might miss her! Only 60 inches tall, Rachel is the shortest member of the MarComm department. Despite her size, she plays a big role! During her 4 years with SilverStone Group, Rachel has worked hard to earn the position of Word Processing Manager in the Marketing and Communications department. She oversees the editing and proofing of internal and external communication pieces for all divisions of the firm. She also serves as lead editor on the company magazine, SilverLink, and has authored several articles for the publication. SilverStone Group recognizes Rachel’s expertise and commitment to excellent customer service by honoring her with the H.H. Red Nelson Award.

    A graduate of the University of Nebraska-Omaha, Rachel earned her bachelor’s degree in English with a concentration in writing and linguistics. She has nearly 6 years of professional experience, having worked for a mortgage brokerage firm prior to joining SilverStone Group. Rachel’s sharp attention to detail and creativity allows her to bring fresh, effective ideas to each project she is involved in. She enjoys working with Associates to help create communication pieces they are proud to place in front of clients and prospects.

    When Rachel isn’t in the office, you can likely find her running with her husband and pampering her Yorkie, Reece. She also enjoys reading and spending time with her niece and nephews.

    Contact Information
    e-mail: rbussey@ssgi.com |   phone: 402.964.5579  |  fax 402.964.5454

    Education
    Bachelor of English  |  Writing & Linguistics
    University of Nebraska  |  Omaha, NE

    nolte-renee

    Renee Nolte

    Vice President & Senior Consultant

    Defined / Post-Retirement Benefits

    What does Renee love most about living in Nebraska? The 15-mile view out of her front window! She also enjoys taking full advantage of Nebraska’s climate changes...

    What does Renee love most about living in Nebraska? The 15-mile view out of her front window! She also enjoys taking full advantage of Nebraska’s climate changes throughout the year as an avid water skier and snowmobiling enthusiast. When Renee isn’t busy immersing herself in the great outdoors, she is hard at work advising clients on retirement benefit plans, including both qualified pension plans and nonqualified retirement plans. She completes actuarial valuations, provides financial disclosures and models the cost impact and implications of plan design alternatives. She advises plans regarding contribution strategies with the plan's specific funding objectives in mind. Renee is a registered representative (Series 7) and is licensed in life and health insurance and annuities.

    These qualifications, along with her actuarial credentials and experience, make Renee exclusively skilled to manage pension plan terminations and partial pension carve-outs from start to finish. Her actuarial expertise provides a clear and precise understanding of the pension plan benefits required to be paid. As a registered representative, she accurately analyzes the general assets of an insurance company to determine the safest available annuity, and her insurance license assures plan sponsors receive the most appropriate annuity at the best available price.

    Renee is involved in several professional associations, including the Society of Actuaries, the American Academy of Actuaries and the Nebraska Actuaries Club. She is also a member of a group that promotes continuing education for women. This group provides encouragement and financial support to women seeking to advance their education. In addition, Renee serves as treasurer for another organization that provides support to students attending the University of Nebraska-Lincoln. Renee has also published several articles in the SilverLink magazine during her 15 years with SilverStone Group.

    Contact Information
    e-mail: rnolte@ssgi.com |  phone: 402.964.5439  |  fax: 402.963.4084

    Professional Designations

    • Associate of the Society of Actuaries (ASA)
    • Member of the American Academy of Actuaries (MAAA)

    Education
    Bachelor of Science  |  Mathematics & Actuarial Science
    University of Nebraska-Lincoln  |  Lincoln, NE

    larson-robyn

    Robyn Larson

    Director of Strategic Initiatives

    Group Benefits

    Dedicated is one word that best describes Robyn. On the job, in the gym or for charity—dedication is what makes her stand out from the rest.

    Dedicated is one word that best describes Robyn. On the job, in the gym or for charity—dedication is what makes her stand out from the rest. Robyn has over 20 years of experience in the insurance industry. Past responsibilities include extensive consulting experience dealing with design and funding for large group benefit programs and personnel management.

    Robyn currently manages the Group Division’s internal and external project development from implementation through completion. One of her most important ongoing initiatives is management of quality control to ensure policies, procedures and training for the Group Division are in place and being followed. This includes the selection and preservation of internal databases, software and vendor partners.

    In addition, Robyn leads SilverStone Group’s enterprise to bring online enrollment solutions to our clients and their employees. This initiative helps employers navigate the complex, ever-changing healthcare world with the right technology, reporting and easy administration. As the Director of Strategic Initiatives, she dedicates time every day to make SilverStone Group a better place for our Associates and ultimately, our clients.

    Robyn is a former member of SilverStone Group’s Wellness Activities Group (WAG). Her experience with our wellness plan, coupled with her extensive background in the management of employee benefits plans, makes Robyn an invaluable resource to our company. As an advocate for community involvement and education, Robyn is currently a member of both the Weeping Water Public School’s Board of Education and the Weeping Water Public School’s Scholarship Foundation.

