August 2017 Print

President's Report

Opportunities for Growth: a presidential address by Tom Fridrich

When I was asked to provide a letter to the members of the Omaha Chapter of the Society of FSP, I thought many things. Most of them are not probably too far off from what many of you might have thought: “What am I going to say?” “Can I just copy someone else’s message and if so will they catch me?” “Should I have a drink before I write this?” “How does picturing everyone in their underwear help me do this?” But as it turns out, I think I have a pretty good idea of what I want to say. So here it is; your 2017-2018 presidential address from your new President.

Click HERE to read Tom's full presidential address.


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Board Corner

Welcome new Board members, Kendall Hahn, Brady Marlow and Joel Miller. And a special thank you to 2016-17 Board President, Shelley Occhiuto for an amazing year!

Board of Director terms have ended for Rocky Bedi CFP ChFC CLU, Brandon Dirkschneider CFP and Al Kerkhove JD. Thank you for your years of leadership and service to the Omaha Chapter.

2017-18 Board of Directors include:

  • President - Tom Fridrich, JD ChFC CLU
  • Immediate Past President - Shelley Occhiuto, CLU ChFC CASL CRPC
  • Vice President - Jay Killgore, CEBS QKA CMS
  • Secretary/Treasurer - Dewey Meyer, CLU LUTCF RICP


  • Josh Burnett, CRPS
  • *Kendall Hahn, CFP
  • Adrian Lape-Brinkman, CPA
  • *Brady Marlow
  • Corby Mastalir, CLU AIF
  • *Joel Miller, CFP
  • Chase Weaver, AIF CFA

    *indicate new Board members



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Calendar of Events

We've got a great lineup of programs for the 2017-18 season! All meetings, held at Champions Run, will offer continuing education for NE and IA life insurance, legal, accounting, CFP and PACE (pending approvals).

  • Thursday, September 14, 2017 – 1:00 PM following the NAIFA lunch
    Top 10 Estate Planning Mistakes, presented by Andrew Loudon 
    Read More & Register

  • Thursday, October 26, 2017 – Breakfast
    Understanding Economy, Markets and Investment Strategy, presented by Fritz Meyer
    Read More & Register

  • Tuesday, November 28, 2017 – Lunch
    Secrets of Succession - A Guide for Buyers, Sellers and Everything in Between, presented by David Grau 

  • Thursday, January 18, 2018 – 1:00 PM following the NAIFA lunch
    Annuity & Life Insurance Combination, presented by Rob Brookshier

  • Thursday, February 22, 2018 – Breakfast
    Student Loan Debt Strategies, Society of FSP Video TeleConference

  • Thursday, March 22, 2018 - Lunch
    Investment Banking, presented by Matt Musler

  • Tuesday, April 24, 2018 – Lunch
    Potential Developments in Federal Wealth Transfer and Income Taxation, presented by Lisa Lehan

  • Tuesday, May 22, 2018 - Breakfast
    Split Dollar/Premium Financing/NQ: What is it? When to use it?

    Click HERE to download a printable schedule
    *Meeting date, time and topic subject to change

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Chapter Chat

Looking for a way to get involved? The Investment Committee is seeking members who have a desire to be involved in the process and assist in overseeing the Chapter's investment portfolio.

Dear Omaha Society of FSP Members,

My name is Chase Weaver and I currently serve on the Omaha FSP’s Board of Directors and chair the Investment Committee that oversees the Society’s investment portfolio.

I am currently looking for some individuals that would be interested in serving on the Investment Committee.   There are no requirements for this role, other than attendance (1.5 hours per quarter) and a desire to be involved in the process.

If you have experience, great – we welcome your perspective. If you have no experience, this is a great way to get some. We run, in my opinion, a pretty top notch process within the Investment Committee and could be a great way for people who are interested to see some things that we do and how we strive to adhere to a high level of fiduciary excellence. If you have advisory business, this would be a great way to compare notes. Hopefully, you will be able to take something back to your firm – or help the Society out by incorporating ideas that you have.

If you are interested, please contact Stacie Sarasio, and she will forward me your information so we can discuss further.


Chase Weaver, AIF, CFA

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Member Achievements

Omaha's very own Rob Wellendorf is elected FSP National Secretary.

Robert B. Wellendorf, CLU AEP CAP has been elected FSP National Secretary and will serve as National President in 2019-20. Rob is the second Omaha Chapter member to serve in a National Officer position in recent history, following Jim Lammers CFP, CLU, ChFC who served as National President in 2013-14. Rob is past president of the Omaha Chapter and currently serves as the Chapter advisor.

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Membership Milestones
Each year we recognize members' five year milestones. Thank you to the following members for their dedication to the Omaha Chapter:

  • 35 years - Todd Morris, CLU ChFC
  • 30 years - Bob Murphy, CLU RHU CLTC
  • 30 years - Steve Pflanz, CLU
  • 30 years - Blake Lund, CLU ChFC MSFS
  • 25 years - Nick Kelley, CLU
  • 25 years - Bob Luebbert, JD CLU LL.M. (Tax)
  • 20 years - David Knight, CFP ChFC CLU REBC
  • 15 years - Steve Rohrig, CLU ChFC MBA CRPS
  • 10 years - Brian Farris
  • 10 years - Al Kerkhove, JD
  • 5 years - Marla Norton, LUTCF CLTC
  • 5 years - Jay Killgore, CEBS QKA CMS
  • 5 years - Corby Mastalir, CLU AIF
  • 5 years - Steve Schmidt, JD
  • 5 years - Rick Strevey, CFP RFC


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Welcome New Members

We'd also like to welcome those who joined in 2016-17. Thank you for your membership!

  • Patricia Smith, FLMI MA
  • Brady R. Marlow
  • Terrence W. Huntington, Jr., JD
  • Thomas McQueen, MS
  • Bill Foley, JD
  • Christine Sand, MS
  • Justin Morehead, MS
  • Alan Hauschild, CLTC
  • Joe Elsasser, CFP RHU REBC
  • Kelly Mills, FLMI CLU




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Meeting Reminder

Join us for the first meeting of the 2017-18 Season!
1:00 PM @ Champions
(immediately following the NAIFA luncheon)

Top 10 Estate Planning Mistakes

Presented by: Andrew Loudon, Esq.

Attendees of this program will learn, in basic terms, how to avoid making costly mistakes in the estate planning process, so that estate administration (post-death) is not complicated, expensive or contentious. 
This program offers 2 hours of CE for NE & IA Life Insurance, Legal, Accounting, CFP and PACE.

Register NOW

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