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Meet the Team

Jeff Sharp

Jeff Sharp

Principal

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.

2 The 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.

3 SilverStone 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.

Pat Fay

Pat Fay

Senior Advisor

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.

Carol Gonzalez

Carol Gonzalez

Vice President & Consultant

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

Jessica Conlin

Jessica Conlin

Client Advocate & Account Administrator

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

 

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