Hi, I’m Hank Overfelt, and I’m a financial advisor based in the Omaha area. I hold several licenses, including Life & Health, SIE, Series 6, 63, and 65, which enable me to provide a wide range of financial services to my clients. I graduated from Creighton University with a degree in Economics and a minor in Theology, which gives me a unique perspective when helping people plan for their futures.
Before diving into finance, I spent a year assisting clients with their home theater systems, from simple installations to complex setups costing over $50,000. This experience taught me the importance of understanding client needs and delivering exceptional service. My primary goal is to help provide my clients with some peace of mind, knowing that their retirement plans are in capable hands. I pride myself on being personable yet professional, taking the time to get to know my clients and their families. I believe that understanding their interests and goals—whether it’s family vacations or long-term aspirations—helps me tailor financial strategies that truly fit their lives. I’m deeply involved in my community as a member and ambassador for the Ralston Chamber of Commerce, and I also enjoy participating in activities at Reality Church in La Vista. In my free time, I love golfing and going on trips, whether it’s fishing adventures or exploring our country’s beautiful National Parks. I look forward to working with you and helping you achieve your financial goals! Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business
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