JFC FINANCIAL SERVICES - Key Persons
Job Titles:
- LPL Registered Client Service Support Specialist
Heather has been part of the JFC Financial Services team since March 2010.
Heather has been with JFC Financial Services since March 2010. She primarily focuses on assisting Jack Connealy with his personal book of business by addressing client service needs, preparing and processing new business, and providing ongoing client support.
Prior to joining JFC, Heather spent 11 years in an Ameriprise franchise practice as a licensed associate advisor. She holds industry series (7, 24 and 66) registrations held through LPL Financial and variable annuity and variable life licenses.
Jack specializes in retirement, estate, and comprehensive investment and financial planning services for clients while also providing supervision and support to advisors associated with JFC Financial Services, the firm he founded in 1992. He has more than 25 years of experience in the financial services, banking and insurance industries.
Jack holds multiple industry registrations (7, 24, 31, 51, and 63) held through LPL Financial along with life, health, long term care, variable life and variable annuity licenses. He holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) professional designations.
Job Titles:
- Financial Advisor
- Certified Financial Planner
Luke has worked as a financial advisor since 2009 and joined the JFC Financial Services team in 2012.
Luke has worked as a financial advisor since 2009. He joined the JFC Financial Services team in June 2012. Luke will assist clients with all their financial services needs including: comprehensive financial planning, investments and retirement planning, insurance planning, employee benefits, and estate and tax planning strategies.
Luke is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He holds a J.D. from the University of Nebraska-Lincoln College of Law and an MBA from the University of Nebraska-Lincoln. Luke holds multiple industry registrations (7, 31 and 66) held with LPL Financial along with life, health, long term care, variable life and variable annuity insurance licenses..
Job Titles:
- Certified Financial Planner
Nick joined the JFC Financial Services team in June 2018. He will assist clients with all their financial service needs including: financial planning, retirement planning, investment strategies, insurance planning, and employee benefits.
Nick is a Certified Financial Planner™ (CFP®) . He was awarded a Bachelor's degree with a major in finance from the University of Nebraska-Lincoln. He holds multiple industry registrations (7, 66) held through LPL Financial, along with life, health, long term care, variable life and variable annuity licenses.
Job Titles:
- Senior Operations & New Business Manager
Steph has been with JFC Financial Services since August 2009. Prior to that, she had worked for a national insurance company for six years. Steph's responsibilities include reviewing business sent to the OSJ office to ensure all required paperwork is submitted and complete; assisting advisors and their staff with research on operational and service related requests connected with LPL's systems, tools, forms and reports; and she provides training to advisors' new assistants. Steph also assists Luke Alexander and Rich Rimel with their personal books of business by providing administrative and client services support.