Partners

Mike Sufficool, CFP®, CLU, ChFC, AEP®, CDFA

Mike started his practice in 1992. He believes in a team approach to help you reach for maximum potential while considering the vast array of financial aspects that need to be addressed. He values collaborating with the RaiStone Wealth Partners as well as his clients’ existing CPAs, attorneys, and other professionals. As a CERTIFIED FINANCIAL PLANNER™ professional, Mike’s philosophy is that your individual goals are of utmost importance. By taking the time to truly listen and learn what each client wants, he knows that the appropriate strategies will present themselves. In addition to his own practice, Mike is proud to have recruited, trained and mentored dozens of successful financial professionals in the Omaha, NE metro area.

CFP^® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Focus: Helping individuals and businesses to first understand their financial goals then finding the right strategies to help bring those dreams to life

Brian Urban, AIF®

Brian Urban grew up in a hardworking, blue-collar home and was the first in his family to go to college. He’s brought his small town values, and midwestern work ethic to his 20+ year career as a financial consultant. Brian takes a comprehensive approach to get to know his individual and business clients personally. His goal is to ensure all recommendations are driven by his client’s best interests and desires. He has had a lifelong curiosity for the vast number of industries and professions that contribute to the American economy. From the artisan on the jobsite, to the C-Suite executive, Brian savors the conversation, knowledge, and experience that each client engagement provides.

Focus: Finding opportunities for business owners and employees, and assisting with business succession planning

Paul Keatts

Paul’s business focus is building lifelong relationships with his clients. He is dedicated to forming strong relationships because it helps him make the most-informed decisions regarding your unique needs. Understanding your goals from an in-depth perspective helps him design a strategy that puts you on a path to your financial dreams. In his 19+ years in the financial services industry, Paul has been mastering industry knowledge, working diligently to provide excellent customer service, and providing clients with tailored financial strategies.

Focus: Helping individuals and small business owners in the areas of investment services, business planning, financial planning, estate planning strategies, retirement planning, education funding, and risk management

Brian Reimer

Brian is a dedicated professional specializing in personal investments. Known for his unwavering honesty and integrity, Brian's ethical foundation was shaped by his upbringing on a family ranch in South Dakota, where his parents and grandparents instilled a strong work ethic and core values. He brings this same level of passion and commitment to his financial practice, managing clients' assets with the same care he would his own. Brian takes the time to understand your unique goals and investment objectives, creating a comprehensive view of your financial situation. He then crafts tailored strategies that align with your life's path, recommending programs and services designed to help you achieve your aspirations.

Focus: Assisting individuals and business owners with strategies for investment, wealth accumulation, protection, and distribution.

David Janssen

In David Janssen’s 10+ years as a financial consultant, he has helped his clients prepare for major life changes such as marriage, child rearing, retirement, elder care, and estate transition. Such preparations require a “big picture” understanding of your goals, along with personalized strategies for saving, investing, protecting current and/or retirement income, and managing legacy assets. He has been a consultant for Fortune 500 executives and many agriculture clients. Dave prides himself on the development and execution of financial plans utilizing the right tools for the job. Occasionally, loud noises can be heard coming from his house, but don’t worry...he’s only playing the drums.

Focus: Financial planning, portfolio construction and management, retirement accumulation and distribution strategies, long term care planning, small business and agriculture succession.