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Meet The Team

Your Multigenerational Financial Team

Omaha Wealth Management brings together long-standing experience, specialized credentials, and next-generation perspective to help clients plan beyond the questions right in front of them. Our team works collaboratively across retirement income, tax strategy, investment management, estate planning, and family priorities, so your financial life can be guided with continuity and care. Whether you are preparing for retirement, running a business, or thinking about the next generation, you have a team beside you that is built to stay involved for the road ahead.

Michael Stutzman

Michael Stutzman, CFP®, CHFC®, CLU®, RICP®, CPWA®

Certified Financial Planner®

402-347-5377

402-999-0165

Robert Stutzman

Robert Stutzman, CFP®, RICP®

Certified Financial Planner®

402-339-9090

402-999-0165

Tandon Dorn

Tandon Dorn, CFP®, CHFC®, RICP®, TPCP®

Certified Financial Planner®

402-347-5379

Dominic Carnazzo

Dominic Carnazzo CFP®

Certified Financial Planner®

402-339-9090

Anne Scheiblhofer

Anne Scheiblhofer

Licensed Sales Assistant

402-339-9090

Kyle Stevens

Kyle Stevens, CFA®

Sales Assistant

402-339-9090

Credentials That Back Our Commitment to You

At OWM Inc., we believe sound advice requires more than experience — it requires deep knowledge. That’s why our team has pursued some of the most respected credentials in the financial industry, ensuring you receive guidance that is both sophisticated and practical.

CFP®
Certified Financial Planner™

The gold standard for financial advisors, requiring rigorous training across retirement, investments, tax, and estate planning.

CFA®
Chartered Financial Analyst®

The premier investment credential, focused on deep expertise in portfolio management, financial analysis, and ethical standards.

RICP®
Retirement Income Certified Professional®

Advanced expertise in building reliable, tax-efficient retirement income strategies.

ChFC®
Chartered Financial Consultant®

Comprehensive education in financial planning, including insurance, investments, and estate strategies.

CLU®
Chartered Life Underwriter®

Specialized designation in life insurance planning, risk management, and estate transfer solutions.

CPWA®
Certified Private Wealth Advisor®

Advanced credential for serving high-net-worth clients, focusing on complex wealth transfer and tax issues.

TPCP®
Tax Planning Certified Professional™

Specialized tax training focused on lifetime tax minimization strategies.

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How We Work

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Who We Serve

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Let’s talk through where you are today and how we can help you on the road ahead.

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