Skip to main content
Mutual of Omaha Bank

Wealth Management Advisors

Wealth Management Representative

 

Mutual of Omaha Bank is committed to helping you build and maintain wealth by understanding your individual and business needs and dreams. Whether the focus is trust and estate services, professional investment management, brokerage and insurance services* or private banking, the right product or service is available through a dedicated relationship manager.

 

 

image not on file
David Carroll
CRPC®, CWS®, - Vice President,
Private Wealth Advisor

Office: 402.522.5361

Contact Me
Springer
Jon Springer
Vice President,
Private Wealth Advisor

Office: 402.522.5362

Contact Me
Shane Rogers
Shane Rogers
Senior Vice President,
National Wealth Sales Manager

Office: 702.492.5735

Contact Me
Patrick Shaughnessy
Patrick Shaughnessy
Senior Vice President,
Director of Investment Advisory Services

Office: 480.458.2018

Contact Me
Tomasello
Sherry Tomasello
Senior Sales Assistant

Office: 402.522.5363

Contact Me
Fricke
Jessica Fricke
Sales Assistant

Office: 402.522.5364

Contact Me

 

*Securities insurance products and financial planning offered through LPL Financial, and its affiliates. Member FINRA/SIPC.
Mutual of Omaha Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured By Any Federal Government Agency