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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 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.

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 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 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.

Jessica’s 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.

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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