Our Services
At our firm, we have the client – and only the client – in mind.
Our mission is to get a 360-degree view of your needs, wants, and long-term goals. All of our energy, commitment, and efforts are focused on our clients, utilizing our resources and striving to preserve wealth.
Financial Management
Our expectation is the same as yours - to be there for you when you need us.
Tax Planning
Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking.
Investments
Today’s investors have an important decision to make when choosing a portfolio manager.
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Our Team
At Silverleaf Wealth Management, our team of dedicated financial advisors offer years of combined financial experience through a motivated, client-focused approach. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Justin M. Gibson, AWMA®
President
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Justin M. Gibson, AWMA®
Phone: (402) 934-7200
Email: justin@silverleafwealth.com
Justin Gibson is the President and founder of Silverleaf Wealth Management, a financial services company based in Omaha, NE.
He began his career as a financial advisor with Waddell & Reed in 2004, where he went on to earn the Accredited Wealth Management Advisor designation in 2006. Justin strives to provide higher net-worth-clients sound, independent advice allowing them to pursue their dreams in the most efficient way possible. In 2015, his team branched away from Waddell & Reed to join LPL Financial and formed Silverleaf Wealth Management. Shortly thereafter, Justin went on to found Silverleaf Advisor Group, an SEC-registered investment advisory firm. He has since founded Silverleaf Tax & Accounting, Inc. seeing the synergies that can be created by adding an integrated tax plan into one’s personal financial situation.
Justin has been named numerous times as a Forbes Best-In-State Wealth Advisor and Forbes Top 250 Next-Gen Advisor. In 2022, he received LPL’s elite Executive Council award, given annually to less than .5% of the advisors at LPL.
Away from the office, you can find Justin attending his kids sporting events or playing golf. He also enjoys spending time working in his garage and exploring new places and cultures. An avid aviation enthusiast, he obtained his Private Pilot License in 2008.
- 2018-2023 Forbes Best-In-State Wealth Advisor*
- 2022-2023 LPL Executive Council†
- 2020, 2021 LPL Chairman's Council†
- 2017-2020 Forbes Top-250 Next-Gen Wealth Advisor*
- 2018, 2019 LPL Chairman’s Club†
- 2016, 2017 LPL Patriot’s Club†
- 2015 LPL Director’s Club†
Bio
Curtis L. Krueger, AWMA®
Wealth Advisor
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Curtis L. Krueger, AWMA®
Phone: (402) 932-7236
Email: curt@silverleafwealth.com
Curtis L. Krueger has over 2 decades of experience working with clients in the financial services industry. He enjoys working with folks in an effort to help them grow and preserve their wealth. He began his career as a client services specialist at First National Brokerage Services in 1992.
His career is distinguished by his work at TD Ameritrade where he was the Director of Trading for the world’s largest broker dealer. In the Director role Curt was responsible for over 200 licensed representatives in various departments including trading, margins, mutual funds, bonds, collections and best execution. In 2001, Curt was the on-site leader of the client service / trading departments acquisition of National Discount Brokers located in Jersey City, NJ.
In 2009 Curt joined the Omaha division of Waddell & Reed as a Financial Advisor where he focused on building one on one relationships with clients and business owners. In late 2009 he took on a dual role as a financial advisor and a District Manager for the Omaha Division of Waddell & Reed. As a District Manager Curt was responsible for recruiting and selection of new advisors in addition to working with seasoned veteran advisors.
Curt received a B.S. degree in business administration with an emphasis in management from the University of Nebraska Kearney. He has also earned the Accredited Wealth Management Advisor designation, AWMA® in 2008 from the College of Financial Planning. Curt was also a designated NASD Arbitrator. In addition he holds his series 7 and 63 registrations with LPL Financial, and series 65 registration with Gladstone Institutional Advisory, and the NE Life and Health insurance licenses.
Curt enjoys golfing, martial arts and boating. Curt and his wife Patty have been married since 1996 and have two daughters, Alexandra and Gillian.
Awards:
2021-2023 LPL Director’s Club*
2019-2020 LPL Freedom's Club*
Bio
Daniel Benedum
Wealth Advisor
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Daniel Benedum
Phone: (414) 803-3953
Email: dan@silverleafwealth.com
Daniel advises a dynamic and active clientele of successful people. He strives to construct sound financial plans allowing his clients the ability to focus on doing great things with their families, careers and community. As the son of two teachers, he values educating his clients on the role each investment plays and the importance of remaining committed to the overall financial plan.
