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Jeffrey D. Sharp

Principal, Private Client Services

When you first meet Jeff Sharp in a comfortable conference room at SilverStone Group's headquarters, sipping on a Starbuck's coffee and talking about protecting the assets you've worked so hard to accumulate, you might think "what does this guy know about hard work?" The truth is that during college, Jeff spent a couple of summers working on oil rigs in Wyoming and Utah. That's hard work. And that experience opened Jeff's eyes to how valuable asset protection can be for everyone.

Jeff has more than 20 years of experience providing comprehensive wealth management and retirement planning solutions. He works with individuals to position their assets to help accomplish unique wealth accumulation, conservation and distribution goals. He also works with companies to offer employees comprehensive qualified and non-qualified retirement plan solutions, including an investment process that helps employers manage their fiduciary liabilities. Jeff knows that because every individual's situation is different, his challenge is to think "outside the box" to provide viable solutions customized to meet his client's needs.

Jeff was recently recognized as one of Medical Economics' 2008-2009 150 Best Financial Advisors for Doctors. In 2004 Jeff was named Advisor of the Year by the Omaha Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He has served as President of various professional associations including The Society of Financial Service Professionals, Omaha Chapter and the Omaha Estate Planning Council. Jeff has also served on the Board of Directors of the Washington D.C.-based Association for Advanced Life Underwriting (AALU). With a life-long commitment to learning, Jeff dedicates as much time as possible to attending conferences where he learns cutting-edge strategies that are being implemented in the financial marketplace. His clients can be assured that the solutions he offers are the latest in the dynamic tax, investment and economic environment we are experiencing today.

Jeff is a member of the Nebraska Bar Association, Omaha Bar Association, the Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA) and the Association for Advanced Life Underwriting (AALU).

Jeff is active in the community and is currently the President of the Westside Schools Foundation. His past involvement includes serving as President of the boards of Countryside Community Church Foundation and Fontenelle Nature Association and as Chair of the Ak-Sar-Ben Floor Committee. Jeff and his wife, Becky, served as past Co-Chairs of the United Way/CHAD campaign and the 2008 Henry Doorly Zoo Membership campaign.

^{Registered Representative Offering Securities and Investment Advisory Services through M Holdings
Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone
Group is independently owned and operated.}