Tag Archives: profile

Pacific Life

April 13, 2017 by
Photography by Bill Sitzmann

The site of Omaha’s old Knights of Aksarben complex—acres of once-busy thoroughbred horse racing and concert space turned albatross—has blossomed anew as the live-work-play destination spot known as Aksarben Village.

The booming mixed-use development is home to popular eateries, a movie theater, health club, and two colleges. This is part of why Pacific Life Insurance Company moved its regional business operations office from downtown to a new five-story building there in late 2015. The company’s Omaha office has grown from 250 to 450 workers since the blue-gray motif structure’s 2014 groundbreaking.

The gleaming, glass-fronted Holland Basham Architects design offers many creature comforts and inhabits prime real estate at 6750 Mercy Road.

The new digs provide a branded presence after a low-key profile at downtown’s Landmark Center.

Angela Greisen, Pacific Life assistant vice president for human resources, says, “We couldn’t have our name on the previous building in any big, visible way. We’d been in Omaha 12-plus years and people still didn’t know we were here.” That’s changed, she says, as events “bring thousands of people to the village and our new building with our big branding and signage is right there in the middle of everything.”

“That’s been huge for us. It’s also given us higher applicant flow because people now know we’re here and here to stay and we’re growing.”

Where many employees had to use off-site parking downtown, they now have an 850-stall covered garage. A heated, enclosed skybridge connects the building to the garage.

Greisen was part of a project team drawn from each Pacific Life business unit that polled employees about their likes and dislikes.

“The three most important things employees said they wanted were parking, amenities, and a nearby location with easy access,” she says.

Aksarben was the clear site choice. Pacific Life partnered with Magnum Development on the $33 million new build. The company occupies the second through fifth floors. Eateries and shops fill the ground floor.

“Staff response has been great,” Greisen says. “They love the parking, the amenities, the bright, airy feel of the building with the wide-open layout, natural lighting, and clean, modern finishes. Though we added only about 10,000 square feet, it’s organized much more efficiently.”

Each floor plan incorporates cutting-edge work spaces to enhance communication, team-building, workflow, and group projects via huddle spaces, conference rooms, and commons areas. She says, “Staff can seamlessly interface in real time with colleagues at other locations through videoconferencing, teleconferencing, and webinar technology.”

There’s a Wall Street trading-room floor look to the third floor internal wholesaling area. Flat-screen panels stream motivational performance messages and live market conditions to the sales desk floor.

In multiple areas, adjustable, stand-up work stations are available. Employees can indulge their freshly brewed beverage cravings at several Keurig stations.

The in-house Park View Cafe is a grab-your-own, pay-with-your-phone Company Kitchen model. The spacious room converts into a meeting-reception space with audio-video connectivity. A covered balcony offers a panoramic overlook of Stinson Park.

Though not green certified, the structure integrates many conservation features, including energy efficient windows, LED lighting, HVAC that is programmed to shut off when areas are unoccupied, low water usage restroom fixtures, and motion-sensor lighting.

Greisen says employees appreciate Aksarben Village’s warm welcome and plethora of things to do. Proximity is a big plus, too, as Pacific Life is an employer partner of the University of Nebraska at Omaha, whose south campus is in the village. As an employer partner, company representatives promote their job opportunites and participate in career fairs; staffers also speak to classes and conduct mock interviews when asked. Greisen hopes this partnership will grow.

“We expect an increase because we have a partnership with UNO, and now we are literally on the edge of their campus,” she says. “It’s very convenient. Increased visibility.  It gives us even more opportunities to partner with the university.”

This visibility, along with the popular amenities, could mean an increase in sought-after employees at Pacific Life in the near future.  And that can help secure Pacific Life’s future.

Visit  aksarbenvillage.com for more information.

This article was printed in the Spring 2017 edition of B2B.

Labor of Love

January 19, 2015 by and
Photography by Bill Sitzmann

In his first venture, The Grey Plume, chef/owner Clayton Chapman succeeds in proving an old-fashioned belief true: Food made with love truly tastes better.

Chapman now extends that truth across Farnam Street in Midtown Crossing, from what may be the nation’s most sustainable restaurant to Provisions by The Grey Plume, a retail store, artisan grocer, and private dining space opened last fall.

Those familiar with The Grey Plume’s magnificent house-made butter, preserves, and coffee, will swoon upon entering the lovely new space. Jars of jam, marmalade, mustard, apple butter, sauerkraut, and pickled beets with stylish labels denoting batch and jar numbers neatly line tall shelves, neighboring with coffee, bitters, chocolate, butter, baguette, and other inviting, house-made vittles.