He began his career as an investment representative in 2001 working with mutual fund and annuity products. Having worked as a Financial Advisor for Morgan Stanley and Wells Fargo, he joined Silverleaf Wealth Management in December of 2020, where he continues building long-term personal and professions relationships. He earned his Bachelor of Business Administration in Marketing from the University of Wisconsin - Whitewater. In addition to his life and variable annuity licenses he holds his Series 7 and 63 registrations through LPL Financial and Series 65 registration through Silverleaf Advisor Group.
Daniel and his wife purposely use their free time enjoying life and making as many memories as possible. They love exploring the world and appreciate live music in both small and large venues. Daniel enjoys playing golf for sport and as an opportunity to meet new and interesting people. In addition, he is actively involved in philanthropic endeavors with his former high school, Sheboygan Area Lutheran High.
Bio
Tonya Bousquet, AAMS®
Wealth Advisor
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Tonya Bousquet, AAMS®
Phone: (402) 505-8248
Email: Tonya@silverleafwealth.com
Bio
Peter Daiker, AAMS®
Wealth Advisor
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Peter Daiker, AAMS®
Phone: (402) 916-9081
Email: peter@silverleafwealth.com
Peter J. Daiker, has been serving individuals, families and retirement plans since 1990. As a true fiduciary, acting in the sole interest of the client’s trust, integrity is the foundation of his approach in developing investment plans based on clients long - term goals and risk tolerance. His passion is to bring a sense of financial confidence to his clients, so they can focus on their dreams and families.
Peter has been a wealth advisor since 2000, first with A.G. Edwards and then with Wells Fargo Advisors. He started his financial career in 1990 with PEBSCO as State Director developing 457 deferred compensation retirement plans in the state of Nebraska. He received his B.S. degree in business administration with an emphasis on small business from the University of Dakota State. He also earned an Accredited Asset Management Specialist certification in 2000 from the College for Financial Planning. Peter holds his series 7 and 63 registrations with LPL Financial, and series 65 with Gladstone Institutional Advisory, as well as insurance licenses in multiple states. Peter joined Silverleaf Wealth Management in November of 2017 and continues to assist his clients with financial independence while allowing for greater opportunities.
Peter belongs to St. Margaret Mary’s Church, serves as Vice President for Creighton Prep Little Jays football program, is a member of the Exchange Club of Omaha, and is chairperson of Tee-Off- Against Child Abuse Golf Tournament. He is the proud father of Andrew, Alexander and Adam and enjoys working out, golf and outdoor activities.
Awards:
2021-2022 LPL Freedom’s Club*
Bio
Jeremy Friedman, CPFA®
Wealth Advisor
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Jeremy Friedman, CPFA®
Phone: (402) 505-8601
Email: Jeremy@silverleafwealth.com
Jeremy dedicates his experience to assist clients in working towards their personal and financial goals through sound financial planning strategies. He is knowledgeable in comprehensive wealth management, specializing in asset allocation and portfolio management. Jeremy cares a great deal about the well-being of each of his clients and enjoys getting to know them as they pursue their objectives.
In 2010, Jeremy began his financial services career in Wells Fargo’s financial advisor training program.He worked alongside his father to develop his book of business and expertise before later taking on a lead role in their practice. Before joining Wells Fargo, Jeremy spent 11 years working in the information technology industry, holding roles in software development, business analysis and management with companies such as West and IBM, as well as Omaha-based Alvine and Associates, and Omnium.
Jeremy earned a Bachelor of Science in computer science and a minor in entrepreneurial studies from Iowa State University. While there, he was inducted into the Upsilon Pi Epsilon honors society for the computing sciences.
Jeremy is an active member of his synagogue, Beth El, having served multiple times on the board of trustees. He is also president of the Legacy Villas Homeowners Association and previously served as secretary on the board of directors for West Bay Springs. He has supported the Heartland Equine Therapeutic Riding Academy (HETRA), which combines horseback riding and therapy for those who are physically or mentally handicapped. Jeremy spends much of his spare time caring for his younger brother, Ben, who has special needs. A sports car enthusiast and a Nebraska College football fan, he enjoys spending time with his family, skiing, scuba diving, and traveling. Jeremy is an Omaha native and lives there with his dog, Myka.
Awards:
2023 LPL Patriot's Club*
Bio
Abe Glaser
Wealth Advisor
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Abe Glaser
Phone: (402) 932-7269
Email: abe@silverleafwealth.com
With over 16 years of experience, Abe Glaser has built an intimate practice servicing affluent individuals and families across the nation. With an extensive understanding of economics, markets, estate planning, portfolio construction and preservation strategies, Abe specializes in Multi-Generational Wealth Strategies for those with investable assets exceeding one million dollars. Passionate about complex needs planning, Abe continues to guide families with unique issues while seeking new and interesting alternatives.
