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Ben Goethel, J.D.

Partner, Senior Wealth Strategist

Ben is a former estate planning attorney, trust officer and corporate counsel. Since leaving private practice in 2012, he has worked for a regional bank, a large private bank, and one of the largest registered investment advisory firms in the nation. His diverse background, combined with his unique experiences, has allowed him to become a meaningful advocate for all of his clients’ financial planning and wealth management needs.

Ben has a Bachelor’s Degree from Iowa State University in Accounting and a Juris Doctorate from the University of Nebraska – Lincoln College of Law.

In his free time, Ben and his wife, Morgan, spend most of their time with their toddler, Rowan, and their dogs Reagan & Kennedy. The Goethel family loves to travel and actively participates in all Omaha has to offer, from Broadway & Opera shows at the Orpheum to golfing at their home course (The Players Club) and trying out new restaurants and cuisines all over the city.

Years of Experience: 

15 years

Educational Background

  • B.S., Accounting from Iowa State University
  • Juris Doctor from University of Nebraska – College of Law

Designations/Certifications/Classes

  • Juris Doctor (J.D.)
  • Series 65 – Uniform Investment Adviser

Community Involvement