If you’re building your estate planning team, these trusted advisors can help you develop and implement your financial and philanthropic goals.
Legal
Sarah Duey | Partner
Smith Pauley LLP
3555 Farnam Street, Suite 1000, Omaha, NE 68131
Office: 402-392-0101 | Direct: 402-505-8108
www.smithpauley.com
Michael J. Matukewicz | Partner
Liakos & Matukewicz LLC
8701 W Dodge Rd., Suite 408, Omaha NE 68114
(402) 393-1400
(402) 393-1402 (fax)
www.liakoslaw.com
Financial Planning
Dan Feltz CFP, CFS | Principal Wealth Advisor
Feltz WealthPLAN
101 South 108th Ave., 2nd Floor, Omaha, NE 68154
(402) 697-5452
1-888-321-5452
www.feltzwp.com
Stacie Neussendorfer, J.D, CFP®, CAP®, CKA® | Senior Lead Advisor
Foster Group
402-733-1700 | 800-798-1012
www.fostergrp.com
Ross Polking, CFP®, AIF® | Senior Business Development Advisor
Foster Group
402-733-1700 | 800-798-1012
www.fostergrp.com