Luke Pfannenstiel has worked in the Financial Services industry for over fifteen years. His consultative approach helps clients identify their needs and what they value most in life. Then, through a comprehensive review of the client's current financial picture and in collaboration with the client, short and long-term goals are established, a financial plan is designed and implemented, and periodic consultations commence to review and revise the plan as both economic and life cycles change.
Luke and his wife, Jackie, reside in Omaha, NE with their three children, Whitney, Lauren and Henry.
Practice Focus:
- Retirement Planning
- Investment Management
- Education Planning
- Income Distribution Planning
- Estate Planning
Education:
Bachelor of Science in Business Administration with an emphasis in Finance, University of Nebraska at Omaha
Affiliations (Past and Present):
Securities America, Inc.
The Water's Edge Church
LadyCat Basketball- Volunteer Coach
YMCA- Volunteer Coach
Millard Public Schools- WATCH D.O.G.S.