    Contact Information
    e-mail: rlarson@ssgi.com  |  phone: 402.964.5462  |  fax: 402.963.4083

    Professional Certifications

    • Certified Employee Benefit Specialist (CEBS)
    • Health Insurance Associate (HIA)
    nick-rochelle

    Rochelle Nick

    Vice President & Consultant

    Group Benefits

    Rochelle has always enjoyed exploring new places. Her love of traveling has taken her to exotic locations such as India, Malaysia, Egypt and Morocco.

    Rochelle has always enjoyed exploring new places. Her love of traveling has taken her to exotic locations such as India, Malaysia, Egypt and Morocco. Despite her extensive globetrotting, Rochelle has always stayed true to her local roots. Having lived in the Midwest for most of her life, Rochelle’s values and work ethic are well-suited for SilverStone Group’s mission.

    In the midst of all the jet-setting, Rochelle has managed to accumulate 20 years of experience in the Employee Benefits field. Recently, Rochelle transitioned her focus to internal management — managing Group and Worksite Marketing administrative team members. Recently, Rochelle also assumed responsibility for managing the Small Group Department. Her current job focuses on Small Group client management, recruiting new team members, training (ongoing and new hires), associate development and advancement, performance evaluations, compensation, time away, Group process/ procedure analysis and development, associate licensing and managing the Group 5500 (government filing) process.

    Rochelle truly enjoys working at SilverStone Group and feels very fortunate to be a part of such a talented team.

    Contact Information
    e-mail: rnick@ssgi.com |  phone: 402.964.5461  |  fax: 402.963.4083

    Education
    Bachelor of Science  |  Psychology
    Arizona State UniversityTempe, AZ

    Professional Certifications

    • Group Benefits Associate (GBA)
    • Certified Benefits Professional (CBP)
    • Certified Compensation Professional (CCP)
    gebauer-ryan

    Ryan Gebauer

    Vice President | Retail Risk Services

    Property & Casualty

    Upon meeting Ryan, it is no surprise that he has been in the industry for quite some time. His drive and dedication shine through with his enthusiasm when working...

    Upon meeting Ryan, it is no surprise that he has been in the industry for quite some time. His drive and dedication shine through with his enthusiasm when working with new clients and long-term partners. Ryan got his start in the industry in 2001, when he first began to learn day-to-day functions and worked to develop a deep understanding of each critical business piece within the industry.

    Ryan’s previous positions of District Manager and Director of Loss Prevention & Risk Management for a “big box” retailer have provided him with 11 years of experience, allowing him to utilize this knowledge in a productive manner to better service his clients.

    Ryan focuses on a global risk management approach that many of his clients haven’t been offered. He also works to enhance current risk platforms to better protect his clients. Since each industry has unique needs or exposures, Ryan constructs a tailor-made program specifically formulated to fit each individual accounts as it pertains to a retail environment.

    Ryan’s creativity and outgoing personality have proved to be an asset throughout the years and he strives to keep building his positive reputation. He thrives on partnerships and enjoys working with others throughout the organization.

    When Ryan isn’t working to improve client accounts, he spends his time scuba diving and enjoying his training as a student pilot.

     

    Contact Information
    e-mail: rgebauer@ssgi.com |  phone: 605.444.5115 |  fax: 866.427.6568

    Professional Certifications

    • Certified Protection Officer  (CPO)

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    jones-sara

    Sara Jones

    Client Advocate & Surety Bond Account Administrator

    Surety

    Sara is not one to shy away from many challenges. In fact, she enjoys tackling them head on...

    Sara is not one to shy away from many challenges. In fact, she enjoys tackling them head on. That’s just one of the reasons she likes working at SilverStone Group. Every day offers a new challenge and the opportunity for Sara to learn new things. Her career began over 9 years ago in Personal Insurance, but she now spends her time on the Surety side of the business, issuing bonds, collecting and reviewing underwriting information and coordinating renewals. Sara also credits her Surety team as another great benefit of working at SilverStone Group. She says she has learned a great deal from her colleagues in the time she has spent with them.

    Plenty of challenges await Sara at home, too. She and her husband have three very active children and a playful Golden Labrador. We bet it’s a challenge for her to relax!

    Contact Information
    e-mail: sjones@ssgi.com |  phone: 402.964.5768  |  fax: 402.557.6325

    simmon-sarah

    Sarah Simmon

    Client Advocate & Service Representative

    Investment Consulting

    simon-scott

    Scott Simon

    Vice President & Senior Consultant

    Group Benefits

    When Scott advises his clients about Wellness programs, he knows what he's talking about -- because he lives the Wellness ethic. Scott has more than 20 years of experience...

     When Scott Simon advises his clients about Wellness programs, he knows what he’s talking about — because he lives the Wellness ethic. Scott has more than 20 years of experience working with Group Health and Welfare Plans. During his employment with United Healthcare and CIGNA, he specialized in the management of medical, dental, life and disability programs.

    With 10 years of underwriting experience working with self- funded and fully insured plans, Scott has the strong technical background needed to thoroughly analyze healthcare issues and develop creative solutions for his clients. This background also provides him with the tools needed to negotiate with insurance companies and third-party administrators.

    Scott also has several years of claims experience working on a management team responsible for production and customer service. His experience with claims management helps him understand the value of good customer service and the importance of being proactive to serve his clients’ needs.

