Wesley A. Siebert, BSP, AIFA®

Wesley believes that your financial health is equally as important as your physical and emotional health. He understands that often, the topic of finances can be a stressor for individuals, families, and businesses. Wesley wants to help  his clients ease that stress and establish well thought out goals and a path towards achieving them. Since entering the industry in 2007, Wesley has focused his career on two primary groups: Closely held business owners and their employees and individuals looking to  prepare for retirement. For his business owners and employees this work often focuses on 401(k) Plan, Group and Voluntary Benefits. For his Pre-Retirees, these conversations usually focus on how to prepare for when “Every day is a Saturday.” 

Wesley utilizes a process-based approach that is not driven by products but rather a series of conversations and clear communications to create goals while establishing the strategies, paths, and resources needed to accomplish them. He holds his FINRA Series 7 and 66 securities registrations, Life and Health Insurance License, and has earned the Accredited Investment Fiduciary Analyst^® (AIFA^®) designation. He attended the University of Nebraska Omaha where he studied International Political Science and French.

Wesley is a proud father of three and grandfather of three who values both family and community. He is actively involved in several nonprofit organizations, serving on the Board of Directors for Conservation Fusion and Bags of Fun Omaha, and moderates LILI (Life In Leadership Institute) for NAIFA. Outside of his professional and community commitments, Wesley is an avid snowboarder and enjoys giving the game of golf his best shot.