Meet Our Members
Wealth Protection Professionals is made up a group of independent business owners that work together for the best interests of their clients By working together and being located in the same office, all of our professionals can work together side by side to help one another.
- Law Office of Niel D. Nielsen:
Niel Nielsen - Estate PlanningNiel opened his own law office in 2002 to provide families with practical advice about estate and business planning. Each year Niel helps over a hundred families put their wishes for the future of their children and property down on paper in the form of an estate plan that will be legally recognized and honored.
Niel graduated from Creighton University in 1993 with a B.A. in English, worked for four years at two nonprofit organizations, then earned a law degree with honors from Creighton University School of Law in 2000.
In 2004 he co-authored a book called If Something Happens To Me, A Workbook to Help Organize Your Financial And Legal Affairs. After being featured on Dr. Laura Schlessinger's national radio program and Family Life Today, the book reached #14 on Barnes&Noble.com's bestseller list and became a top 100 seller on Amazon.com. Niel has had the opportunity to talk about estate planning issues on television, on radio programs, and in numerous magazine articles and newspaper stories.
Niel and his wife Julie have been very happily married since 1993. They have two great kids, Jordan and Rachel.
Contact:
Phone:(402) 827-0414
- W.E. Stevens & Associates:
Bill Stevens - CPAPhone: (402) 932-8815- Financial Visions LLC:
Dale Percival - Protection PlanningDale was born and raised in South Central NE. Dale farmed with his father after he graduated from high school, and then spent 6 years in the Air Force before attending the University of Nebraska, at Lincoln.
Dale has a passion for helping people protect their life's work and enjoy a comfortable retirement. He is a Nebraskan who values hard work, honesty and family, which is clear in his work with clients.
Dale has worked in the financial services industry for more than 19 years. His first goal with clients is to ensure they are well-educated on their financial options. He works hard to establish a personal connection with each client so that he truly understands their financial needs and desires.
Prior to forming Financial Visions,LLC, Dale worked with GE Financial Advisors as a Manager and Vice President. He worked with clients and other financial professionals in complete financial planning services that included Asset Accumulation and Growth plans, Long Term Care planning, Income Preservation planning, Tax Strategies and Estate planning.
Dale has been recognized nationally by his peers and GE Financial Advisors for his leadership, integrity and hard work. He holds a Securities Registration and Insurance Licenses and a Board member of the Society of Financial Service Professionals and member of the National Association of Insurance and Financial Advisors.
Contact:
Phone:(402) 827-5547
- Kuch & Associates Insurance Services Inc.
Bruce Kuch - Independent Insurance Specialist
Bruce has been an independent insurance planner for the last eleven years, and places his focus on the self-employed and individuals as well as small groups to coordinate their insurance planning. Bruce focuses on; Life, Annuities, Dental/Vision, Health, Accident, Critical Care, Disability, Long Term Care, and Medicare Supplements, & Worksite/Group.
Bruce is originally from the Midwest, born and raised in Waverly, IA. He is a graduate of Oelwein Iowa Community High School. Following high school graduation, he went on to graduate with Business and Marketing degree from Ellsworth College in Iowa Falls, IA.
Bruce has strong mid-western values and strives to do what is best for his clients. Prior to the insurance industry, he spent 27 years with JCPenney Co. Inc. in various management positions, including; Assistant Store Manager, Buyer, New Store Openings, District Staff and Human Resource Management. As well as working two years as Operations Manager and Store Manager with Best Buy.
Bruce is a member of NAIFA, (National Association of Insurance and Financial Advisors) and is licensed in the states of Iowa, Nebraska and Michigan.
Bruce has been married for 26 years, his wife Maureen is a teacher with Millard Public Schools. They have three sons; Derek, Logan and Austin, daughter-in-law Rachel and one granddaughter, Sicily.
Contact:
Phone: (402) 213-3956
E-Mail: KuchAndAssociates@Cox.net
Website: www.KuchandAssociates.com
- United Insurance Agencies:
Mike Smolsky - Property & CasualtyAn Omaha native, Mike has been in sales for over 24 years. He joined United Insurance Agencies in 1999 and currently manages both commercial and personal lined accounts. He is the President of the Omaha Chapter of the Professional Insurance Agents of Nebraska and a member of the State Board. Mike is a very active member of the Greater Omaha Chamber of Commerce. With a strong commitment to customer service, Mike feels the most important quality he brings to his clients is his accessibility.
Contact:
Pone: (402) 492-8020
E-Mail: msmolsky@uiagencies.com
Website: www.uiagencies.com
- The Ark Group LLC:
Duane Bartelt - National Insurance BrokeragePhone: (402) 884-4777- Heafey, Heafey, Hoffman, Dworak & Cutler Mortuaries:
Carolyn Reynolds - Funeral Pre-PlanningCarolyn Reynolds is a Family Service Counselor and Licensed Agent specializing in helping people pre-plan and pre-fund funerals for themselves or for a loved one.
Since beginning her career in 1970, Carolyn has evolved into a strong advocate for the elderly and people with disabilities. She has been a Certified Nursing Assistand and Activity Director in a nursing home, an Educational Assistant and Personal Attendant for children with disabilities, District Representative for Easter Seals of South Dakota, and a Senior Center Manager.
For the past ten years, Carolyn has been helping clients at Heafer-Heafey-Hoffman-Dworak-Cutler Mortuaries move through the difficult process of funeral planning. Carolyn is passionately committed to educating the community and her clients that being prepared for the end of life is a priceless gift we give to those we love.
Even though you might be reluctant to talk about death, Carolyn is ready to help you begin the pre-planning process.
Phone: (402) 391-3900Wealth Protection Professionals
WPP
"Building A Foundation For Your Future"
Dale Percival offers Securities through Centaurus Financial Inc. Member FINRA And SIPC (www.finra.org / www.sipc.org )