“The [Grey Plume] menu is very seasonally driven and influenced by local farm supply,” says Chapman, “so to continue serving local food in winter months, we did a great series of pickling, canning, and preserving. We wanted to make those things that we’ve come to love so much available for home consumers.”

Chapman says he accounted for the short Nebraska produce season and forecasted demand to create a rather large Provisions inventory, which saw some late-fall additions including nut butters, charcuterie, and chocolate work (organic, fair-trade chocolate blended with locally sourced ingredients).

Beyond crystal-balling Provisions’ inventory, Chapman’s very hands-on with its creation. “The charcuterie production, the coffee roasting, the butter production, the chocolate-making,” he rattles off.

Provisions includes a private dining space accommodating 22 seats. It offers special menus and discreet A/V access, making it ideal for everything from birthdays to business. Provisions also offers a series of Saturday cooking classes in its kitchen, covering canning/preserving, knife skills, meat fabrication, and more. Chapman, his staff, and a series of guest chefs lead the sessions.

“We want to make local foods more approachable,” says Chapman. “It’s important to support your local farmers market; we can help people explore what to do with that food once they get it.”

Ceramic and wooden wares are also available alongside other select handmade goodies from local merchants. “We want to provide a well-rounded experience,” Chapman says, referring to non-edible items, like those from Black Iris Botanicals and Benson Soap Mill—vendors perfectly at home here. “The story behind their business practices are pretty wonderful, so we’re happy to partner.”

Provisions, like The Grey Plume, is certified by the Green Restaurant Association.

“It follows the same model—full recycling, full composting program, LED/CFL lighting, many recycled building materials,” says Chapman, pinpointing dining room fixtures and flooring made from recycled farm wood, as well as a gorgeous walnut table made from downed trees. “Besides just being common sense, we want to maintain authenticity and transparency in all our business practices that mirrors our food sourcing.

“It’s a labor of love,” says Chapman. And it’s true…you can taste the love.

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Feltz WealthPLAN

November 23, 2013 by

Whether you’re close to retirement or looking to start a college savings plan, Feltz WealthPLAN is able to assist with all of your financial needs.

Financial Planning:
We offer access to investments in stocks, bonds, mutual funds, variable annuities and alternative investments.

We can also refer you to outside professionals through our Feltz WealthPLAN network for CPA & Accounting Services, Asset Protection, Insurance, Estate Planning, Business Succession, and Mortgage Services. Feltz WealthPLAN has an in-house specialist to help you explore Long-Term Care and Insurance options.  Financial Planning offered through Feltz WeathPLAN, a registered investment advisor and separate entity from LPL Financial. Outside providers of professional services are neither affiliated with nor endorsed by Feltz WealthPLAN or LPL Financial.

Investment Planning:
Through the use of LPL Financial’s Strategic Wealth Management accounts, we can offer full discretionary asset management. Feltz WealthPLAN provides our clients with individually- tailored portfolios that are specifically designed to address their investment goals. Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investing involves risk including loss of principal.  No strategy assures success or guarantees against loss.

Retirement Plans:
Tax-qualified plans offered through employers have grown greatly over the years. Feltz WealthPLAN assists both employers and plan participants in sorting through the myriad of investment choices and identifying an allocation mix that is appropriate for each situation.

College Planning:
When, and how, to use 529 Plans can be a major key to having the required finances when tuition time comes.

What is your philosophy on what it means to be a financial advisory practice?
Financial Planning, or Return-on-Life, is the heart and soul of Feltz WealthPLAN.  The opportunity to guide our clients throughout each phase of their life, helping them prepare for the future provides our greatest satisfaction.

What is your practice’s customer service model?
Feltz WealthPLAN’s customer service model consists of three distinct teams:  Financial Planning,  Investment, and Support.  Each team specializes in a particular area to ensure clients receive the attention to detail they deserve.

Our Financial Planning team is the forefront of customer service, meeting with clients to define their goals and implementing a comprehensive financial plan for their future.  The Investment team handles the research, implements the investment models, and monitors the market and economy.  Our Support team assists clients through coordination of Vision1* data entry, ongoing transaction coordination, and is a daily resource for clients who have questions or concerns.