    Scott and his team know how important it is to thoroughly analyze a client’s situation, getting to know the people and how their health benefits can impact their lives. Scott’s underwriting background plays a large part in the success of placing his clients’ coverages, and his team’s dedication to great service assures that expectations are exceeded.

    Scott is a former member of SilverStone Group’s Wellness Committee. He has been a chairperson for the Walk-for-Diabetes organization and has chaired many other events. Scott is currently on the Jewish Community Center Board of Trustees and serves on the committee for the Omaha Sports Banquet.

    Contact Information
    e-mail: ssimon@ssgi.com |  phone: 402.964.5464  |  fax: 402.963.4083

    Professional Certifications

    • Certified Employee Benefit Specialist (CEBS)
    • Group Benefits Associate (GBA)

    Education
    Master of Business Administration
    University of Hartford  |  Hartford, CT

    Bachelor of Science  |  Business Administration
    University of Hartford  |  Hartford, CT

    klein-shannon

    Shannon Klein

    Manager

    Surety

    Shannon is a person who likes to make things happen and enjoys watching his hard work pay off. He thrives on the energy and enthusiasm that he believes SilverStone Group management brings to the organization.

    Shannon is a person who likes to make things happen and enjoys watching his hard work pay off.  He thrives on the energy and enthusiasm that he believes SilverStone Group management brings to the organization.

    With over 14 years of experience in the insurance industry centered around underwriting, claim handling and contract bonds, he has a high level of integrity and holds himself accountable for all the decisions he makes. Shannon feels passionately that he is able to work as a team with his clients and that process enables him to provide the best possible service.

    Shannon is a member of the Associated Builders and Contractors (ABC) and the Associated General Contractors of America (AGC) Highway and Building Chapters.  With such a packed schedule, Shannon prefers to spend his free time relaxing with family and friends. He also notes that one thing he will never have is a FaceBook page. Surprised?

    Contact Information
    e-mail: sklein@ssgi.com |  phone: 402.964.5725  |  fax: 402.557.6325

    Professional Certifications

    • Accredited Adviser in Insurance (AAI)

    Education
    Bachelor of Science
    University of Nebraska-Lincoln  |  Lincoln, NE

    marshall-sharon

    Sharon Marshall

    Accounting Processor

    Accounting

    moulton-sheena

    Sheena Moulton

    Client Advocate & Benefit Analyst

    Group Benefits

    hullsing-shelli

    Shelli Hulsing

    Client Advocate & Sr. Service Specialist

    Group Benefits

    What does Shelli love about her job? Let us count the ways! She enjoys putting her talents to good use and loves the family-like atmosphere at SilverStone Group.

    What does Shelli love about her job? Let us count the ways! She enjoys putting her talents to good use and loves the family-like atmosphere at SilverStone Group. Shelli appreciates the fast pace of her job, as well as the variety – each day brings new challenges and opportunities.

    With more than 30 years of experience in the Group Benefits insurance industry, Shelli specializes in claims, customer service and marketing. She provides account management and focuses on building client relationships, plan implementation, coordinating ERISA requirements, developing and delivering client materials, maintaining accurate file documents and assisting with special projects.

    Shelli strives to “wow” her clients with her friendly and outgoing personality. She has a mind for service and a passion for helping people with her problem solving abilities. Shelli’s responsiveness, flexibility and loyalty have helped establish positive relationships with her clients. She is a perfectionist with an eye for detail. These skills carry over to her interests outside the office.  Shelli enjoys interior decorating, painting, gardening and cooking. When she isn’t busy sprucing up her home or trying a new recipe, she enjoys taking trips – including an annual excursion to Table Rock Lake with her family and friends.

    Contact Information
    e-mail: shulsing@ssgi.com |  phone: 402.964.5458 | fax: 402.963.4083

     

    lang-shelly

    Shelly Lang

    Senior Marketing Consultant

    Property & Casualty Department

    Shelly Lang has always been a detailed-oriented person. Regardless of the situation, she always meticulously...

    Shelly Lang has always been a detail-oriented person. Regardless of the situation, she always meticulously investigates each aspect of every project she works on in an effort to produce the best possible outcome. This commitment to detail makes her a perfect fit for her role as Senior Marketing Consultant at SilverStone Group. Shelly looks forward to analyzing coverage and providing clients with options that meet or exceed their expectations.

    Shelly has been in the insurance industry for over 30 years and has gained a range of expertise through her prior positions. She started out as a commercial lines rater where she learned the key components of the business. She spent a few years in marketing and then became an Account Executive, which ultimately led her to earn the title of Vice President of Marketing.

    Shelly believes that SilverStone Group provides Associates with a professional and positive work environment, which is what originally drew her to the company. Her co-workers continue to amaze her on a daily basis and always make her feel right at home. In her personal time, Shelly enjoys taking new adventures in the kitchen and diving into home remodeling projects. She also loves spending time with her four dogs who constantly keep her up and running.

