silverstone_group_meet_the_team

Meet the Team

 
VonRiesen-Tom

Tom Von Riesen

Principal

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.

ashley-nancy

Nancy Ashley

Vice President & Senior Consultant

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

zach-donna

Donna Zach

Senior Design Analyst

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.

keator-gordon

Gordon Keator

Vice President

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

novak-kevin

Kevin Novak

Client Advocate & 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.

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

hansen-lindsay

Lindsay Hansen

Plan Administrator Specialist

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

kessler-tara

Tara Kessler

Executive Assistant

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