Omaha Team
A Better Approach to Private Wealth Management
for Omaha
We are your family office that’s committed to providing expert counsel exclusively to families and institutions.
Our Team
Preferred for our compassion and dedication.
Chief Executive Officer, Founding Partner
A founding partner of Private Wealth Asset Management, Kim has over 20 years of financial planning and wealth management experience. She excels in philanthropic services for nonprofits and private family foundations and brings trust and...
President, Chief Wealth Planning Officer
As the Chief Wealth Planning Officer, Wendy leads the strategic direction and delivery of comprehensive wealth planning services to high-net-worth individuals and families. She lends her experience and expertise in guiding clients through complex and...
Founding Partner, Managing Director
David is a founding partner and managing director of Private Wealth, with over 20 years of experience in the wealth management industry. He has had multiple roles in the industry, including fiduciary asset management, multi-generational...
Partner, Managing Director, Lead Advisor
Zac serves as Lead Advisor and Managing Director for Private Wealth Asset Management's Omaha office. His passion around financial planning started early in life when he took a Dave Ramsey course in high school. Defining...
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, one of the largest registered investment advisory firms in the...
Partner, Senior Portfolio Manager
Tyler focuses on helping his clients build customized and individual portfolios based on their unique goals. He has particular expertise in working with business owners, high/ultra-high-net worth families and individuals who are experiencing liquidity events...
Senior Client Associate
DeAnna uses her vast industry knowledge to provide exceptional ongoing client support. Her responsibilities include processing client service requests, assisting with the movement of funds and equities, reviewing paperwork for completeness, addressing and resolving routine...
Outsourced Family Office Specialist
Mary’s dedication to personalized service makes her stand out as an Outsourced Family Office Specialist. She focuses on building strong relationships with clients, understanding their unique needs, family dynamics, and long-term goals, and helping deliver...
Specialized Resources
Contact Us
Talk to an Advisor on Our Omaha Team
Reach out to learn more or schedule a strategy session. Filling out this short form will automatically email you our scheduling link to book a meeting.
Omaha Office
1100 Capitol Ave, Ste 200
Omaha, NE 68102
P | 402-227-4208