Team
Partners
Clint J Eikmeier, CPA
Partner
4025025701
Clint graduated from Midland University with a B.S.B.A. Degree majoring in Accounting and Economics in 2004. Clint is a Certified Public Accountant and has been in the industry for 7 years before joining Trusted Wealth Partners.
Jim Lammers, CFP®, CLU, ChFC®, BFA
Partner
402-502-5701
Jim specializes in working with successful individuals and small business owners who are in or nearing retirement. He provides personalized investment, insurance, and retirement planning services to his clients. Jim obtained the...
Mark Slattery, CFS
Partner
402-502-5701
Mark has worked in the field of wealth planning since 1991. He holds a B.S.B.A. degree in Finance from Creighton University and is a member of the Institute of Business and Finance. He also serves on the Cystic Fibrosis Board in Omaha...
Matt Peters, CFP®, MBA, CRPC®
Partner
402-502-5701
Specializing in retirement planning and post-retirement income strategies, Matt works with his successful individual and small business owner clients to create and implement financial and investment plans specific to their unique
Nathan Brobst
Associate Partner
Support Staff
Bea Lammers
Executive Assistant
402-502-5701
Bea has over 15 years experience in the financial services industry. As the Office Manager, Bea provides ongoing personal service to the clients, and is responsible for the day to day operations of the office. She is also instrumental...
Jill Peters
Client Relationship Specialist
402-502-5701
Jill is a valuable team member of Trusted Wealth Partners serving as a client relationship specialist. She has been in the financial services industry for over 18 years, 8 of which were working at the Securities America home office...
Julie Slattery
Client Service Specialist
402-502-5701
Julie joined CaseSlattery Wealth Partners in 2009. She has a Bachelor’s Degree in Business from the University of Iowa and uses her outstanding interpersonal and task management skills to support our clients and staff in day to...
Kim Samuelson
Operations Specialist
402-502-5701
Kim joined our team in the summer of 2013 and is currently serving as Office Manager for Matt and helps Jill with the day to day operations of the office. She is instrumental in ensuring client account paperwork and service requests.