Sales and Client Service, Westwood Trust — Omaha

Stacie Neussendorfer, J.D., CFP®

Vice President, Private Client Advocate

402.361.2021

sneussendorfer@westwoodgroup.com

Ms. Neussendorfer joined Westwood in December 2013 with over thirteen years of experience serving high net worth families, executives and professionals through the delivery of estate planning and wealth advisory services.  Prior to joining Westwood, Ms. Neussendorfer was a Senior Wealth Advisor and the Director of Financial Planning for an Omaha firm where she was responsible for the design and implementation of high net worth planning strategies for the firm’s clients with a particular focus on taxes, insurance and estate planning.  In addition, Ms. Neussendorfer served eight years as a Vice President and Trust Officer with Great Western Bank in Omaha and spent five years as a practicing attorney.  Ms. Neussendorfer earned her B.A. in Political Science and her Juris Doctor from the University of Nebraska at Lincoln.  She is a graduate of the Trust and Financial Services School from the Nebraska School of Banking and a graduate of Leadership Omaha Class 28.  She has also earned the CERTIFIED FINANCIAL PLANNER ™ designation and is a Registered Securities Representative and Investment Advisor (FINRA Series 7, 6, 63 and 65). In addition, Ms. Neussendorfer is active in several community organizations.  She serves on the Executive Committee for the Omaha Go Red for Women Event and is a member of the Omaha Chapter of the Circle of Red.  She is a member of the Omaha Estate Planning Council, the National and Omaha chapters of the Society of Financial Service Professionals, the Leadership Omaha Alumni Association and the Nebraska Bar Association.  In 2010, she was recognized as the Outstanding Career Professional for 2010 by the Metro Omaha Women’s Business Center.