SILVERLEAF WEALTH MANAGEMENT - Key Persons
With over 20 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.
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.
Ann began her financial services career in 2007 before becoming CEO and founder of Slate Wealth Management in 2019. In 2024 she joined Silverleaf Wealth Management where she continues to assist pre-retirees and retirees in planning their best life in retirement.
With her own life experiences in business, coaching, playing collegiate golf, and assisting her husband in managing the family farm, Ann is equipped to support her clients with their daily challenges. She is an advocate for education and coaching women on the role of family finance, assisting business owners in an effort toward building a profitable business and helping farmers work toward preserving their most valuable assets.
Job Titles:
- Omaha Division of Waddell & Reed As a Financial Advisor
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.
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.
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
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.
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.
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
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.
Justin Gibson is the President and founder of Silverleaf Wealth Management, a financial services company based in Omaha, NE.
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
Job Titles:
- Director of Business Development
- Executive
- Director of Business Development / Executive to the President
Lauren Clark is the Director of Business Development & Executive to the President at Silverleaf Wealth Management. She collaborates closely with the executive leadership team to drive strategic initiatives and manage high-level projects. In addition to her project management responsibilities, she ensures the seamless operation of daily business activities, bringing a proactive and efficient approach to the role.
Before joining Silverleaf, Lauren had a distinguished career at Tenaska, where she served as the Director of Executive Administration. Her tenure at Tenaska was marked by exceptional administrative leadership and the successful execution of numerous critical projects.
Lauren holds a Master of Science in Management & Strategic Leadership from Western Governors University, completed in October 2021. She also earned a Bachelor of General Studies in Early Childhood Education from the University of Kansas in 2004.
Outside of her professional endeavors, Lauren enjoys spending quality time with her husband, Jamy, and their twins, Max and Maggie. She is an avid reader with a passion for travel and is always planning their next adventure.
Job Titles:
- Client Services Associate
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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 66 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.
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.
Job Titles:
- Independent Wealth Advisor
Scott is an independent Wealth Advisor of Silverleaf Wealth Management, a financial services company based in Omaha, NE.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor
Sean Song is a CERTIFIED FINANCIAL PLANNER™ professional providing investment management and financial planning services to wealth accumulators, retirees, and business owners.
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.
Job Titles:
- Client Relationship Manager
- Patron
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.
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.
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.
A native of Honesdale, Troy started his finance career as a wealth management intern in 2015 for a local bank. He then worked various positions in the banking industry including teller, customer service representative, merchant services, electronic banking, and lending all while gaining several years of financial industry experience. Troy earned a Bachelor of Science degree in Business Administration from Eastern University in Pennsylvania, with a focus on Finance and Management. He joined Silverleaf Wealth Management in 2024 and holds his Series 7 with LPL Financial and his Series 66 with Gladstone Institutional Advisory. In addition he holds his life insurance licenses and has been a notary public since 2017.