Prior to joining Silverleaf Wealth Management in 2019, Abe served clients at a family office, a national wire house and two regional bank brokerage firms. He has served on a public school board, was Chairman of the American Red Cross for the state of Kansas as well as a founding member and President of the KC Cause Foundation (KCCause.org) which raised over a million dollars for non-profits and individuals in need across the midwest.
Abe and his lovely wife Monica are raising three beautiful teenage daughters. Abe strives to be a good father, a man of his word and a loyal advisor to each family he works and cares for.
Awards:
2021 LPL Freedom's Club*
*Based on annual production
Bio
Timothy Kelly
Wealth Advisor
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Timothy Kelly
Phone: (402) 916-9081
Email: tim@silverleafwealth.com
Tim Kelly is dedicated to helping a select group of high net worth families and individuals manage their financial portfolios by developing investment plans around their long-term goals and risk tolerance. His extensive experience through major significant shifts in the markets enables him to help his clients structure portfolios to address their specific financial goals.
Tim began his financial services career as a financial consultant with RBC Dain Rauscher in 2001. In 2007 he moved my practice to AG Edwards, which later became Wells Fargo Advisors. Striving to find a more independent platform to better serve his clientele, he moved from Wells Fargo Advisors to Silverleaf Wealth Management on November 1, 2017.
Part of who Tim is today comes from the two summers he worked for the Southwestern Company, based in Nashville, TN selling a study guide and kids book set door-to-door in Louisiana and Tennessee.
During both summers, Tim learned the value of hard work, attention to detail, discipline to daily routines and perseverance. Tim went on to earn his Bachelors degree in Business Administration with a minor in Marketing from the University of Kearney.
In his free time, he enjoys playing golf, tennis and the guitar. Tim has two children, Drew and Katie. Drew graduated in 2020 from the University of Nebraska Lincoln with a Degree in Management with a Minor in Economics. Katie is currently attending the University of Nebraska in Lincoln pursuing a degree in Marketing.
Awards:
2019-2023 LPL Freedom’s Club*
Bio
Eric Mulligan
Wealth Advisor
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Eric Mulligan
Phone: (402) 932-7203
Email: Eric@silverleafwealth.com
As a Wealth Advisor with Silverleaf, Eric is dedicated to helping clients tailor customized strategies to meet their unique financial goals. He prides himself on seeking tax efficient strategies designed to increase wealth, while dealing with the complexities of estate planning.
Eric began his career in the financial services industry in 2014 with Wells Fargo Advisors. He joined Silverleaf Wealth Management in November of 2021, where he continues guiding clients thru various financial decisions.
Eric graduated from the University of Nebraska-Lincoln with a B.S. in Business Administration. He also obtained his M.S. in Management from Bellevue University. Away from the office Eric enjoys spending time with his wife, Julia, and their three children: Beckett, Palmer, and Ellis. Julia is a kindergarten teacher with Omaha Public Schools.
Bio
James J. Stanek, AWMA®
Wealth Advisor
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James J. Stanek, AWMA®
Phone: (402) 932-7195
Email: jim@silverleafwealth.com
People work hard for their money. This is why Jim helps his clients’ money work hard for them. He enjoys learning about his clients and what is important to them. Then, based on his learnings, he creates individualized plans that help them pursue their financial goals.
Jim began his career in 1989 working for companies in the Midwest and helping people achieve their company goals. In 2008 he decided to enter into personal Financial Advising and help clients work towards their personal goals. His favorite experience is that moment during a client meeting when their eyes light up with the belief, they can achieve the goals they have set for themselves.
During his career, Jim has earned several achievements and awards. When asked to list his favorite, he cites his career achievement of 100 financial plans while at Waddell and Reed.
Jim’s education includes a BS from Wayne State College and an MBA from Iowa State University. He holds the Series 7 Registration through LPL Financial and the Series 66 Registration through Silverleaf Advisor Group, LLC. He also holds the Accredited Wealth Management Advisor certification from the College of Financial Planning.
During his time away from the office, Jim enjoys spending time with his wife, Kris, and their two daughters. Kris is a Partner Consultant for accounting software firm, Xero.
Jim and Kris are both Nebraska natives who have lived in Omaha since 2005. His interests include fishing, reading, archery, and he started guitar lessons in 2018.
Bio
Tim Vanderloo, CFP®
Wealth Advisor
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Tim Vanderloo, CFP®
Phone: (531) 999-1160
Email: tim.vanderloo@silverleafwealth.com
Tim has lived most of his life in Omaha and proudly calls it home. He began his career in the financial industry in 2000 and has built a practice focused on the financial goals of his clients. He connects closely with each client and offers thoughtful solutions in all areas of wealth management.
