Tag Archives: sponsored content

Julie Tartaglia

March 10, 2017 by

This sponsored content appears in the Winter 2017 edition of B2B. To view, click here: https://issuu.com/omahapublications/docs/b2b_0217_125/56

The Tag Team at CBSHOME is different from other real estate groups, according to team leader Julie Tartaglia.

“We have all women and just one man. We call him the ‘lone wolf,’”
she jokes.

How they work with each other also is different. “It’s more of an atmosphere of lifting each other up with a positive and encouraging environment and helping people be successful,” she says. “We’ve made it a point to focus on helping each other succeed on every transaction.”

Ask a team member to describe the Tag Team at CBSHOME, and you’ll be impressed by the passion they display.

“We are a passionate group of professionals who have the philosophy that real estate doesn’t have to be complicated, and we’re driven for positive results,” says Tartaglia. “We pride ourselves on thinking outside the box with creative marketing and innovative ideas. We have a clock in the office that says, ‘Sometimes you just need one more patch than the inner tube has holes.’ We pride ourselves on being creative while being ethical and achieving desirable results.”

Understanding that women are a significant part of any transaction and treating all clients with no bias is part of the team’s beliefs.

“We don’t just do transactions,” she says. “We build relationships. And all
of us build our businesses by referral. Referral-based business is the
foundation of our whole team’s work.

“Our philosophy and concepts work.
We’re one of the top teams with CBSHOME.”

15950 W. Dodge Road
Omaha, NE 68118
402.215.2156
tagteam-realestate.com

 

Lallenia Birge

March 9, 2017 by

This sponsored content appears in the Winter 2017 edition of B2B. To view, click here: https://issuu.com/omahapublications/docs/b2b_0217_125/56

The website for Big Birge Plumbing has an old-fashioned look. “That’s intentional,” says Vice President Lallenia Birge. The theme is displayed on the company trucks, websites, and social media pages. “We started our company with the slogan ‘Old-fashioned values reborn.’”

Throughout their marketing, you will notice Lallenia wearing 1950s-style outfits; her husband, president of the company, Brad Birge, appears dressed like a lumberjack. Their logo is of Brad’s muscular arm in a red and black flannel shirt holding an oversized pipe wrench. “It’s very tongue-in-cheek marketing,” she says, adding, “We try to be honest and fair with everything we do, and believe our marketing reflects that.”

“It’s is unusual for a woman to own a plumbing company,” she says. It all began when she fell in love while working at the gym. “I saw this super attractive guy and found out he [Brad] was a plumber. Not realizing what went into the plumbing business, I would make jokes about it to my clients.”

The jokes must have paid off! They were married in 2009. “He quit his job at another plumbing company, and in 2012, we officially started [Big Birge] together,” she says. “I was still working as a trainer, started learning marketing, and dug into the business side.”

Hiring their first employee in 2013, they have expanded to nine employees. Lallenia enjoys the supportive workplace atmosphere, which they encourage with regular company outings and weekly meetings. “It’s kind of like a brotherhood; we have each others’ backs,” she exclaims.

Every Monday morning, they hold a meeting with their employees to discuss company core values. Protect the health of our community, tighten every bolt, and take ownership are three of the six values they review with the crew.

“If something doesn’t go right, we do everything in our power to fix it. Plumbers sometimes get a bad rep, and I want to prove that is not the case with our company.” She goes on to explain the company has three plumbing divisions: service, residential remodeling, and commercial.

“My role isn’t only marketing and business but to keep learning and growing myself and our team. I am even taking business classes at Metro. Someone has to keep those guys on their toes!” She says with a laugh. Her resilience on the job reflects the old-fashioned values that she holds dear from her diverse childhood.

Lallenia learned to be self-reliant at a young age. Born in Cheyenne, Wyoming, her parents separated around the time she was 2. She was in and out foster care and family friends’ homes until age 9, then adopted. By the time she was 16, she was working three jobs while going to high school and living on her own. Following a friend to Blair Nebraska at age 18, she eventually made Omaha her home.

“I give a lot of credit to the fact that I surround myself with positive people, people who are smarter than me, better than me,” Lallenia explains.

Having already accomplished her dream of becoming a personal trainer, she now wants to be remembered as a loving mother to her children (Wyatt 6, Brielle, 11 months), a great wife, and an inspiration to others in and out of business.

“I want to be known as a woman who is able to overcome and achieve something greater than herself,” she says.

