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. 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 a director on their foundation Board. 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 Certifications

• 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

^{Registered Representative offering Securities and Investment Advisory Services through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.}

Although Jamie was born and raised in the Pacific Northwest, the Midwest has been home to him and his family for the past 14 years. He enjoys the common values and work ethic of Midwesterners. Whether working with financial institutions in the Midwest or other parts of the country, he believes that this common sense approach to meeting today’s challenging environment is what financial institutions are looking for to satisfy their long-term needs.

Jamie has worked in the financial services industry since the early 1980s. His career began in the brokerage business, but for the past 20+ years he has worked with community, regional and money center banks across the country, delivering retail and institutional insurance solutions for banks and their customers.

In 2002, Jamie co-founded a firm specializing in Bank Owned Life Insurance (BOLI), which provides a unique opportunity for banks to increase earnings and help offset the cost of providing benefits to employees. Although several thousand banks own BOLI, a significant focus in the past ten years has been on banks with over $500 million in assets. Jamie sees community banks as having been underserved during this period and is excited to deliver solutions to meet several of the ongoing challenges facing community and regional banks.

During the course of his career, Jamie has led or been involved with the development of insurance products and services that have resulted in several billion dollars of premium in the areas of life insurance and annuities. Utilizing comprehensive and integrated approaches, Jamie has enjoyed working with the senior management of banks and other financial institutions, indentifying and implementing solutions to meet their changing needs.

As head of the Financial Institution practice, Jamie acknowledges the many obstacles and opportunities which face today’s community and regional bank marketplace. He believes the wide range of full service risk and resource management deliverables that SilverStone Group brings to the banking market positions us to meet their evolving needs.

Jamie currently serves as Vice President and Board Member of Worldwide Seminarian Support, a Catholic laity organization.

Married with five children, Jamie is actively involved with his family’s many activities. He particularly enjoys their family vacations to Northern Minnesota where he can chase his boys around the lake and play an occasional round of golf.

Contact Information
e-mail: jcorbin@ssgi.com |  phone: 515.285.5882  |  fax: 515.285.5884

^{Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.}

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

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 with all that surround her. Donna has over 16 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 14 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 Information
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-Lincoln |  Lincoln, NE

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 22 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. He also serves as a board member and director of Christian Education at Flatland Church.

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

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 College |  Sioux City, IA