Meet the Team

Family Wealth Management

 

Family Wealth Management

Jeff Sharp

Principal

Jeff has more than 30 years of experience providing comprehensive wealth management, retirement, and wealth transfer solutions for individuals and their families. He helps individuals position their assets...

Jeff has more than 30 years of experience providing comprehensive wealth management, retirement, and wealth transfer solutions for individuals and their families. He helps individuals position their assets in an effort to accomplish wealth accumulation, conservation and distribution goals. Jeff also works with companies to offer qualified and non-qualified retirement plan solutions for employees, including an investment process that helps employers manage fiduciary liabilities. He leads the team within SilverStone that was recognized as one of the 2015 Top 100 Retirement Plan Advisers in America by PLANSPONSOR1 for the second consecutive year.

In 2013, 2012, 2011 and 2010, Jeff was identified as a Top Wealth Manager in Nebraska by receiving the Premium Advisor Award2 which is awarded by the National Association of Board-Certified Practices (NABCAP). He received the Carl G. Mammel Award3 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).4

Jeff is a member of the Nebraska Bar Association, Omaha
Bar Association, 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).4

Jeff is active in the community including five years of service as the President of the Board of Directors for the Westside Schools Foundation. In 2017, Jeff and his wife, Becky, served as Chairs of United Way of the Midlands de Tocqueville Society. Jeff is currently a member of the Board of Directors of Abide. 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, were Chairs of the United Way Tocqueville Society in 2016-2017. They also served as past Co-Chairs of the United Way/CHAD campaign and as chairs of the 2008 Omaha Henry Doorly Zoo Membership Campaign. In 2008, Jeff was awarded the “Lighthouse Leader” Award5 by the Westside Community Schools.

Contact Information
e-mail: jsharp@ssgi.com |  phone: 402.964.5440  |  fax: 402.963.4084

Professional Designations

  • 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

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.

2The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP). The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry. The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.

3The 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.

4SilverStone 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.

5Earned from civic duties while a member of the Westside Schools Foundation.

 

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 BrokerCheckInvestment 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. 0102-2018

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, the Omaha Estate Planning Council and the Big Ten Conference of Development and Planned Giving Professionals. He has also authored numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning. Most recently, Mark published the book, The Legacy Spectrum.

He is a member of numerous professional associations, including the Society of Financial Service Professionals, the Advanced Association of Life Underwriters, the National Association of Insurance and Financial Advisors, 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 started Omaha’s Chartered Advisor in Philanthropy study group program in conjunction with the Omaha Community Foundation. Together, they have trained nearly 100 professionals from Omaha’s leading firms and philanthropic organizations. The result is a better community for all of us to live in.

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)
  • 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 .  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. 0067-2018

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 35 years of experience in all aspects of life insurance, and 25 years of management experience, Shirley is involved in the technical design, implementation and administration of sophisticated life insurance and disability plans for the Firm's business and private clients. She possesses expertise in multiple 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 currently oversees the operation of the Private Client Services Life department.

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 25 years of experience in the administration of securities products including variable life insurance, 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. Check the background of this Firm and/or investment professional on FINRA's BrokerCheckSilverStone Group is independently owned and operated. 0065-2018

 

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 30 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 manages important client relationships, 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), Toastmasters International (club board member) and Lions Club International. When Lizanne is not working with clients, she and her husband John enjoy lake life near Fremont, Nebraska , where they take boat and UTV rides with their two  "fur babies," Sophia (Shih Tzu) and Bentley (English Springer Spaniel). They have two cats as well, but they don't like riding in the boat much, although Liz has tried.

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. Check the background of this Firm and/or investment professional on FINRA's BrokerCheckSilverStone Group is independently owned and operated. 0066-2018

Zach Horner

Director of Investment Operations | SilverStone Asset Management

Zach enjoys working at SilverStone Group because he believes its leaders act in the best interests of their clients as well as their employees. As an Investment Specialist, Zach assists the portfolio managers with creating, reviewing and...

Zach enjoys working at SilverStone Group because he believes its leaders act in the best interests of their clients as well as their employees. As Director of Investment Operations, Zach assists the portfolio managers with creating, reviewing and executing trades in order to help clients quantify their financial goals. He also aides in the preparation of periodic client reviews, processes paperwork for new accounts, contributions/distributions and transfers, and performs administrative client account changes and updates. His actions mirror those of the company by putting clients’ interests first to help them succeed.

Zach has worked in the financial services industry for eight years. He has obtained the Series 7 and Series 63 licenses. Zach’s prior experience has equipped him with the knowledge and efficiency to excel in his role at SilverStone Group. Every day is different and he enjoys the excitement of not knowing what to expect.
When away from the office, Zach enjoys spending time with his wife, Stephanie. Together they enjoy traveling, golfing and attending Creighton basketball games.

Contact Information
e-mail: zhorner@ssgi.com  |  phone: 402.964.5416  |  fax: 402.963.4084

Education
Bachelor of Business Administration  |  Finance
University of Nebraska at Omaha  |  Omaha, NE

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. SilverStone Group is independently owned and operated. 0217-2018