Timothy J. Harrison CPWA®, CIMA®, CFP®, CLU®, ChFC®, AEP®, MSFS, CAP®, Wealth Management Advisor with Harrison Financial Services took the position of President with the Omaha Estate Planning Council on September 1, 2015.
Tim has been a member of OEPC for ten years, and has been helping clients achieve financial security by providing innovative solutions for their personal and business needs for more than 20 years. Starting his career at Northwestern Mutual at age 18 while attending college, Tim has now built an elite financial team at Harrison Financial Services who help him serve decision makers of private and public corporations in the Omaha/Metro area. Tim is also a founding member of E.O. Nebraska, is a member of the Investment Management Consultants Association, Advanced Association for Life Underwriters and ACG Nebraska and serves on the Board of Directors for Boy Scouts’ Investment Committee and Advisory Board for Salvation Army.
Board Officers for 2015-2016 include:
• President: Timothy J. Harrison – Harrison Financial Services
• Vice President: Sarah Lierman – First National Bank of Omaha
• Treasurer: Susan J. Spahn – Endacott Peetz & Trimmer
• Secretary: Linda Garbina – The Salvation Army
• Assistant Secretary: Matthew K. Stadler – RG & Associates
More than 140 of Omaha’s leading estate planning attorneys, certified public accountants, wealth advisory and life insurance professionals, philanthropic advisors and trust officers are members of the Omaha Estate Planning Council. For more information, visit www.omahaestate.org or call (402) 210-9446.