What is the process your practice takes each client through?
Our Vison1 program provides the framework for the Financial Planning process.  As we work with clients to gather and enter their current financial information, Vision1 prepares clear, concise reports:

  • Balance Sheet – Summary of all assets and liabilities
  • Cash Flow – High level view of cash inflow and outflow
  • Stress Test – Evaluation of how your plan will fare during a period of financial crisis
  • Withdrawals & Planned Distributions – Gives an indication of portfolio longevity
  • Education Planning – Provides options for meeting educational expenses
  • Estate Planning – Asset distribution and possible tax consequences

As each report is reviewed, it becomes clear as to which areas need attention and which areas are already on track with the client’s goals.  Focusing on specific action items makes the financial planning process less daunting and clients are encouraged as appropriate changes are put in place.

During appointments, the advisor will review current models and their importance to the client’s overall investment strategy.  Our advisors also update their clients on the market outlook and discuss the implications this may have on their financial planning.

*Vision1 is a comprehensive system that combines our client’s entire financial information (investments, loans, mortgage, insurance, etc.) into one secure location to enhance their financial planning experience. Vision1 also contains an online vault that stores and protects valuable documents such as wills, trusts, deeds, and passports in a secure electronic format.

Feltz WealthPLAN
A Registered Investment Advisor
Securities offered through LPL Financial, Member FINRA/SIPC

Feltz WealthPLAN
101 S. 108th Ave, 2nd Floor
Omaha, NE 68154
402-333-5448
www.FeltzWP.com

The Welsh Group at Morgan Stanley

October 21, 2013 by

What is your philosophy on what it means to be a financial advisory practice?
We believe: Clear and consistent communication is paramount; our word is our bond; in transparency; investments should not be driven by emotion; CNBC will not change our plan; process and procedure are cornerstone; in managing debt as well as equity; diversification is a key to reducing risk.

What is the process you take each customer through?
We take each client through the 13 Wealth Management Issues. 1. Investment Issues 2. Insurance Issues 3. Liability Issues 4. Qualified Retirement Plan Issues 5. Stock Option Issues 6. Business Succession Issues 7. Durable Power of Attorney/Will 8. Gifting to Children/Descendant Issues 9. Charitable Gifting Before and After Death 10. Title of Assets Issues 11. Executor Trustee Issues 12. Distribution of Wealth 13. Charitable Inclinations at Death.

In your own words, describe your practice’s financial planning process.
The Welsh Group has a defined financial planning process.  We start with the 13 Wealth Management Issues.  After discovering clients’ current and long term needs and positions, we drill down on areas that need work and then provide solutions for those issues.  After implementation, we continually monitor plans to make sure we are on track to achieve goals and expectations.

How is your team different?
We design, implement, and maintain comprehensive financial solutions for clients with complex financial needs. These clients are business owners, executives, and retirees with those backgrounds. Our unique service model monitors every aspect of the tailored financial plan for each client, including investing, insurance, lending services, and estate planning strategies. We ensure adjustments are made in order to maintain the course of action agreed upon to accomplish every goal set forth in that plan.

What are the responsibilities of each individual on the team?
Kevin’s focus is in the capital markets. He buys and sells all of the fixed income for the client portfolios. Along with Patrick, he designs and develops individual strategies for client portfolios. Patrick is a CFP®. He and Kevin collaborate on plan design and strategy for each client. Patrick is in charge of implementation and maintenance of the investments and financial plan. Dawn is in charge of all aspects of administration in our practice. Morgan Stanley invests hundreds of millions in capital every day and provides access to the markets, research, private placements, alternative investments, insurance, and lending services. This access helps us implement our clients’ plans and achieve their definition of success.

Morgan Stanley Smith Barney LLC. Member SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice.

The Welsh Group at Morgan Stanley
13625 California St., Ste. 400

Omaha, NE 68154
402-399-1541
morganstanleyfa.com/thewelshgroup

Vintage Financial Group

What is your philosophy on what it means to be a financial advisory practice?
To serve in an advisory capacity is a great responsibility and we do not take that responsibility lightly. We work each day to ensure we are adding more value to the clients we serve through greater education, professional designations, and relationships with other key advisors. We believe in the practice of empowering our clients to achieve their hopes and dreams. It is our great privilege to be their partner in their financial planning. By promoting economic and financial literacy as a part of our process, we empower our clients to further define their personal financial goals to help achieve those goals.

What is your practice’s customer service model?
The service model is based on our client’s goals and objectives for their particular plan.  Our communication model touches each client at a minimum of nine times a year.  We are a very accessible practice. When we ask our clients about our relationship with them, the most common theme we hear is how they feel they have a true partner in their finances. True to this theme, we receive client communication anytime a client has a change in their life, good or bad. It is truly a privilege to serve in this way.

