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 25 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 continues to serves on the Board of Directors of the Westside Community Schools Foundation, having just stepped down as President for five years.  He also serves on the Women’s Center for Advancement.  His past involvement includes serving as President of the Boards of Countryside Community Church Foundation and Fontenelle Nature Association and as Chair of the Ak-Sar-Ben Floor Committee. Jeff and his wife, Becky, served as past Co-Chairs of the United Way/CHAD campaign and the 2008 Henry Doorly Zoo Membership campaign.

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)
• Investment Advisor Representative

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

^{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.}

Mark exemplifies our Firm’s commitment to experience. With 30 years in the industry, he is recognized as a financial consultant to business owners and executives. He has assisted some of the country’s wealthiest individuals, including CEOs of Fortune 500 companies, with personal financial and estate planning and is widely recognized for his work in both business transition planning and philanthropic estate planning. Mark enjoys the challenge of helping clients solve financial problems. Like his coworkers, he is committed to excellence and is gratified to see his clients achieve their goals.

Mark has spoken on various financial and estate planning topics to audiences including the Nebraska Bar Association, the Nebraska Society of CPAs, the Iowa Bar Association, the University of Nebraska College of Law and School of Accounting, the Society of Financial Services Professionals and the Omaha Estate Planning Council. He has also authored numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning.

He is a member of numerous professional associations, including the Society of Financial Service Professionals, the Advanced Association of Life Underwriters, the National Advisors Conference, the National Association of Insurance and Financial Service Professionals, the Great Plains Federal Tax Institute, the Nebraska Bar Association, the Omaha Bar Association and the Omaha Estate Planning Council. In several of these organizations, he has held leadership positions at both the local and national levels.

Mark is active in the community and enjoys charitable work, a commitment that he shares with his clients. He knows first-hand how satisfying it can be to contribute to causes that are near to his heart, and he derives great pleasure from helping clients find that same satisfaction in their own lives.

Contact Information
e-mail: mweber@ssgi.com |  phone: 402.964.5442  |  fax: 402.963.4084

Professional Certifications

• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified in Long Term Care (CLTC)

Education
Juris Doctorate
Creighton University |  Omaha, NE

Master of Science  |  Financial Services
The American College |  Bryn Mawr, PA

Bachelor of Arts  |  Psychology
Creighton University |  Omaha, 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.}

Shirley loves to make beautiful quilts. The process of piecing together small, unrelated swatches of fabric to make an integrated, finished product is a lot like her job at SilverStone Group.

With more than 25 years of experience in all aspects of life insurance, and 20 years of management experience, Shirley is involved in the design, implementation and administration of sophisticated life insurance and disability plans for the Firm’s business and private clients. She possesses expertise in all areas of business and wealth transfer strategies.

The Private Client Services Team at SilverStone Group are individuals who are well-known and respected in the community for their expertise and professionalism. Together they partner with their clients to provide innovative solutions through industry-leading services and products.

Shirley has worked with some of her clients for over 20 years. In that time, she has helped build a foundation of confidence and trust, not only in the products we offer, but in the people who make up the Private Client Services Team at SilverStone Group.

With more than 15 years of experience in the administration of securities products including variable life, variable annuities and mutual funds, Shirley truly understands the unique needs of each client. Some are business clients planning for their key executives. Some are individuals planning for their retirement or their children’s education. Whether the need is immediate or involves planning for the future, Shirley knows that although each engagement is unique, the one thing each client has in common is the desire for outstanding service. Clients count on Shirley to keep them informed and involved every step of the way. For Shirley, service is a lot like the centerpiece of a quilt — it’s the piece around which the entire quilt is built and it sets
the theme for the finished product.

Contact Information
e-mail: skeen@ssgi.com |  phone: 402.964.5434  |  fax: 402.963.4084

Professional Certifications

• Fellow Life Management Institute Designations (FLMI)
• NASD Series 6 & 63 — Securities Licensed Life Insurance Licensed

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

Lizanne really loves her job. She enjoys the challenge of analyzing a client’s financial and estate plans and implementing plans of action that can empower that client to achieve his or her personal goals. With the perspective of 25 years of experience in life insurance, wealth transfer and business continuity, Lizanne is a valuable addition to a client’s financial planning advisory team. Her specialties include financial and estate planning, as well as advanced life insurance planning techniques.

Lizanne is a liaison of our Broker-Dealer on all securities-related business. She administers many of our more complicated wealth transfer and business continuity plans and provides case design technical support for account executives and clients. Lizanne works closely with M Financial, an exclusive network of the nation’s premier financial services distribution companies, and enjoys the networking capabilities SilverStone Group enjoys with some of the “best of the best” in our industry.

Lizanne is a member of several professional and civic associations, including the Omaha Chapter of the Society of Financial Service Professionals (for which she served as President) and Lions Club International. When Lizanne is not working with clients, she enjoys lake life near Fremont, Nebraska, and the company of her two “babies,” Nikki (a miniature American Eskimo) and Sophia (a Shih Tzu). They go almost everywhere with Lizanne, but haven’t convinced her yet that accompanying her to work would be a good thing!

Contact Information
e-mail: lstene@ssgi.com |  phone: 402.964.5436  |  fax: 402.963.4084

Professional Certifications

• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)

Education
Master of Science  |  Financial Services
The American College |  Bryn Mawr, PA

Bachelor of Science  |  Finance
Arizona State University |  Tempe, AZ
Graduated Magna Cum Laude

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