Young Professionals Assume Leadership Positions With Omaha Society of FSP

Brandon Dirkschneider CFP, Chase Weaver AIF CFA, Josh Burnett CRPS, and Corby Mastalir CLU (pictured L to R) serve on the Omaha Society of FSP’s Board of Directors and are among the Society’s 612 young professional members (age 40 and under). “We are encouraged by their leadership,” says Shelley Occhiuto CLU ChFC CASL CRPC, 2016-17 President. “They bring fresh ideas, initiatives, methodologies and collaboration skills not only to the Board and Chapter, but to the financial services industry.”

Other Chapter Board members include: Al Kerkhove JD, Immediate Past President; Tom Fridrich JD ChFC CLU, Vice President; Jay Killgore, Secretary/Treasurer; Rocky Bedi CFP ChFC CLU, Director; Adrian Lape-Brinkman CPA, Director; Dewey Meyer CLU LUTCF RICP, Director; and Rob Wellendorf CLU CAP AEP Chapter Advisor.

The average age of an FSP member is 57 with 39% over the age of 65. “Young professionals are vital to our industry’s future,” adds Occhiuto. In making a concerted effort to expand its outreach to a younger generation, FSP has drastically reduced its annual membership dues rate for professionals aged 40 and younger.

FSP can introduce young professional o a community of credentialed advisors such as attorneys, CPAs, insurance professionals, financial planners and other professionals while providing access to timely education resources for lasting success. For more information about the Omaha Society of FSP, visit www.FinancialProOmaha.org or call 402.210.9446.

Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation’s top financial advisers. The Society has approximately 10,000 members, each of whom holds or is pursuing one or more of the following recognized financial service credentials: CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU, CTFA, Enrolled Actuary, JD, MBA, MSFS/MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 125 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals. Find out more about FSP contact us at info@financialpro.org or visit www.SocietyofFSP.org.