Securities and advisory products offered through Princor Financial Services Corporation, (800) 247-1737, member SIPC, Des Moines, IA 50392. Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Mindy S. Helfrich, Bradford R. Burwell, Kirstin J. Ricketts, Patrick M. Ricketts Principal National and Principal Life Financial Representative, Princor Registered Representative and Financial Advisor.  Vintage Financial Group, LLC. is not an affiliate of any company of the Principal Financial Group.

Vintage Financial Group
14217 Dayton Circle, Ste 3

Omaha, NE 68137
402-932-7233 
866-666-7994
402-932-4196
vintagefinancialgroup.com 

Slattery/Hruby Group of Merrill Lynch

What is your philosophy on what It means to be a financial advisory practice?
The Slattery/Hruby Group provides wealth management services to affluent families and trusts.  We help clients articulate their goals, then guide them with appropriate strategies for investments, lending, wealth transfer, and philanthropy with particular emphasis on tax minimization and wealth preservation. By formally reviewing and understanding a client’s total assets and liabilities, we are able to develop customized solutions to address their unique needs and challenges. For clients, we seek to have a profound impact on both their financial and personal lives. Our ultimate responsibility is to help clients achieve their aspirations for themselves, future generations and their communities. Within that effort, we provide the personal attention and high level of service that significant wealth warrants.

Describe your practices’ investment philosophy.
We apply a comprehensive wealth allocation framework to a client’s balance sheet.  In the simplest form you could state it as Risk Allocation precedes Asset Allocation. The framework process enables clients to construct appropriate portfolios allocating all their assets, featuring the home, mortgage, and market investments. The resulting frameworks are designed to meet client needs and preferences. The framework brings together Portfolio theory with aspects of Behavioral Finance to overlay a client’s risk exposures on to their balance sheet.  The application of our investment philosophy is typically executed within an Advisory relationship.

Slattery/Hruby Group of Merrill Lynch
1044 N. 115th Street

Omaha, NE 68154
402-496-5152 
fa.ml.com/shgroup

The Militti Group at Morgan Stanley

What is your client mission and how do you provide added value?
On a proactive basis we deliver the finest financial thinking, solutions, education and client services to help our clientele achieve their retirement and wealth management needs. We are focused:  our practice is high net-wealth investors seeking solutions to complex wealth scenarios. Typically, this means corporate executives, highly compensated professionals, business owners (and their business), as well as those who come into inheritance. Because we work with high net-wealth people we are experienced in arenas such as trust set-up and management, estate planning and tax-advantaged gifting strategies. We are also well-versed in setting up and administering foundations and endowments designed to fulfill our clientele’s passionate philanthropic dreams. Our clients truly want to make a meaningful difference in the lives of others. So to help them, we take a deep dive with each client and immerse ourselves in what is meaningful in their life.  The outcome:  each client is delivered an ownable, unique plan. Importantly, we believe an air-tight wealth management plan includes a great deal of time spent on risk-management strategies—so we manage both sides of a client’s balance sheet. This means we assist our clientele with customized insurances, as well as retail and commercial banking and lending solutions through our access to Morgan Stanley Private Bank.

How does your team differentiate itself from other wealth advisory groups?
Our team is unique in that we are a true family practice: father, daughter and son. That’s not common in this business.  In addition, because we focus our efforts on high net-wealth clientele we often accomplish our mission by introducing a client (or referral) to our firm’s Wealth Planning Center. Together, the Militti Group and the Wealth Planning Center bring tremendous experience and perspective to help develop and execute highly sophisticated retirement and multigenerational wealth strategies. It is great to see our clientele wowed with the breadth and depth of services we and our firm can offer them. The truest satisfaction we see is our clientele worry less, so they spend more time enjoying their life and family.

Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC. Morgan Stanley Smith Barney LLC. Member SIPC.

The Militti Group at Morgan Stanley
13625 California Street, Ste. 400

Omaha, NE 68154
402-399-1513
morganstanleyfa.com/milittigroup

Korkow & Associates of Merrill Lynch

What is your philosophy on what it means to be a financial advisory practice?
To us, it means being consistently recognized as an essential partner in our clients’ financial lives, by delivering goals-based investment management and wealth planning services with the highest level of quality and integrity. We utilize our goals-based approach through an extensive range of services, based upon our clients’ objectives, and integrate our approach by bringing to light the emotional side of life’s balance sheet. To be a reliable financial advisory practice, we connect with our clients and act as their personal CFO, while always working hard every step of the way.

What is the process through which you take each client?
Through a broad range of discussions, we first assess their unique situation at hand in order to establish realistic goals and the strategy by which to reach them, while employing particular emphasis on wealth preservation, tax minimization, and risk minimization. We help identify and define specific goal components such as target value, time horizon, risk tolerance, and priority for each goal at hand. Together, in the context of their full set of goals, we then implement appropriate solutions. Once a plan has been put in place, we continue to revisit concerns and goals periodically with our clients to track progress toward their desired outcomes, even as life situations change.

