Meet the Team

Business Continuity Planning

 

Business Continuity Planning

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