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Omaha Associates

Address
2401 S 130th Cir
Omaha NE 68144

Phone
(402) 558-6860

Fax
(402) 558-9748

Casey Knake 18

Casey Knake CFP®, CLU®, CHFC®, CAP®

Managing Partner

cknake@heritagefin.net

 

Ben Conover 18

Ben Conover

Partner

bconover@heritagefinservices.com

 

 

Mark Brungardt

Financial Advisor

mbrungardt@heritagefinservices.com

 

Alan Hauschild CFP®, CLTC

Financial Advisor

ahauschild@heritagefinservices.com

Tim Iverson LUTCF, FSCP

Financial Advisor

tiverson@heritagefinservices.com

 

Keaton Knake CFP®

Financial Advisor

kknake@heritagefinservices.com

 

Aaron Ostler ChFC®

Disability Specialist & Financial Advisor

aostler@heritagefinservices.com

 

Patrick Zimmer CFP®

Financial Advisor

pzimmer@heritagefinservices.com

 

Angela Corbett

Marketing Assistant

acorbett@heritagefinservices.com

Mary Johnson

Insurance Assistant

mjohnson@heritagefinservices.com

Nickolas Schultze

Partner

nschultze@heritagefin.net

Omaha

2401 S 130th Cir, 
Omaha, NE 68144

Phone: 402-558-6860
Fax: 402-558-9748

   


Norfolk

314 North 5th Street, Suite 400
Norfolk, NE 68701

Phone: 402-379-1811
Fax: 402-379-4458

Get in Touch

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