Craig D. Korkow, CFP®, CRPC® is principle of Korkow & Associates and is a Senior Vice President-Wealth Management with Merrill Lynch, Omaha, NE.  After graduating Summa Cum Laude in Economics from South Dakota State University and leaving the US Army as a Captain, he joined Merrill Lynch in 2000.  Craig specializes in retirement planning for organizations and individuals. Craig is a Teammates mentor, member of the Knights of Aksarben RCR board, and Founder of the Rough N’ Ready Challenge Rodeo for Children with Special Needs.

Korkow & Associates of Merrill Lynch
1044 N. 115th Street, Set 500 

Omaha, NE 68154 
402-496-5127
fa.ml.com/korkow_associates

Harrison Financial Services

Tell us about your business. Who are your clients?
Our clients are decision makers who typically have multiple advisors (lawyers, accountants, investment advisors, insurance, and sometimes even multiple wealth advisors). We understand it can get complicated getting all the advisors together and aligned with the same client goals in mind. The most important needs many of our clients have are to get the advisors to work as a team, create a written financial plan, remove the complicated industry jargon, and make the plan of action simple and understood by all. We’re not here to replace anyone on the team; rather, we act as the facilitator of new ideas, action steps, and accountability. We often make clients aware of blind spots or of strategies that are currently unknown to them.

How has your company grown?
We only work through referrals. Our commitment to consistently exceeding clients’ expectations has created a level of trust that has resulted in the right types of new client introductions from our other clients. Our firm has grown at an average of 36 percent (YOY) for the last three years.

How are you unique? What keeps your clients coming back?
We have numerous learning and social events, and we get to know many of our clients at a deeper level. This allows us to challenge them and find out what is really important to them. From there, we can create a disciplined plan to implement holistic tax and risk efficient strategies to protect and grow their assets. Most importantly, we know the “why” of what is important to our clients.

How would you describe your workplace culture? Your team members?
Our culture is one of focus and fun. We live our core values of Kaizen (a philosophy that promotes continuous improvement), servant mentality, non-negotiable integrity, work ethic, and being politely persistent. Team members evaluate each other quarterly on living our core values and key behaviors. We all own daily and weekly metrics, including discussing client feedback, to measure our results and drive improvements for better service. Everyone on our team has a voice in where we are headed as an organization. Our entire team is very involved in the community with Salvation Army, United Way, Susan G. Komen, Boy Scouts, E.O. Nebraska, University of Nebraska, and Children’s Hospital.

At the end of the day, what gives you the biggest sense of accomplishment? What do you want to be known for?
We want to earn the right to serve as our clients’ most trusted advisors. Our goal is to be recognized as the premier wealth management firm serving decision makers.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Tim Harrison, MSFS, CIMA, CFP® started the business at age 18 while studying accounting in college. Upon graduating and passing the CPA exam, Tim hired his father and brother (at great personal and financial risk) and today has built a strong team. Tim is married to Traci, and they have two children, Lauren and Blake.  

Harrison Financial Services
9300 Underwood Ave., Ste 500

Omaha, NE 68114
402-891-2302
timjharrison.com

Ethen Bagley Group of Merrill Lynch

What is your philosophy on what it means to be a financial advisory practice?
Our team’s focus is to help simplify our clients’ lives in an increasingly complex world. We offer wisdom, as well as information, so that our clients can make informed decisions regarding their financial affairs. We consider it a privilege to serve as trusted advisors and to provide quality, unbiased information, and assistance.

What is the process you take each customer through?
Each prospective client is taken through a series of meetings. The first is a discovery meeting where we gather information and gain an understanding of their goals, timeframes, and risk tolerance. This is followed up by an Investment Proposal/Financial Plan meeting. When the client indicates they are ready to proceed, we schedule a mutual commitment meeting where we complete all paperwork and agree to each party’s roles and responsibilities. Once accounts have transferred in, we follow up with an on-boarding meeting where we explain how to read the statements, log in to the online account access, and help them organize all of their financial affairs. Finally, we schedule the periodic face-to-face account/plan review, which for most clients is semi-annually. In between meetings, clients can expect monthly calls, monthly newsletters, and periodic client educational events throughout the year.

Ethen Bagley Group of Merrill Lynch
1044 N. 115th Street

Omaha, NE 68154
402-496-5192
fa.ml.com/ethen_bagley_group