Financial Advisor
Sam Heveroh
sam.heveroh@mutualofomaha.com
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
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Please note Insurance Agents* who are not securities licensed will not be listed on this site.
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
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Help
young families protect their family and property
in case of an unexpected and potentially devastating disability or death.
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Help
professionals plan for a long retirement,
so they don’t run out of money yet still have the lifestyle they desire.
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Help
those close to retirement prepare for the effects of healthcare expenses
including long-term care and unexpected illnesses.
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Help
small business owners protect their life’s work
for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
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Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
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After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
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Once we've set out together we'll keep the conversation going and adjust the course as necessary.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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