    Contact Information
    e-mail: slang@ssgi.com |  phone: 402.964.5482  |  fax: 402.557.6322

     

    Professional Titles

    • Accredited Advisor in Insurance (AAI)
    • Associate in Commercial Underwriting (AU)
    • Chartered Property Casualty Underwriter (CPCU)
    allen-sherry

    Sherry Allen

    Client Advocate & Account Administrator

    Professional Risk Services

    keen-shirley

    Shirley Keen

    Vice President

    Private Client Services

    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)

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

     

    kuzler-stan

    Stan Kulzer

    Ergonomic & Loss Control Specialist

    Prior to joining SilverStone Group, Stan was an occupational therapist for where he spent the majority of his time treating injured workers in a variety of programs...

    Stan’s background as an occupational therapist includes experience in an outpatient clinic setting where he helped develop and worked as part of a multi-disciplinary work hardening and return to work program for injured workers. He also spent time treating chronic pain patients in a multi-disciplinary team, treated post-surgical hand patients and performed functional capacity assessments for injured workers. Stan pioneered post injury and preventative ergonomic programs in the region having trained scores of ergonomic teams and trainers and performed thousands of individual ergonomic assessments. His clients included such companies as Raven Industries, Citibank, Metabank, Good Samaritan Society, Sanford Health Systems, Showplace Wood Products and many others.

    Stan also spent a decade as part of the loss control department in a workers’ compensation insurance company where he performed pre-inspections on prospective insureds for the underwriting department, continued to refine his ergonomic programming and performed and helped refine the onsite causation analysis product (helping determine whether strain injuries have occupational or non-occupational causes) for the claims analysts through the use of evidence-based information. Along with this service, Stan pioneered a training program for claims analysts focusing on the top 10 most important diagnoses for onsite causation analysis. Additionally, Stan is skilled in performing Americans with Disabilities Act Amendments Act (ADAAA)-compliant functional job descriptions.

    Stan is a member of the Human Factors and Ergonomic Society (HFES) and the South Dakota Occupational Therapy Association (SDOTA). He presents on numerous topics including Workers’ Compensation Basics, Ergonomics and the Aging Worker, Accident Investigation, Needle Stick Injury Prevention and a variety of others.

    Contact Information
    e-mail: skulzer@ssgi.com |   phone: 605.367.6373 |  fax 866.427.6568

    Professional Titles

    • Occupational Therapist, Registered and Licensed (OTR/L)
    • Certified Ergonomic Evaluation Specialist (CEES)

    Education
    Bachelor of Science  |  Occupational Therapy
    University of North Dakota  |  Grand Forks, ND
    North Dakota State University  |  Farho, ND

    cockrell-steve

    Steve Cockrell

    Principal

    Claims & Safety

    Steve has been involved with more accidents than anyone ought to be. But that's only because it's his job. When accidents happen in the workplace -- and, unfortunately...

    Steve has been involved with more accidents than anyone ought to be. But that's only because it's his job. When accidents happen in the workplace -- and, unfortunately, no matter how careful you are, it can happen -- Steve is there to help his client mitigate the loss and plan for greater workplace safety in the future.

    Steve has 35 years of experience in claims cost containment and claims management with more than 21 of those years at SilverStone Group.

    He specializes in workers' compensation claims, monitoring claims reserves and assisting in settling outstanding or disputed claims. His extensive knowledge of the claims process is highly beneficial to his clients, which include both insureds and carriers. He has also established and managed a Third-Party Administration Program.

    Having an accident is never a good thing. Having Steve's expertise when dealing with the aftermath of an accident is just good business.

    Contact Information
    e-mail: scockrell@ssgi.com |  phone: 402.964.5584  |  fax: 402.963.4094

    Professional Certifications

    • Senior Claims Law Associate (SCLA)

    Education
    Bachelor of Arts | Criminal Justice
    University of Nebraska-Omaha  |  Omaha, NE

    lund-sue

    Sue Lund

    Client Advocate & Coordinator

    Group Benefits / Worksite Marketing & Elective Employee Benefits

    duncan-susan

    Susan Duncan

    Client Advocate & Sr. Claims Representative

    Susan has more than 20 years of experience in commercial claims, property and casualty insurance and workers’ compensation on both the agency and company sides.

    Susan has more than 20 years of experience in commercial claims, property and casualty insurance and workers’ compensation on both the agency and company sides.  As a Senior Claims Representative, she has extensive knowledge of the claims process, handling reports, completing reviews and providing summaries.

    Susan’s broad range of knowledge and expertise enables her to provide superior customer service and to enhance the overall performance of the Claims Department.

     

    gierasch-susan

    Susan Gierasch

    Client Advocate & Account Administrator

    Group Benefits

    hurley-suzie

    Suzie E. Hurley

    Vice President

    Group Benefits

    Suzie Tolzin has always had a passion for basketball. While playing ball at Iowa in the late 70s she had the unique opportunity to play for the same person who coached her...

    Suzie Hurley has always had a passion for basketball. She played ball while growing up in Iowa in the late 70s and had the unique opportunity to play for the same person who coached her mother in high school during the 1940s. Since then, Suzie’s passion and competitive drive has translated into a successful career for her in the Group Benefits arena. With more than 23 years of experience in the industry, Suzie has grown into one of the premier management professionals in the region.

