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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 takes pleasure in working with folks aiming to help them grow and preserve their wealth.

Curt 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 this role, he 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 to this, he holds his series 7 and 63 registrations with LPL Financial, and series 65 registration with Silverleaf Advisor Group, 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 LPL Director's Club*
2019-2020 LPL Freedom's Club*

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Phone: (402) 916-9081

Email: peter@silverleafwealth.com

Peter J. Daiker, has been serving individuals, families and retirement plans since 1990. As a true investment 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 registration with LPL Financial, and series 65 registration with Silverleaf Advisor Group, as well as insurance licenses in multiple states.

Joining Silverleaf Wealth Management in November of 2017, Peter continues to assist his clients with financial independence while allowing for greater opportunities.

He 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 the chairperson of Tee-Off- Against Child Abuse Golf Tournament. Peter is the proud father of Andrew, Alexander, and Adam and enjoys working out, golf and outdoor activities.

Awards:

2021 LPL Freedom's Club*

 

*Based on annual production

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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:

2019-2021 LPL Freedom's Club*

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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.

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Emily Jung joined Silverleaf Wealth Management in 2021, after spending many years as a practicing attorney. She guided families, business owners, and individuals regarding the preservation and transfer of their wealth in a tax-efficient manner while accomplishing their personal and financial objectives. In her role as a Director of Advanced Strategies, Emily is responsible for developing and implementing strategies for estate, wealth transfer, and philanthropic planning activities. Emily works closely and collaboratively with Silverleaf’s advisors who provide integrated investment and wealth planning services. By developing a deep understanding of each client’s unique circumstances and leveraging her expertise in estate and wealth transfer planning, Emily can help clients to pursue their personal, philanthropic, and wealth objectives. 

Prior to joining Silverleaf Wealth Management, Emily’s legal practice was focused on the areas of estate planning, postdeath trust, and estate administration, business succession planning, and the formation and governance of not-for-profit entities. Emily received her B.A. from Southern Methodist University and her J.D. from Saint Louis University School of Law. 

Emily has been and continues to be involved with various boards, committees, and activities around the greater Omaha area, including the following: Nebraska Medicine Healing Arts Advisory Board, Governance Committee, Aksarben Women’s Ball Committee, American Cancer Society Omaha Leadership Board of Directors, American Cancer Society NE-IA Area Board and Completely KIDS, Pig, Pinot & Poets Event. 

Emily and her husband, Mike, who serves as chief executive officer and president of Burlington Capital International in Omaha, have two children, Ellie, and Avery. Emily’s personal interests include participating in the process (whether practicing, playing, or learning more) of the never-ending struggle of golf, reading autobiographical and other types of non-fiction books, and traveling with family and friends.
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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 Tim, her fiance, and daughter Adalyn (born 2017). She also enjoys playing recreational sand volleyball, four-wheeling, and traveling.

Phone: (402) 934-7200

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.

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.