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Justin Gibson is the president and founder of Silverleaf Wealth Management, a financial services company in Omaha, NE. Justin began his career as a financial advisor with Waddell & Reed in 2004. Justin earned the Accredited Wealth Management Advisor designation in 2006 and has a strong emphasis on helping higher net-worth clients and business owners pursue their dreams the most efficient way possible. In 2015, Justin and his team branched away from Waddell & Reed to join LPL Financial and formed Silverleaf Wealth Management. Justin received numerous awards while at Waddell & Reed, including the President’s Council in 2010, 2011 & 2015. The President’s Council is named annually based on an analysis of investment, insurance, and financial planning sales generated by the advisor. In addition to his recognition through work, Justin also serves on the Knights of Ak-sar-ben Floor Committee and is involved with Project Harmony and numerous other local charities. Justin and his wife, Erica, met while attending high school in Omaha and she is a Physical Therapist at Methodist Hospital. They have two children, Audrey Kate (born 2011) and Grant James (born 2013). In his free time you can probably find Justin on the golf course or working in his garage. He is also an avid aviation enthusiast and obtained his Private Pilot License in 2008. 12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 SILVERLEAFWEALTH.COM Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Silverleaf Advisor Group, a registered investment adviser. Silverleaf Advisor Group and Silverleaf Wealth Management are separate entities from LPL Financial. THE ART OF INVESTED RELATIONSHIPS Justin M. Gibson, AWMA ® President 402.452.3464 [email protected] 2020 LPL Chairman’s Council 2018-2019 Forbes Best-In-State Wealth Advisor * 2017-2019 Forbes Top-250 Next-Gen Advisor ** 2018-2019 LPL Chairman’s Club 2016-2017 LPL Patriot’s Club 2015 LPL Director’s Club * 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.

12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 … · 2020. 2. 24. · 12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 SILVERLEAFWEALTH.COM Securities offered

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Page 1: 12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 … · 2020. 2. 24. · 12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 SILVERLEAFWEALTH.COM Securities offered

Justin Gibson is the president and founder of Silverleaf Wealth Management, a financial services company in Omaha, NE. Justin began his career as a financial advisor with Waddell & Reed in 2004. Justin earned the Accredited Wealth Management Advisor designation in 2006 and has a strong emphasis on helping higher net-worth clients and business owners pursue their dreams the most efficient way possible. In 2015, Justin and his team branched away from Waddell & Reed to join LPL Financial and formed Silverleaf Wealth Management.

Justin received numerous awards while at Waddell & Reed, including the President’s Council in 2010, 2011 & 2015. The President’s Council is named annually based on an analysis of investment, insurance, and financial planning sales generated by the advisor. In addition to his recognition through work, Justin also serves on the Knights of Ak-sar-ben Floor Committee and is involved with Project Harmony and numerous other local charities.

Justin and his wife, Erica, met while attending high school in Omaha and she is a Physical Therapist at Methodist Hospital. They have two children, Audrey Kate (born 2011) and Grant James (born 2013). In his free time you can probably find Justin on the golf course or working in his garage. He is also an avid aviation enthusiast and obtained his Private Pilot License in 2008.

12801 Pierce Street, Suite 100 Omaha, NE 68144 402.934.7200 SILVERLEAFWEALTH.COM

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Silverleaf Advisor Group, a registered investment adviser. Silverleaf Advisor Group and Silverleaf Wealth Management are separate entities from LPL Financial.

THE ART OF INVESTED RELATIONSHIPS

Justin M. Gibson, AWMA® President

402.452.3464 [email protected]

2020 LPL Chairman’s Council† 2018-2019 Forbes Best-In-State Wealth Advisor*

2017-2019 Forbes Top-250 Next-Gen Advisor**

2018-2019 LPL Chairman’s Club†

2016-2017 LPL Patriot’s Club† 2015 LPL Director’s Club†

*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.