    Suzie has experience working with large, sophisticated clients who often utilize a self-funded approach for their benefit plans. She is able to design and model benefit plans with her employer groups that are not only cost effective, but also provide the best solutions overall for employers and employees. Her extensive background in claim operations, customer service and Prescription Benefit Management (PBM) at a carrier and Third Party Administrator level allow her to uncover potential opportunities for employers to keep administrative expenses manageable while providing the most fiscally responsible benefits for her clients.

    In addition to her strong work ethic, Suzie plays an active role in the community. She is a current member and past President of the Sioux Falls Downtown Lions Club and has received the Melvin Jones Fellow for Dedicated Humanitarian Services award from the Lions Club International.  Suzie also co-chaired the 2012 Habitat for Humanity of Coreatu Sioux Falls Women Build Project.

    Contact Information
    e-mail: shurley@ssgi.com |  phone: 605.444.5105  |  fax: 605.332.2105

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    rogers-tammy

    Tammy Rogers

    Accounting Supervisor

    Accounting

    mulder-tanya

    Tanya Mulder

    Client Advocate, Worksite Mktg Specialist

    Group Benefits / Worksite Marketing & Elective Employee Benefits

    Whether she’s in the office or on the volleyball court, Tanya knows how to get the job done!

    Whether she’s in the office or on the volleyball court, Tanya knows how to get the job done! She also realizes the value of hard work, having earned her bachelor’s degree in 3½ years while playing on the Doane College volleyball team. Being part of a team comes naturally to Tanya, so joining SilverStone Group was easy for her. Tanya appreciates how SilverStone Group Associates work together for the common goal – to make clients happy!

    Tanya has more than seven years of experience as a Worksite Marketing Specialist. Each day, she helps clients and their employees develop a strong understanding of their benefits, making sure their needs are taken care of. She helps with billing, claims and any other issues that may arise before, during or after enrollment.

    In her spare time, Tanya enjoys spending time with family and friends. She also continues to play competitive volleyball, both indoor and sand.

    Contact Information
    e-mail: tmulder@ssgi.com |  phone: 402.964.5607  |  fax: 402.963.4083

    kerns-tara

    Tara Kerns

    Desktop Support Analyst

    Information Technology

    kessler-tara

    Tara Kessler

    Executive Assistant

    Executive Benefits

    If you’re looking for a ray of sunshine, look no further than Tara. When she walks through the doors of SilverStone Group each morning, her enthusiastic wave greets every person she passes by. Tara has an outgoing personality and truly enjoys making people smile.

    If you’re looking for a ray of sunshine, look no further than Tara. When she walks through the doors of SilverStone Group each morning, her enthusiastic wave greets every person she passes by. Tara has an outgoing personality and truly enjoys making people smile.

    As an Executive Assistant, part of Tara’s job includes putting her strong interpersonal skills to work. Tara provides high-quality administrative support to the Executive Benefits department, runs monthly reports, coordinates travel and flight arrangements and sets up monthly meetings. Tara oversees and processes expense reports, correspondence, copying and filing. Her strong organizational skills make Tara a valuable member of her team. With eight years of experience under her belt, Tara is a reliable decision maker and loyal employee who exceeds goals and welcomes new opportunities.

    When Tara isn’t sharing her contagious smile with coworkers, she devotes much of her free time to charity work. Tara plans and hosts events for The Sunshine Kids – an organization that provides support for children battling cancer. During the summer months, you likely can find Tara soaking up the sun with friends while boating down the river.

    Contact Information
    e-mail: tkessler@ssgi.com |  phone: 402.964.5523  |  fax: 402.963.4082

    Education
    Metropolitan Community College  |  Omaha, NE

    donahoe-tiffany

    Tiffany Donahoe

    Client Advocate & Account Administrator

    Group Benefits

    huber-tim

    Tim Huber

    Vice President & Director

    In-Home Care Risk Services

    Tim demonstrates dedication throughout both his professional and personal life. As an insurance and marketing specialist, he campaigns for enhanced support and marketing...

    Tim demonstrates dedication throughout both his professional and personal life. As an insurance and marketing specialist, he campaigns for enhanced support and marketing of the In-Home Care and Franchise divisions at SilverStone Group – resulting in unbeatable service for his customers. As a family man, he commits quality time, support and encouragement to his wife and three children. Safely said, he is a champion for dependability.

    Tim has more than 23 years of insurance coverage experience, with an increased focus on property and casualty risk management. The clients he has worked with range from contractors, manufacturers and environmental firms, to lawyers, physicians and large retail companies. When he isn't at the office helping customers make the most out of their insurance coverage, Tim also enjoys going to the lake in Park Rapids, MN and a cabin near Buffalo, WY with his family. Additionally, Tim serves on the council at Mary Our Queen Parish.

    Having grown up in Norfolk and moving to Omaha when he was a junior in high school, Tim lives and breathes Midwestern values and fundamental excellence. His extensive marketing and technical expertise are just a few of the numerous advantages Tim provides his customers – his valuable experience and top-notch customer service represent the SilverStone Group standard of quality that clients have enjoyed for more than 65 years.