Deeply committed to becoming a trusted advisor, he completed the rigorous requirements and attained his CFP® designation in 2006. He believes the planning process is pinnacle in knowing and understanding the needs of each client. This process allows him to discover and manage his client’s financial goals so he can make knowledgeable recommendations for appropriate products and services.
Tim and his wife Pam, a first grade teacher, have two children, Alec (1997) and Natalie (2001). Spending time with his family is the highest priority in his life. Tim also enjoys playing hockey and golf.
Awards:
2023 LPL Director’s Club*
2022 LPL Freedom’s Club*
Bio
Renee Welch
Wealth Advisor &
Director of Operations
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Renee Welch
Phone: (402) 934-7200
Email: renee@silverleafwealth.com
Renee Welch joined Silverleaf Wealth Management in 2018 and has over 15 years of experience in the financial services industry. Along with her nurturing mentality that embraces change, she strives to build lasting client relationships by being truthful, mindful and attentive.
Beginning her financial services career with RBC Wealth Management in 1991, Renee realized her passion for working with clients and supporting their individual needs. After RBC she joined Carson Wealth Management where she exceeded client expectations with honest, consistent communication alongside unparalleled service.
Renee returns to the industry after taking time to raise her family and has found her ideal fit with Silverleaf Wealth Management. A firm believer that learning is an endless process, she holds her Series 7 through LPL Financial, and Series 66 through LPL Financial and Gladstone Institutional Advisory. In addition to her Nebraska Life, Annuities and Health licenses she also taken the Securities Industry Essentials exam.
Outside of the Silverleaf Wealth Management family, Renee has been married since 1991. Jeff, a personal injury attorney, and Renee have two children: Will, a graduate of Florida State University pursuing a career in financial services and Lauren, an Elkhorn High School graduate interested in marketing and entrepreneurship at Lindenwood University.
One of her favorite quotes, “Leave it better than you found it.” by Robert Baden Powell.
In addition to spending time with family and friends, Renee keeps busy playing tennis, golfing and traveling.
Bio
Steven Friedman
Client Relationship Manager
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Steven Friedman
Phone: (402) 505-8602
Email: Steve@silverleafwealth.com
With 54 years in the financial services industry, Steve provides seasoned insight and knowledgeable guidance to support clients’ financial needs and goals. He is committed to always offering quality possible advice and results for the families and individuals he serves, developing customized investment and wealth management strategies to address clients’ unique situations and objectives. Steve has expertise in comprehensive financial planning services, specializing in equities.
Before joining Silverleaf, Steve spent over two decades at Rodman & Renshaw, Inc., a Chicago-based broker/dealer where he served as senior vice president, investments; branch manager; and principal.
Steve attended the University of Nebraska-Lincoln, where he was awarded a William Gold Scholarship Key for ranking in the top 10% of his freshman class. He was also the recipient of the University of Nebraska Regents Scholarship and was elected to the Beta Gamma Sigma National Business Honor Society. Steve finished his undergraduate studies at Creighton University, earning a bachelor’s degree in business administration. There he was elected to Omicron Delta Epsilon, an international economics honor society. He later attended the Creighton University School of Law.
Steve is a patron member of Beth El Synagogue, where he served as vice chairman of a major fundraising drive. He served on the board of directors for the Regency Homeowners Association and held the position of treasurer. He is also a member of Legacy Homeowners Association and Cantabrica Estates Homeowners Association in Scottsdale, Arizona.
In his spare time, Steve enjoys designing and building homes. He is an avid sports fan, particularly of Nebraska University football, where he is a donor. An Omaha native, Steve lives there with his wife, Gail. They have two sons, Benjamin and Jeremy.
Bio
Heather K. Vondra
Client Service Associate
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Heather K. Vondra
Phone: (402) 934-7200
Email: heather@silverleafwealth.com
Heather has been in the financial services industry since 2003 holding her series 7 and 63 registrations through LPL Financial, and series 65 registration with Gladstone Wealth Partners, as well as insurance licenses in multiple states.
With a background in both trading and client service, Heather prioritizes taking care of the client’s needs, no matter how large or small.
Originally from Madison, WI, Heather is a die-hard Badger fan with secondary loyalty to the Huskers, as long as they aren’t playing UW! Heather enjoys reading, gardening, wine, playing outside with Chloe and spending time with family.
