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Estate Planners in US

Nebraska Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Nebraska.

Find more Estate Planners and other Financial brokers near in Nebraska by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

10 results found

Stacie Neussendorfer Omaha, NE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager • Financial Analyst • Psychology Specialist • Lawyers

Experience & Education

Position:
Wealth Advisor at Orizon Investment Counsel, LLC
Location:
Greater Omaha Area
Industry:
Financial Services
Work history:
Orizon Investment Counsel, LLC Wealth Advisorsince Apr 2008Orizon Investment Counsel LLC Director of Financial PlanningApr 2008 - Jul 2010
Estate Planner Legal Network
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Stacie Neussendorfer Omaha, NE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager • Financial Analyst • Psychology Specialist • Lawyers

Experience & Education

Position:
Wealth Advisor at Orizon Investment Counsel, LLC
Location:
Greater Omaha Area
Industry:
Financial Services
Work history:
Orizon Investment Counsel, LLC Wealth Advisorsince Apr 2008Orizon Investment Counsel LLC Director of Financial PlanningApr 2008 - Jul 2010
Estate Planner Legal Network
Full Profile

Dan Wintz Omaha, NE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Executive Compensation • Chief Executive • Law Specialist • Lawyers • Financial Manager • Trust Law Attorney

Experience & Education

Position:
Shareholder at Fraser Stryker PC LLO, Adjunct Professor - Estate Planning at Creighton University - ...
Title:
Helping employers comply with ERISA and executives and their families with Estate Planning
Location:
Omaha, Nebraska
Industry:
Law Practice
Work history:
Fraser Stryker PC LLO Shareholdersince Dec 2003Creighton University - College of Law Adjunct Professor - Estate Planningsince Nov 2003
Skills:
ERISA, Deferred Compensation, Plan Design, Estate Planning, Wills, Trusts, Elder Law, Business...
Estate Planner Legal Network
Full Profile

Charles Dorwart Omaha, NE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Law Specialist • Lawyers • Management Team Executive • Operations Manager • Financial Manager • Community Service Manager • District Attorney • Attorney At Law • Juris Doctor • Government Administration Professional

Experience & Education

Position:
President at Lifeplan Nebraska, President at Charles E. Dorwart, P.C., L.L.O.
Title:
President at Lifeplan Nebraska
Location:
Greater Omaha Area
Industry:
Law Practice
Work history:
Lifeplan Nebraska - 440 Regency Parkway Drive, Suite 139, Omaha, NE 68114Presidentsince Jan 2011Charles E. Dorwart, P.C., L.L.O. - 440 Regency Parkway Drive, Suite 139, Omaha, Nebraska 68114Presidentsince Oct 2006
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Christine Vanderford Lincoln, NE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Community Service Manager • Campaign Manager • Press Secretary • Guide • Managers • Media Relations Specialist • Media Specialist • Media Professional • Tour Guide • Juris Doctor • Government Administration Professional • IT Manager

Experience & Education

Position:
Owner at The Law Ofc of Christine Vanderford, PC LLO, Owner at The Law Office of Christine...
Title:
Owner, The Law Ofc of Christine Vanderford, PC LLO
Location:
Lincoln, Nebraska Area
Industry:
Law Practice
Work history:
The Law Ofc of Christine Vanderford, PC LLO Ownersince Mar 2003The Law Office of Christine Vanderford, PC LLO Ownersince 2003
Skills:
Trusts, Powers of Attorney, Living Wills, Estate Planning, Wills, LLC, Probate, Small Business,...
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Kevin Mcmanaman Lincoln, NE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Juris Doctor • Law Specialist • Judicial Law Clerk • Lawyers • Clerical Specialist

Experience & Education

Position:
Attorney/Partner at Knudsen Law Firm
Title:
Partner, Knudsen Law Firm
Location:
Lincoln, Nebraska Area
Industry:
Legal Services
Work history:
Knudsen Law Firm Attorney/Partnersince Dec 2001Erickson & Sederstrom, P.C. Shareholder/Attorney1995 - 2001
Skills:
Civil Litigation, Employment Law, Estate Planning, Commercial Litigation, Appeals, Arbitration,...
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Dick Placzek Lincoln, NE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Group Account Director • Vice President • Chief Executive • Sales Manager • Advertising Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Promotions Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President/Group Account Director at Swanson Russell
Location:
Lincoln, Nebraska Area
Industry:
Marketing and Advertising
Work history:
Swanson Russell Senior Vice President/Group Account Directorsince 1996Bailey Lauerman Account Executive1991 - 1996
Financial and Estate Planner at NYLife Securities
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Beau Robinson Omaha, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Master of Science • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Greater Omaha Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management Financial Advisorsince 2011
Skills:
Estate Planning
Estate Planner Legal Network
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Christina Ball Lincoln, NE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Baylor Evnen Law Firm
Location:
Lincoln, Nebraska Area
Industry:
Legal Services
Work history:
Baylor Evnen Law Firm Attorney
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Andria Mueller Minot, ND

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Judicial Law Clerk • Paralegal • Doorman • Personal Care Aide • Bachelor of Arts • Psychologist • Financial Manager • Psychology Specialist

Experience & Education

Position:
Associate Attorney at Legacy Design Strategies, LLC
Title:
Associate Attorney at Legacy Design Strategies, L.L.C.
Location:
Minot, North Dakota
Industry:
Law Practice
Work history:
Legacy Design Strategies, LLC Associate Attorneysince Jan 2011Thomas G. Incontro, P.C., LLO AttorneyJun 2009 - Dec 2010
Skills:
Estate Planning, Estate Law, Asset Protection, Small Business, Courts
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