    Contact Information
    e-mail: thuber@ssgi.com |  phone: 402.964.5618  |  fax: 866.855.9750

    Professional Titles

    • Chartered Property Casualty Underwriters (CPCU)
    • Associate in Risk Management (ARM)

    Education
    Bachelor of Arts  |  Economics
    Creighton University  |  Omaha, NE

    kiteley-tim

    Tim Kiteley

    Chief Information Officer

    Information Technology

    Tim isn't just a computer guy. He's a highly trained manager whose immersion in computer science allows him to understand user's needs and the technological...

    Tim isn't just a computer guy. He's a highly trained manager whose immersion in Information Technology allows him to understand user's needs and the technological advances available to meet those needs.

    Tim has a comprehensive background in Information Technology that spans more than 18 years. His background encompasses infrastructure design, system administration, system design and selection, capacity planning, strategic planning and problem resolution. This experience enables Tim to understand our organization's needs and allows him to provide the service level necessary to our Associates, ensuring actions congruent with the business objectives of our organization. He knows that his field is constantly changing and he recognizes the need for everyone on his team to receive the training needed to address current trends and technology advances.

    Tim understands the "whole picture," including system design and selection, system capacity planning, implementation, strategic outsourcing, documentation, regulations and security guidelines and effective employee communications. His everyday goal is to provide a stable, secure computing environment for Associates, enabling them to provide the services necessary for positive client interaction.

    Tim's ability to manage the information and technology needs of our Associates brings about a coordinated fulfillment of information technology services. It also gives him a great deal of satisfaction to address daily challenges and provide accurate, detailed and viable solutions.

    If you ask Tim why he likes his job at SilverStone Group, he'll tell you that he enjoys working with his team and with the Firm's Associates. But he also values our Firm's commitment to giving back to the community, providing both financial assistance and opportunities for Associates to give their time and talent to helping others. In this same spirit of community service, Tim helps coach the girls' trap shooting team at Marian High School. He's proud that this team has taken the State championship three times.

    Contact Information
    e-mail: tkiteley@ssgi.com |  phone: 402.964.5540  |  fax: 402.963.4080

    Professional Certifications

    • Certified Netware Engineer

    Education
    Master of Business Administration
    University of Nebraska-Omaha  |  Omaha, NE

    Bachelor of Science  |  Medical Microbiology
    Colorado State University  |  Fort Collins, CO

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    Tim Richards

    Manager

    Worksite Marketing / Elective Employee Benefits & Group Benefits

    Ask Tim what he loves most about his job and he will tell you that it is the interaction with people. He is a people person. He really enjoys working and interacting...

     Ask Tim Richards what he loves most about his job and he will tell you that it is his interaction with other people. He enjoys working with both clients and fellow team members on a day-to-day basis. With more than 20 years of worksite marketing experience, specializing in Worksite Marketing and Elective Employee Benefits, Tim is skilled at recommending alternative benefits to clients, based on the close working relationships he has forged with each carrier. Tim’s experience allows clients and their employees to develop a strong understanding of their benefits, while enhancing the Firm's credibility in the marketplace.

    Tim and his team strive to do what is best for their clients and work hard to achieve a high level of customer satisfaction. They use a hands-on method, promoting a consultative sales approach with their clients to make sure they receive the best product and enrollment strategy for their employees.

    Tim is actively involved with the Worksite Benefits Association and Nebraska Junior Achievement. Tim currently sits on the Board for Omaha Junior Achievement. In the past, Tim served as President of the Voluntary Employee Benefits Board.

    When not at work, Tim enjoys working out and playing golf. He is also involved in many church and school activities with his wife and daughter.

    Contact Information
    e-mail: trichards@ssgi.com |  phone: 402.964.5591  |  fax: 402.963.4086

    Professional Certifications

    • Registered Health Underwriter (RHU)

    Education
    Bachelor of Science  |  Criminal Justice
    University of Nebraska-Omaha  |  Omaha, NE

    Bachelor of Arts  |  Business Administration
    Bellevue University  |  Bellevue, NE

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    Todd Flickema

    Director

    Healthcare Risk Services

    Todd is a well-rounded man. From working with clients across the country to having background knowledge in various organizational industries, he's well-equipped to...

    Todd has a diverse knowledge with unique experiences.  From working with clients across the country to having background knowledge in various organizational industries, he’s well-equipped to handle any client’s healthcare need…and happy to do it!

    Todd is the Director of Healthcare and In-Home Care Risk Services for SilverStone Group, providing consulting services to regional and national firms. Todd works with clients to address not only their risk management needs, but also many strategic and operational concerns by utilizing his background and SilverStone Group’s expertise in Human Capital, Benefits Management and Compliance. Todd has more than 24 years of professional experience, with 14 years in banking and over 10 years working in the healthcare industry. With a healthcare background, Todd is well suited to help prioritize clients’ needs, making the best use of their time and resources.

    Prior to joining SilverStone Group, Todd was a senior leader of a company that consulted, developed and managed ambulatory surgical centers and specialty hospitals across the United States. He worked with the owners of these facilities in making key decisions in project conception, construction, day-to-day operations and strategic management. These experiences, along with having a wife who is a doctor, provide Todd with a broad range of expertise and unique perspective that he brings to SilverStone Group clients who provide care for patients.

