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Jeff Sharp

Principal

Qualified Plan Investments & Private Client Services

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 that during college, Jeff spent a couple of summers working on oil rigs in Wyoming.  That’s hard work. And that experience opened Jeff’s eyes to how valuable asset protection can be for everyone.

Jeff has more than 27 years of experience providing families with comprehensive wealth management and retirement planning solutions. He works with individuals to position their assets to help accomplish unique 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 customized to meet his client’s needs.

In 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). Jeff was also named as one of Medical Economics’ 150 Best Financial Advisors for Doctors in both 2008 and 2009. He received the Carl G. Mammel Award in 2008, in recognition of outstanding marketing achievement. In 2004, Jeff was named Advisor of the Year by the Omaha Chapter of the National Association of Insurance and Financial Advisors (NAIFA).

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). He currently serves on the AALU Business Insurance and Estate Planning Advisory Committee. Jeff is also a member of the advisory board for M Wealth, a division of M Financial.

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

Jeff is active in the community. He currently serves on the Board of Directors of the Westside Community Schools Foundation, having just stepped down as President for 5 years. His past involvement includes the Board of Directors of the Women’s Center for Advancement and serving as President of the Boards of Countryside Community Church Foundation and 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.

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

Professional Certifications

  • Certified Financial Planner (CFP®)
  • 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.

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