Meet the Team

Executive Benefits

 

Executive Benefits

Tom Von Riesen

Principal

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.

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 a past Chairman of the Nebraska Society of Certified Public Accountants and is currently on the Board of Directors of their Political Education Committee. He has also served on the Member Firm Relations Committee for the M Financial Group and he is a past President of the Association for Advanced Life Underwriting (AALU).

Additional affiliations include the Nebraska and Omaha Bar Associations and the American Institute of Certified Public Accountants, where he has 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. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. 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. 0331-2017

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

Kevin Novak

Client Advocate & Sr. 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 Senior 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 Senior 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 five 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

Lindsay Uleman

Plan Administrator Specialist

Lindsay has been a dedicated member of SilverStone Group’s Executive Benefits Team for more than seven years. In her day-to-day work life, Lindsay coordinates annual enrollments, drafts plan documents, manages plan and insurance...

Lindsay has been a dedicated member of SilverStone Group’s Executive Benefits Team for more than seven years. In her day-to-day work life, Lindsay coordinates annual enrollments, drafts plan documents, manages plan and insurance administration, tracks changes in tax legislation and facilitates individual life and disability claims.

Lindsay’s sharp attention to detail and strong organizational skills benefit both her clients and co-workers alike. She understands the importance of completing tasks efficiently and is committed to providing unmatched service in a timely and professional manner.

Lindsay enjoys her evolving role at SilverStone Group. She is constantly learning new concepts and ways to improve her work habits to better support her clients. As a team-focused player, Lindsay appreciates that everyone she works with is always willing to help out a fellow Associate, making it a true team effort. This sense of camaraderie has driven her to become an active member of SilverStone Group’s Wellness Activities Group (WAG), which gives her the opportunity to help promote health and wellness among her peers.

When not at work, Lindsay enjoys traveling, playing volleyball and cheering on the Huskers.

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

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

julia-vonriesen-photo

Julia Von Riesen

Client Advocate, Design Analyst

Julia knows a thing or two about mathematics, and she also has a keen eye for detail. These skills make her a great fit for her position as Design Analyst in the Executive Benefits division.

Julia knows a thing or two about mathematics, and she also has a keen eye for detail. These skills make her a great fit for her position as Design Analyst in the Executive Benefits division. Julia evaluates benefit plans to help clients work towards their specified required goals. Her inquisitive mindset allows her to assess how SilverStone Group can assist in supporting clients’ needs.

Julia loves to spend time with her family. No matter where her relatives are or what they are doing, you can bet they are enjoying each another’s company. In Julia’s case, a family that skis together, stays together! Her family likes to spend time water skiing in the summer and hitting the Colorado slopes during winter.

Contact Information
e-mail: jvonriesen@ssgi.com | phone: 402.964.5734 |  fax: 402.963.4082

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

 

tara-kessler-photo

Tara Kessler

Executive Assistant

If you’re looking for a ray of sunshine, look no further. When Tara 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. When Tara 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