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Private Client Services  »  Retirement Consulting  »  Meet the Team

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.

Mark Weber

Mark Weber

Principal

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.

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 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. He currently serves on the Advisory Board of the American College Center for Ethics
in Financial Services and M Financial’s Standard of Care Task Force.

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 Designations

  • Accredited Estate Planner® (AEP®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Certified in Long Term Care (CLTC)
  • Chartered Advisor in Philanthropy® (CAP®)

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

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.

Joe Hefflinger

Joe Hefflinger

Senior Advisor

Dedication makes Joe stand out from the rest. From fatherhood to career, he is 100% committed to doing his best in every facet of his life…

Dedication makes Joe stand out from the rest. From fatherhood to career, he is 100% committed to doing his best in every facet of his life.

Joe counsels owners of businesses of all sizes and advises on strategies relating to business continuity and wealth transfer. In particular, Joe provides guidance to business owners on the use of insurance to fund various obligations including: future estate tax exposure; the purchase of ownership interests pursuant to a buy/sell agreement; repayment of debt; recruitment and retention of key executives; overhead coverage and lost profits (i.e., key-person coverage). He also provides personal life, disability and long-term care insurance guidance to business owners, executives and professionals.  Joe is a qualifying member of the Million Dollar Round Table, a feat accomplished by less than 1% of life insurance and financial services professionals world-wide.*

Joe is a member of Pinnacle Equity Solutions, a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual transition of their privately-held businesses. He helps business owners set goals, evaluate their transfer options, measure their current financial position both personally and within their business and put a plan in place to help them achieve their goals. He offers these business transition planning services through our affiliate company, SilverStone Asset Management.

Prior to joining SilverStone Group, Joe served six years as an attorney with the law firm of Koley Jessen P.C. in Omaha, Nebraska where he practiced law in the areas of Corporate, Mergers & Acquisitions, Tax, and Business Succession Planning. While an attorney, Joe advised clients on a wide range of business matters including the structuring of buy/sell agreements and related business transition issues. Joe also authored articles that were published in the Nebraska Law Review, as well as the Nebraska Lawyer Magazine. Joe also worked as a financial analyst for the McCarthy Group in Omaha prior to attending law school.

Joe is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the Nebraska State Bar Association and the Omaha Bar Association. Joe is also very involved in the Omaha community, currently serving on the Board of Directors of Partnership 4 Kids and he is also an active member of the Omaha Venture Group as well as the Omaha Creighton Prep Young Alumni Board of Trustees and the Ak-Sar-Ben Floor Committee.  Away from the office, Joe enjoys golfing, cheering on Husker football and Creighton basketball, and spending time with his wife Kim and their two young daughters.

*Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org.

Contact Information
e-mail: jhefflinger@ssgi.com |  phone: 402.964.5541  |  fax: 402.963.4084

Education
Juris Doctorate
Magna Cum Laude
Creighton University
|  Omaha, NE

Bachelor of Science  |  Economics
Magna Cum Laude
Santa Clara University |  Santa Clara, CA

Professional Designations

  • Certified Financial Planner (CFP®)

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.

Shirley Keen

Shirley Keen

Vice President

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…

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 more than 25 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 20 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 Designations

  • Fellow Life Management Institute Designations (FLMI)

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

 

Lizanne Stene

Lizanne Stene

Vice President

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…

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 Designations

  • 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

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated.

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