    Todd enjoys working at SilverStone Group for the same reasons he was a client of theirs before joining the firm. He believes it is extraordinary of SilverStone Group to invest in people with industry and background experiences outside of insurance who can be a guide for our clients. Todd knows our Associates are truly risk managers and not insurance sales people. He knows first-hand what a huge benefit it is to the clients to have a true sense of what is affecting clients now, and may into the future so we are able to help plan and manage risk for our clients and not simply purchase insurance. With SilverStone Group’s specialized internal talent, they are able to become an outsourced advisor that can address a myriad clients’ needs, in a very cost effective way that truly adds value. Todd loves bringing the resources and experience to a client in order to become the trusted advisor he strives to be.

    Todd has actively given back to his community for many years. He provides service by volunteering time with United Way, Kids Against Hunger and The Banquet. In addition, Todd and his family, consisting of four children, enjoy “away time” traveling and scuba diving.

    Contact Information
    e-mail: tflickema@ssgi.com |  phone: 866.897.2459  |  fax: 605.332.2105

    Professional Titles

    • Accredited Advisor in Insurance (AAI)

    Education
    Master of Science  |  Business Administration
    University of South Dakota  |  Vermillion, SD

    Bachelor of Science  |  Business Administration
    Northern State University  |  Aberdeen, SD

    rogge-todd

    Todd Rogge

    Principal, Chief Financial Officer, Assistant Treasurer & Shareholder

    Accounting

    Todd has more than 20 years of experience in the accounting profession. He became a Certified Public Accountant (CPA) in 1996.

    Todd has more than 20 years of experience in the accounting profession. He became a Certified Public Accountant (CPA) in 1996. While his mathematics skills might have initially drawn him into the finance arena, Todd has continued on this career path because he truly cares about the Associates at SilverStone Group. His thoughtfulness and attention to detail have pushed him to remain on the forefront of industry advancements. Todd prides himself on leading, not following, the pack.

    Todd’s dedication extends to numerous areas of the company. He manages all of the accounting functions for SilverStone Group’s multi-state locations, including banking relationships and treasury operations. He is a Director for the SilverStone Group and the Firm’s Cayman Islands Captive and serves as financial liaison to our SilverStone Group Holdings Board of Directors and shareholders. Todd functions as a catalyst for the Firm’s budgeting and future financial planning. He also works with outside accountants and legal professionals to handle all federal and state tax planning.

    Contact Information
    e-mail: trogge@ssgi.com |  phone: 402.964.5533  |  fax: 402.964.5777

    Education
    Bachelor of Science  |  Business Administration
    University of Nebraska-Omaha  |  Omaha, NE

    kristensen-tom

    Tom Kristensen

    Vice President

    Private Client Services

    Tom Kristensen has always been good with numbers. His mathematic skills come in handy when it comes to keeping track of his grandchildren – all 17 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 – all 19 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

    Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC .  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.

    VonRiesen-Tom

    Tom Von Riesen

    Principal

    Executive Benefits

    Tom has a wealth of knowledge at his fingertips, with over 30 years of experience in human resource consulting, non-qualified benefit design and tax consulting.

    Tom Von Riesen has a wealth of knowledge at his fingertips, with over 30 years of experience in human resource consulting, nonqualified benefit design and tax consulting. Before joining SilverStone Group in 1991, Tom worked with PricewaterhouseCoopers in both individual and corporate taxation, and he also served as an attorney for Farm Credit Banks. He and his team offer a depth of service that is unmatched by other firms -- their creativity and technical capabilities enable them to design, implement and administer innovative plans for the benefit needs of their clients' key executives.

    Tom has authored numerous articles on nonqualified plans. In addition, he has shared his expertise in that area by speaking at continuing education sessions with M Financial Group, the University of Nebraska College of Law and School of Accounting, Nebraska State Bar Association, American Institute of Certified Public Accountants, Nebraska Continuing Legal Education, Inc. and Financial Executives Institute.

    Tom is the past Chairman of the Nebraska Society of Certified Public Accountants and is currently on the Board of Directors of their Political Education Committee. He is also on the Executive Committee for the Association for Advanced Life Underwriting (AALU) and has served on the Member Firm Relations Committee for the M Financial Group. Additional affiliations include the Nebraska and Omaha Bar Associations and the American Institute of Certified Public Accountants, where he served on the Employee Benefits Technical Resource Panel. Tom is a family man who enjoys spending his free time with his wife and children.

    Contact Information
    e-mail: tvonriesen@ssgi.com |  phone: 402.964.5441  |  fax: 402.963.4084

    Professional Designations

    • Chartered Financial Consultant (ChFC)
    • Chartered Life Underwriter (CLU)
    • Certified Public Accountant (CPA)

    Education
    Juris Doctorate
    University of Nebraska-Lincoln  |  Lincoln, NE

    Bachelor of Arts  |  Political Science & Economics
    Hastings College  |  Hastings, NE

    Securities Offered Through  M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA/SIPC. 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.

    sorrentino-tony

    Tony Sorrentino

    Principal

    Regulatory Compliance & General Counsel

    Tony is always on the run. Really. He's over halfway to his goal of completing 100 marathon runs. The same kind of discipline it takes to train for long-distance runs...

