Jeffrey D. Sharp, CFP CPWA(R)

Jeff has more than 30 years of experience providing comprehensive wealth management, retirement and wealth transfer solutions for individuals and their families. He helps individuals position their assets in an effort to accomplish wealth accumulation, conservation and distribution goals. Jeff also works with companies to offer qualified and non-qualified retirement plan solutions for employees, including an investment process that helps employers manage fiduciary liabilities.

Jeff has served as President of various professional associations including the Omaha Chapter of The Society of Financial Service Professionals, and the Omaha Estate Planning Council. Jeff has also served on the Board of Directors of the Washington, D.C.-based Association or Advanced Life Underwriting (AALU), now called Finesca.¹ Jeff is a member of the Nebraska Bar Association, Omaha Bar Association, Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA) and Finesca.

Jeff is active in the community including serving as the President of the Board of Directors for the Westside Schools Foundation. His past involvement includes the Board of Directors of the Women’s Center for Advancement and serving as President of the Board of Fontenelle Nature Association. Jeff and his wife, Becky, were Chairs of the United Way de Tocqueville Society in 2016-2017. They also served as past Co-Chairs of the United Way/CHAD campaign and as chairs of the 2008 Omaha Henry Doorly Zoo Membership Campaign. In 2008, Jeff was awarded the “Lighthouse Leader” Award² by the Westside Community Schools.

Securities offered through M Holding Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through HUB Investment Advisors, an SEC registered investment advisor. Insurance services offered through HUB International. HUB International Great Plains, HUB International and HUB Investment Advisors are not under common ownership with M Holdings Securities, Inc.

¹HIA is not law firms and we do not provide legal advice. You should always consult the advice of a qualified attorney.
²Earned from civic duties while a member of the Westside Schools Foundation.