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