Broker Check
 

Team

“Participating in your financial future is both a great privilege and a responsibility we take very seriously at Feltz WealthPLAN. We listen to you, guide you, and together we’ll be there when you need us…We’re With You.” – Todd Feltz

 

A CERTIFIED FINANCIAL PLANNER™ Professional with more than two decades of experience, Dan is a registered principal for Securities America.

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Brent O’Mara joined Feltz WealthPLAN in May of 2000 as a Wealth Advisor, and he hit the ground running and never looked back. It was his first position within the industry. “Wow, did that work out!” he says. “I...

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A graduate of Northwest Missouri State University with a degree in Business Management, Ryan Feltz is one of three participating members of the firm’s founding family.

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Jamie joined the Feltz WealthPLAN team in 2009 after graduating from Creighton University where he received a Bachelor of Science degree in Finance.

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Kevin joined Feltz WealthPLAN in the spring of 2006 after spending five years as a Commercial Loan Officer specializing in debt-financing packages for the acquisition of transportation equipment, debt restructuring, and operating lines...

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Wade Behlen, AIFA®

Director of Retirement Plans/Foundations

402.697.7269

With a degree in Marketing Management from the University of Nebraska at Kearney, Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division.

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Paul Ronhovde

Director of Business Development

402.697.7268

With more than 20 years of experience in financial services as a Financial Advisor, Sales Manager and Recruiter, Paul’s role as Business Development Consultant is to develop relationships with Advisors across the country.

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As Chief Operating Officer, Janice Bjornstad is responsible for ensuring the efficiency of our operational procedures as they pertain to client services. Janice has been part of the Feltz WealthPLAN team since 1992 and has earned the...

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Linda Deman

Assistant Investment Officer

402.697.7270

Linda has been a member of the Feltz WealthPLAN team since 2004. She brings more than 20 years of financial services experience to our firm, currently working with the Chief Investment Officer here at Feltz WealthPLAN. Linda holds a...

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Julie Feltz

Senior Executive Assistant

402.697.7262

As Senior Executive Assistant, Julie Feltz manages the Human Resources, Financial Management and provides administrative support for Dan Feltz. She ensures quality and simplicity so Mr. Feltz is able to focus his efforts on client...

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Executive Coordinator Sally Fredricks has a desire to help others and uses this to provide superior customer service to our clients. Sally has over 25 years of Financial Services industry experience. She holds a BS in Leadership from...

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As Director of Finance, Karen Kennedy maintains the accounting operations of the company, financial reports, accounting records and human resources. Karen has 30 years of experience in accounting as she previously worked for two local...

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Carey Mallory

Financial Client Services Associate

402.697.5465

As Financial Client Services Associate, Carey's mission is to provide exceptional service to the clients and she gets to know them personally. She enjoys working directly with clients in new and existing business transactions. Carey...

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Dixie Miller

Executive Assistant, FPQP™

402.697.5451

As Executive Assistant to Todd Feltz, Dixie strives to see every client surprised and delighted by the outstanding support and attention they receive from Feltz WealthPLAN. Holding her Registered Paraplanner RP® designation, she...

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As Team Operations Manager, Rhonda has more than 20 years of financial and client services experience. She strives to provide accurate, high-level assistance for clients, meeting their needs quickly and efficiently. Rhonda has a...

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Jenny Feltz

Financial Client Services Associate

402.697.7267

As Financial Client Services Associate at Feltz WealthPLAN, Jenny is driven by getting to know and servicing clients, Advisors and their Support Staff since 2003. Holding her Life, Health and Annuities License1, she provides...

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Jack, a native of Omaha, joined the Feltz WealthPLAN team at the end of 2014 to serve as the firm’s Chief Investment Officer (CIO). He spearheads the investment analysis and portfolio management areas for the Feltz Team. Jack most...

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Emily Codr

Director of Client Services / Retirement Plans / Foundations

402.697.5455

Emily has been a member of the Feltz Wealth PLAN team since 2010. She maintains life/health/ annuities license and Series 6* Registration and brings 15 years Retirement Plan industry experience to our firm. As Key Account Executive for...

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Jennifer Wilbeck

Key Account Coordinator / Retirement Plans / Foundations

402.697.7261

Jennifer recently joined the Feltz Wealth PLAN team as a Key Account Executive in our Retirement Plans/Foundations department. Her experience includes over 16 years as a private business owner with experience in training, education,...

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Chris McMillan

Chief Compliance Officer and Corporate Counsel

402.697.5458

Chris McMillan has nearly ten years of financial services regulatory experience working in senior legal and compliance positions. He is a graduate of Creighton University with degrees in Philosophy and Law, specifically Corporate and...

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Todd Feltz, CFP®

President & Chief Executive Officer

As President & CEO of Feltz WealthPLAN, Todd Feltz has been an established authority in the financial planning community since 1984.

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Elizabeth Wilder

Technology Coordinator

Elizabeth Wilder recently returned to Feltz WealthPLAN as Technology Coordinator. Previously, she worked as a Registered Assistant to Brent O’Mara and was able to bring her knowledge gained in that position to her new position...

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Lesley Jenkins

Financial Client Services Associate

402-697-5447

As a Financial Client Services Associate, Lesley’s passion is getting to know clients personally and assisting them with any questions or needs they have. She has over 18 years of experience in financial services. Lesley grew up...

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Lynn Devereaux

Financial Client Services Associate

402-697-7265

Lynn recently joined the Feltz WealthPLAN team as a Financial Client Services Associate. Her experience includes over 14 years of Financial Services industry experience from when she was a sales assistant in St. Louis, Missouri. She...

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As an Accounting Specialist, Sydni Bechler aides the Director of Finance in performing accounting operations for the company. She has 3 years of accounting experience working for R Mechanical Heating & Air and Eat Fit Go Healthy Food....

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Zach Lindgren

Director of Information Technology Services

402-697-7273

As Director of Information Technology Services, Zach is responsible for the technological direction of the company. He enjoys creating technology efficiencies for advisors to help them better serve and support their clients. He has a...

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