Trevor Keefe - Mutual of Omaha

Jeremy Roche - Mutual of Omaha in Waukesha, WI, is a financial services firm that offers a range of insurance and investment products to individuals and businesses. With a focus on providing personalized financial solutions, Jeremy Roche - Mutual of Omaha aims to help clients protect their assets and plan for their future financial goals. Generated from their business information

Nick Weber is a dedicated financial representative with Mutual of Omaha, based in Waukesha, Wisconsin. With a background in fleet management and degrees in Sport Management and Business Administration, he is passionate about helping young professionals, families, and small businesses secure their financial futures. Committed to client education and protection, Nick offers a range of services, including life insurance, long-term care insurance, and small business solutions. His personalized approach focuses on understanding clients' unique stories and financial goals, ensuring tailored recommendations and ongoing support. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.