Omaha, NE
H: 48°
L: 33°
40°
Omaha, NE
H: 48°
L: 33°
40°
November 24, 2009
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"I am extremely pleased to be recognized again as one of the 150 Best Financial Advisers for Doctors. Our entire staff is committed to providing outstanding service to our clients while assisting them in their financial affairs," said Michael Karstens, president of Karstens Investment Counsel. Michael Karstens has over twenty-five years of investment planning experience. He founded Karstens Investment Counsel in 1993 as a fee-only investment advisory firm and is a member of NAPFA, the nation's leading fee-only advisory organization. He is a Certified Financial Planner and holds the AIFA®designation. Karstens was named one of Mutual Funds Magazine's "100 Great Financial Planners". Karstens's firm specializes in wealth management and fiduciary care, and strives to provide clients with expert investment advice and exceptional personal service. The firm was recently selected as one of "The Most Dependable Wealth Managers in the Central U.S" by Goldline Research as featured in Forbes Magazine. Advisers who were selected for the list are credentialed and have a depth of knowledge about a broad range of financial issues and specialize in the medical field. In addition, advisers were checked against the national databases of the Securities and Exchange Commission and Financial Industry Regulatory Authority to confirm that they are in good standing.
The Lund Co.'s Property Management Department accepted Energy Star Re-certification awards for two managed properties: Terrace Plaza, located at 11414 W. Center Road; and Plaza of the Americas, located at 7171 Mercy Road. The awards were presented by the Omaha Public Power District at the Regency Court Mall on November 12. The properties received the initial Energy Star Designation awards in 2004 and 2005 respectively. The Lund Co. has consistently been working closely with OPPD to implement energy saving upgrades resulting in overall utility savings for their clients. According to the U.S. Environmental Protection Agency and the U.S. Department of Energy, Energy Star buildings cost less to operate and improve the quality of our environment. The Lund Co. manages three of twenty-four Energy Star buildings in Nebraska. 
"We are excited about our second Nebraska office location," said Ken Bartholomew, president of American Courier. "It is representative of our growing business, and our commitment to our client base." Bartholomew went on to say "our new Omaha office will join the other American Courier offices and warehouses located throughout the Rockies and Midwest areas by being a secure full time service facility where our clients will have access to the multitude of delivery solutions offered by American Courier." The new office will focus on serving clients located in eastern Nebraska, western Iowa and northern Kansas. The new Omaha office is located at 9840 S. 140th Street in Omaha. American Courier, founded in 1946 is a leading full service transportation firm offering customer a full suite of delivery options including courier, cargo, truck and logistical solutions throughout the Midwest and Rocky Mountain areas.
Carson Wealth Management Group has announced that Danny Noonan has earned an MBA from Columbia Southern University with concentration in e-business and technology. This will allow Noonan to gain a wide-ranging insight of current and emerging investment issues in business transactions over electronic mediums. With 10 years in the investment industry, Noonan's experience includes holistic wealth management for successful, executives, business owners, professional athletes and affluent individuals. Noonan graduated from the University of Nebraska with a Bachelor of Science. He has earned the Chartered Mutual Fund Counselor (CMFC) designation and holds securities registrations 7, 63, and 65 with LPL Financial, as well as Life Insurance licenses. Carson Wealth manages or has under advisement over $2 billion dollars in client assets. Barron's has consistently named Ron Carson and his team one of the top independent advisors in the nation. (Factors considered in the Barron's rating include assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work.) Securities offered through LPL Financial Member FINRA/SIPC and an investment adviser.
Werner Global Logistics Australia Proprietary Limited extends the company's logistics services to the domestic Australia market by offering freight forwarding, logistics, local transportation and distribution services. The primary Australian service areas include the most densely populated markets of Melbourne, Sydney and Brisbane. 
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Kenneth F. Patry and Phil L. Dudley, III of Patry, Fisher & Dudley, P.C., Certified Public Accountants, announce the addition of two key personnel.
Joe Hartnett has joined the firm as a shareholder and will head up the firm's Consulting and Advisory Services. Hartnett brings 30-plus years of business experience to the firm; the first 17 years of which were in public accounting, followed by 16 years in the private sector in CFO and senior management positions. He has extensive experience in all aspects of mergers and acquisitions, financial management, profitability maximization, and financing, as well as accounting, financial reporting, and strategic planning expertise.
Kathleen Shaw has also joined the firm as a senior manager, Taxation Services. Shaw is a 1977 graduate of Wichita State University with a major in accounting, and has extensive experience in the areas of taxation, planning, budget and financial analysis. She is a member of the American Institute of Certified Public Accountants and the Nebraska Society of Certified Public Accountants.
Mutual of Omaha has announced the promotion of Scott Herchenbach to senior vice president, Retirement Plans Division. In this role, Herchenbach will manage all aspects of the company's Retirement Plans Division, including sales, marketing, client services, operations, product development and investments. Herchenbach joined Mutual of Omaha in 1992 as an actuarial assistant. During his 17 years at Mutual, he earned numerous promotions and has worked with a variety of product lines. He most recently served as vice president and actuary, Retirement Plans Division, a position he held since 2003. Herchenbach earned a bachelor's degree in actuarial science from the University of Nebraska-Lincoln. He is a member of the American Academy of Actuaries and the Life Office Management Association and is a past president and current member of the Nebraska Actuaries Club. Herchenbach has also earned the professional designations of Member, American Academy of Actuaries; Fellow, Society of Actuaries; and Fellow, Life Management Institute. Mutual of Omaha is a full-service, multi-line organization providing insurance and financial services products for individuals, businesses and groups throughout the United States.
Patry, Fisher & Dudley, P.C., is located at 14104 "S" Street, Omaha. The firm offers a wide range of services including tax, audit, reviews and compilations, bookkeeping write-up, payroll, financial planning, retirement/ succession planning, estate planning, merger and acquisition consulting, business valuations, fraud prevention and detection, business entity selection, employee benefit plans, and IRS representation for both individual and business clients. The firm is a member of the Private Companies Practice Section and the Tax Section of the American Institute of Certified Public Accountants.
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