Bio
Alyssa Rainey
Office Administrator
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Alyssa Rainey
Phone: (402) 934-7200
Email: alyssa@silverleafwealth.com
Alyssa brings a sense of welcome and comfort to Silverleaf Wealth Management. Her customer support and services role is a keystone for any company.
After staying home for nearly a year to raise her family, Alyssa began her career with Silverleaf Wealth Management in January 2019 and enjoys being a working mom.
Alyssa stays busy at the front desk assisting in planning company events, ordering supplies, taking phone calls, and happily welcoming our guests to make them feel at home. She prides herself in her ability to multitask while remaining completely customer-focused.
Alyssa's background in customer services make her an ideal fit within the Silverleaf family.
When she is not working, Alyssa loves spending time with her husband Tim, daughter Adalyn (born 2017) and son Caleb (born 2022). She also enjoys playing recreational sand volleyball, four-wheeling, and traveling.
Bio
Amanda Neitzel
Client Service Associate
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Amanda Neitzel
Phone: (402) 916-9081
Email: amanda@silverleafwealth.com
Building relationships, first and foremost, is Amanda’s objective at Silverleaf Wealth Management. Throughout her career, she has discovered a love of client services: Working directly with clients and caring for their needs is how she builds strong relationships with each one.
A skillful and attentive listener, Amanda strives to make each client feel at home and important. This is her number one priority.
Amanda and her husband, Tim, were married in the fall of 2017. She is the mom to a very active daughter, Taylor Morgan (born 2008), and spends most days after school chauffeuring her to numerous activities.
Outside of the office, Amanda enjoys golfing, cooking, spending time with friends and family, watching sports, and a great cocktail.
Bio
Patty Sacco Krueger, FPQP™
Client Service Associate
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Patty Sacco Krueger, FPQP™
Phone: (402) 934-7200
Email: patty@silverleafwealth.com
Patty Sacco Krueger provides clients with a broad-based perspective from her many years and varied experience in the financial industry, which she joined in 1995.
In addition to her Series 7 General Securities Representative registration held through LPL Financial, she holds a Series 65 Investment Advisor Representative registration with Silverleaf Advisor Group as well as a Life, Health, and Annuities License.
Before joining Silverleaf, she worked at D.A. Davidson with The Brady Investment Group. She was also employed with Smith Hayes, formerly Kirkpatrick Pettis, and served as a Financial Consultant with Smith Barney for two years. Patty attended Bellevue University.
When not in the office, Patty enjoys spending time with friends and family, travel, good food, and great wine! She and her husband, Curt, have two daughters.
Bio
Susan King
Client Service Associate
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Susan King
Phone: (531) 999-1160
Email: Susan@silverleafwealth.com
Susan graduated from the University of Nebraska-Lincoln and has been in the financial service industry since 1985. She was with Smith Barney for 10 years, and then with Wells Fargo Advisors for 25 years. In both roles, she has enjoyed working directly with clients, developing relationships, and making sure all their needs are being met. Additionally, she holds her series 7, 63 (through LPL Financial), series 66 (through Silverleaf Advisory Group) and Life, Health & Annuity Insurance licenses. Outside of work, Susan enjoys spending time with family and friends, gardening and reading. She has two daughters, both of whom work in counseling related fields, and an amazing grandson Jude (born 2016) that she loves to spoil.
Bio
Everett Dwyer
Client Service Associate
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Everett Dwyer
Phone: (402) 934-7200
Email: Everett@silverleafwealth.com
Everett Dwyer joined Silverleaf Wealth Management in March of 2021. He simultaneously earned his BSBA in Financial Planning with a Minor in Economics from Creighton University. While attending Creighton, Everett was a participant in the Volunteer Income Tax Assistance program. The VITA program allowed him to apply his knowledge of tax preparation services to the community, free of charge.
Everett grew up in Colorado Springs, Colorado. He spent most of his summers hiking and camping in the mountains with his family and Boy Scout troop. While in Boy Scout’s, he attained the rank of Eagle Scout. In his free time, he can be found on the golf course or watching sports with friends.
Bio
Sondra Boyer
Client Service Associate
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Sondra Boyer
Phone: (402) 934-7200
Email: Sondra@silverleafwealth.com
Sondra began her career in the financial services industry in May 2021. Initially working for a retirement community as a human resources manager, she brings to Silverleaf Wealth Management the same exceptional level of service and ability to create positive relationships with each client. Outside the office you can find her spending time with her husband, three children, and their two dachshunds. Summer is a favorite time of year where they can enjoy the sunshine and be outdoors with family and friends. Other favorites include attending the kid’s activities and volunteering as a Girl Scout co-leader.
Bio
