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Carroll Office

Ann Slechta

Wealth Advisor

Kerri Trecker

Director of Operations and Client Service Associate

Take the first step towards financial success by scheduling a personalized consultation with our advisors.

Start Your Journey Today

Home Office

12801 Pierce Street, Suite 100
Omaha NE 68144

Hours:
Monday – Friday 8:00 AM – 5:00 PM

Get directions

Contact Info

Tel: 402-934-7200
Fax: 402-260-7073

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Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
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  • Gladstone Form CRS
  • LPL form CRS

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, A Registered Investment Advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**The Forbes ranking of the Top-250 Next-Gen Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

† Achievement is based on annual production among LPL Advisors only.

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