402.575.0102
bigbirgeplumbing.com

Team Irish

This sponsored content appears in the Winter 2017 edition of B2B. To view, click here: https://issuu.com/omahapublications/docs/b2b_0217_125/56

The mother-daughter real estate duo of Sheila Irish and Brittney Kusmierski have a simple philosophy when it comes to their clients.

“We do what’s right, and we treat people the way we would want to be treated,” Irish says. “We do our business with heart; we care about our clients. This is the largest purchase most people will ever make. We go above and beyond to make sure things go smooth through the whole process from the loan to the closing. It doesn’t matter if you’re buying/selling a $70,000 or $1.5 million house—you’re going to get the best service from both of us.”

Team Irish’s cozy office nicely fits the family atmosphere of their real estate group, she adds. “Berkshire Hathaway Home Services Ambassador Real Estate is a family. We work to help each other. We’re transparent, and we have an amazing culture that Vince Leisey has created,” she says. “The employees at our company are not agents and work directly for Vince. We’re always running around 100 miles per hour, and each of us have our own lives going on, but at any given moment we’ll stop and chat and be there to support one another.”

That positive environment translates to great service for clients.

“From contract to closing and beyond, we’re diligent in the work that we do and the service we provide,” Irish says. “We complete not only the necessary tasks to get a deal done, but we lead our clients on a journey that they remember. And we have fun!”

331 Village Pointe Plaza
Omaha, NE 68118
402.618.5037
teamirish4homes.com

Thrivent Financial

February 10, 2017 by

This sponsored content appears in the Winter 2017 edition of B2B. To view, click here: https://issuu.com/omahapublications/docs/b2b_0217_125/56

The need for women financial advisors is rising.  Recent statistics show that nine in 10 women will, at some point in their lifetime, will be the sole financial decision-makers for their households .  The metro-area women of Thrivent Financial are ready to provide sound financial guidance for women in any stage of life–offering a unique approach that blends faith, finances and generosity.

“It’s about feeling comfortable and confident with your finances,” says Beth Boyle, MBA, CFP®, “I’ve worked with recently singled women who are not only suffering emotional loss, but have been thrown into the role of financial decision maker with virtually no training.  I guide women on decisions that need to be taken now, and assure them that some decisions can and should wait until they are emotionally ready for them.”

At Thrivent, clients receive an over-all strategy that is aligned with their values.  Thrivent Financial is a fraternal, membership organization of Christians.  It’s a not-for-profit organization that’s owned by their membership.  Because of their not-for-profit status, Thrivent can give back to communities what they would otherwise pay in certain taxes, and their members have a voice in where that money goes. Thrivent Financial has given back just over $1.3 million to churches and charities in the Omaha Metro through their generosity programs this year.

“I’ve seen firsthand how living generously and putting clients’ needs first is the only way to do business,” said Financial Associate Suzanne Gornell, who recently decided to make the plunge, following her father’s lead who has worked for the organization for 33 years.  “The fact that I work for an organization that gives back in a significant way, is one of the main reasons I do what I do.  This is also very important to the members we serve.”

According to a recent study, women hold 50% of the country’s wealth, approximately $13.2 trillion.  Women also give on average 3.5% of their wealth to charity every year.

“At Thrivent we are well-positioned to help women become more intentional about their giving,’ said Amy Weidner CLTC®, MBA.“We are fortunate to have the expertise of InFaith*, a public foundation, at our disposal for clients and churches to learn estate planning and charitable giving strategies.” She added, ‘It feels good to be a part of making the generosity piece even bigger.”

While Thrivent feels blessed with talented women financial representatives, the team is on a mission to grow.  “With the increasing amount of women running businesses, leading households, and making a significant impact for nonprofits and charities, we will need more women financial associates,” said Thrivent Financial Partner, Sarah Willson, FIC. “If you’re a leader, are passionate about making a difference in peoples’ lives, and your values align with our own, perhaps you’ve found your next career move.”

11602 W. Center Rd., Suite 200 Omaha, NE 68144
1408 Veterans Drive, No. 204 Elkhorn, NE 68022
340 E. Military Ave., Suite 2 Fremont, NE 68025
402.932.0109
thrivent.com

Pictured: Heather Walraven, Chelsie Olson (Community Engagement Leader), Sarah Jank, Suzanne Gornell, Sarah Willson (Partner), Amy Weidner, Beth Boyle

 

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