Broker Check

We have exciting news to share!

November 03, 2017
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We are excited to announce Case Slattery Wealth Partners and Lammers & Peters Wealth Plan are merging effective November 1st, 2017. After careful consideration and a thorough due diligence process, we firmly believe the merger of our two firms will be a positive change for you and all of our valued clients. Mark Slattery, Shannon Case, Jim Lammers and Matt Peters, bring over 100 years of combined industry experience to the new firm. You can expect us to maintain and enhance the high level of service and care you have come to expect from us over the years. Also, please know that our support staff of Kim Samuelson, Bea Lammers, Jill Peters, Barb Sullivan and Julie Slattery, will also be joining our new, larger team. Our new firm name is Trusted Wealth Partners and all of us will continue our affiliation with our broker/dealer, Securities America, Inc. Below is our new office location and contact information:

Office Address: 16934 Frances Street Suite 201
Omaha, NE 68130

Office Phone: Main: 402-502-5700 ∙ Toll Free: 866-491-5700  (No changes)

E-mail: Mark@TWealthPartners.com   Shannon@TWealthPartners.com
Matt@TWealthPartners.com    Jim@TWealthPartners.com

Please know that your relationship with us will not change, only our location. There will be no change to the administration, custody or management of your account by Matt, Jim, Mark or Shannon, and no action is required on your part. We are excited for what is on the horizon and appreciate your partnership and trust. We look forward to helping you remain focused on your financial independence.

Again, we look forward to our continued partnership. As always, should you have any questions, please let us know.