Josef Ghaussy, CFP®, CPFA, MBA

Josef’s top priority is to provide client-focused customer care. He approaches every task with the client’s needs in mind. As the Director of Investment Services, he collaborates with families and individuals to develop comprehensive financial plans and strategies, as well as provide personalized investment advice and recommendations to support their long-term financial goals.

On the day-to-day, Josef is responsible for conducting detailed financial reviews and analyses, investment product research and analysis, and account changes and updates. He cultivates strong client relationships by providing exceptional service and being readily available to address their financial needs.

Josef has worked in the investment industry since 2016. He serves on the Young Patrons Circle Steering Committee through Omaha Performing Arts and the Joslyn Young Advocates Steering Committee through the Joslyn Art Museum, and is active with Omaha Venture Group through the Omaha Community Foundation.

Outside of work, Josef enjoys running marathons, golfing, traveling with his wife, Laura, and spending time with their dogs, Mabel and Arthur.