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 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. Providing sound, independent advice, Justin has a strong emphasis on helping higher-net-worth clients and business owners pursue their dreams in the most efficient way possible. In 2015, the team branched away from Waddell & Reed to join LPL Financial and formed Silverleaf Wealth Management.
While at Waddell & Reed, Justin received numerous awards, including the President’s Council in 2010, 2011 & 2015. The President's Council is named annually based on an analysis of investment, insurance, and financial planning sales generated by the advisor. In 2019, LPL also included Justin in their Chairman’s Club – a premier award presented to less than 5% of the firm’s more than 16,000 financial advisors nationwide.
In addition to his recognition through work, Justin also serves on the Knights of Ak-sar-ben Floor Committee and is involved with Lane's Light, Project Harmony, and numerous other local charities.
Justin and his wife, Erica, met while attending high school in Omaha and she is a Physical Therapist at Methodist Hospital. They have two children, Audrey Kate (born 2011) and Grant James (born 2013). In his free time, you can probably find Justin on the golf course, working in his garage or exploring the globe. An avid aviation enthusiast, he obtained his Private Pilot License in 2008.
Awards:
- 2020 LPL Chairman's Council†
- 2018-2019 Forbes Best-In-State Wealth Advisor**
- 2017-2018 Forbes Top Next-Gen Wealth Advisor*
- 2018-2019 LPL Chairman’s Club†
- 2016-2017 LPL Patriot’s Club†
- 2015 LPL Director’s Club†
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 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.
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.
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's been married to his wife Kristen since 1995 and they have two children, Drew and Katie. Drew and Katie both attend the University of Nebraska in Lincoln.
Awards:
2020-2019 LPL Freedom'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 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:
2019-2020 LPL Freedom's Club*
Bio
Mark Pogreba, CFP®
Wealth Advisor
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Mark Pogreba, CFP®
Phone: (402)-932-7203
Email: mark@silverleafwealth.com
Mark is a huge music fan who enjoys helping his clients pursue their financial goals and ultimately retire comfortably. It's important that his clients understand how their investments and insurance products work and fit each of their individual needs. Another main objective is to make certain each client's accounts fall within their own risk tolerance.
Beginning his career in 1990, Mark spent 20 years as the original investment advisor with Pinnacle Bank in Papillion, Nebraska. He has served on many Omaha metropolitan area non-profit organizations and is a Chamber Ambassador and former Chamber board member. He has served on the Plattsmouth Community Foundation board and was a member of the Retirement Plan Commission of the Papillion Police Department.
Mark is a Certified Financial Planner and graduated from California State University at Northridge with a degree in Finance and a minor in Real Estate. He is proud to be an Omaha native and was in the first graduating class of Millard South High School (many years ago). Mark has been married to his wife Diane since 1985 and they have two daughters: Kara, who graduated in 2019 with her nursing degree and Aliana, currently attending the University of Nebraska, Omaha. Mark enjoys traveling with his family, playing golf and hockey and has been known to play guitar and sing in a local band.
Awards:
2019-2020 LPL Director's Club*
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 LPL Financial and 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
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
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 relicensed and holds her Series 7 through LPL Financial, and Series 66 through LPL Financial and Silverleaf Advisor Group. In addition to her Nebraska Life, Annuities and Health licenses she has 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 guitar and golf playing college student attending Florida State University, and Lauren, a show choir and Omaha Fashion Week performing high school student attending Elkhorn High.
In addition to spending time with family and friends, Renee keeps busy by volunteering for Elkhorn Partners for the Arts, coaching volleyball at the YMCA, playing tennis and traveling. Words to live by: Keep moving forward and leave it better than you found it
Bio
Anita Galloway
Account Service Specialist
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Anita Galloway
Phone: (402) 934-7200
Email: anita@silverleafwealth.com
“Everyone wants to be heard, and everyone has their own story to share.”
Coming from a large family, Anita Galloway brings with her a skill set ideal for the Silverleaf Wealth Management family. She has a penchant for writing lists, calming chaos, and being an active listener. From the beginning, she has loved the learning process and is an avid life-long reader of various topics, primarily non-fiction.
Anita joined Silverleaf Wealth Management in 2017. She began her career in the financial industry in February 1998 when she joined Cella Quinn’s team as a Financial Planning Assistant. Before working for Cella Quinn Investment Services, Anita was a big business researcher with American Business Information, aka InfoUSA, searching for the elusive answer to who owns whom in the corporate world.
Outside of work, Anita can be found watching sports, attending concerts, traveling, and working in her garden. One of her lifelong passions is genealogy, and she has been unraveling that thread since 1971. Anita has been married since 1980 and is the mother of Michael, born in 1970; Theresa, born in 1975; and Natasha, born in 1977. As one of seven children, Anita’s family includes four nieces, fourteen nephews, and one granddaughter (from scratch). In addition, she counts two “adopted” (now) adult kids and ten grandkids. Family is a big, BIG part of her life.
Bio
Alyssa Jacobsen
Office Administrator
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Alyssa Jacobsen
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 boyfriend (since 2014), and daughter Adalyn (born 2017). She also enjoys playing recreational sand volleyball, four-wheeling, and traveling.
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
Amanda Neitzel
Client Service Associate
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Amanda Neitzel
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.
Bio
Heather K. Vondra
Client Service Coordinator
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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 Silverleaf Advisor Group, 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