    Tony is always on the run. Really. He’s over halfway to his goal of completing 100 marathons. The same kind of discipline it takes to train for long-distance runs also serves Tony well in the business world. Tony has over 25 years of experience with Group Health and Welfare Plan compliance under IRS, DOL and HHS regulations. He frequently lectures on Healthcare Reform Legislation, Section 125 plan compliance, Wellness initiatives, Consumer Driven Health Plans, HIPAA Privacy and Security, COBRA interpretation, ERISA fiduciary responsibilities and, most recently, the healthcare reform Patient Protection and Affordable Care Act (PPACA).

    He provides regulatory compliance in all areas of employee benefits and investment consultation services offered by the Firm, with particular emphasis on Group Health Plan Federal Mandates. Tony sets the standard for his team by being willing to go the distance to satisfy their clients’ individual benefits needs. His team has the training and discipline necessary to create proactive, cutting-edge solutions based on experience, research and current industry trends. No matter what the challenge, the goal remains the same — provide the best, most reliable products available, combined with outstanding customer service. No matter how large or small the client, Tony’s group benefits team provides a level of expertise for a price that is the same or less than the client has paid in the past. That kind of service is not widely available in the industry marketplace and sets SilverStone Group apart from its competitors.

    Tony is a member of several professional associations including the Nebraska State Bar Association and Nebraska State Society of CPAs and serves as a member of the Adjunct Faculty of the Creighton University School of Law. How does he manage to do all this and train for marathons? Through discipline and a desire to see things through. 59 down, Tony, and only 41 to go!

    Contact Information
    e-mail: tsorrentino@ssgi.com |  phone: 402.964.5470  |  fax: 402.963.4083

    Professional Certifications

    • Attorney
    • Chartered Financial Consultant (ChFC)
    • Chartered Life Underwriter (CLU)
    • Certified Public Accountant (CPA)
    • Certified Flexible Compensation Instructor (CFCI)

    Education
    Juris Doctorate
    Creighton University School of Law |  Omaha, NE

    Bachelor of Science  |  Business Administration
    Creighton University |  Omaha, NE

    adams-tracy

    Tracy Adams

    Account Administrator

    Group Benefits

    Although she’s a native of Chicago, Tracy has called Omaha home for the last 17 years. Having previously worked for Lincoln Financial and PayFlex, Tracy always hoped to someday work for SilverStone Group. In the carrier/benefits world, she explains that SilverStone Group i

    Although she’s a native of Chicago, Tracy has called Omaha home for the last 17 years. Having previously worked for Lincoln Financial and PayFlex, Tracy always hoped to someday work for SilverStone Group. In the carrier/benefits world, she explains that SilverStone Group is viewed as “the cream of the crop.”

    With nearly a decade of experience in group benefits, Tracy is familiar with COBRA, retiree billing and FSA products. Specifically, Tracy has experience with Best and Finalist presentations, solving billing issues and eligibility discrepancies. Tracy will use this knowledge to advise her clients on renewals and enrollments, as well as provide customer support and answer client questions.  She will also work hand in hand with other members of the Small Group Team.

    Tracy loves to travel, which comes as no surprise with her husband being employed by United Airlines. She’s been all around the world, visiting China, Mexico, the United Kingdom and across the United States. When Tracy isn’t jet-setting, she enjoys spending her free time with her husband, her two daughters and their dogs.

    Contact Information
    e-mail: tadams@ssgi.com | Phone: 402.964.5572 | Fax: 402.963.4090

    devross-tracy

    Tracy DeVorss

    Staff Accountant

    Accounting

V

    wulf-vicki

    Vicki Wulf

    Client Advocate, Consultant

    Group Benefits

W

    krewson-wendy

    Wendy Krewson

    Accounting Processor

    Accounting

    Whether she’s swimming, boating, riding horses, fishing or hiking, Wendy enjoys exploring the outdoors. When she is has to be inside, Wendy can be found crunching numbers in our Accounting division. With her photographic memory, strong organizational skills and positive cli

    Whether she’s swimming, boating, riding horses, fishing or hiking, Wendy enjoys exploring the outdoors.  When she is has to be inside, Wendy can be found crunching numbers in our Accounting division. With her photographic memory, strong organizational skills and positive client relationships, Wendy is prepared for every task that comes her way!

    Wendy’s daily work includes processing company charges, employee expense reimbursements and distributing mail. Wendy claims that “SilverStone Group has a different culture,” and appreciates the various programs that the company offers. Within the Accounting division, Wendy enjoys working on an array of tasks, including cross-training to learn new skills.

    In addition to her busy work schedule, Wendy is a dedicated mother to Nathaniel, Brandon and Tatiana. Before she had children, she had the privilege of traveling to Germany and the Swiss Alps where she toured the Neuschwanstein Castle. Wendy hopes to return to Germany someday soon with her children.

    Contact Information
    e-mail: wkrewson@ssgi.com |  phone: 402.964.5493  |  fax: 866.964.5555