Jamie Werner Registered Associate
Jamie’s career with Heritage Financial Services began in 2002 when she started working with Casey Knake as a marketing coordinator. Her role evolved into insurance processing and she became the investment account assistant in 2007. Jamie provides exceptional service to both clients and advisors on all types of investment accounts.
Jamie graduated from Wayne State College with a Degree in Business Administration. She holds securities registrations 6,7 and 63 as well as her life and health insurance license. Jamie is a Registered Representative of Cetera Advisor Networks LLC. She is also a Notary Public. Jamie and her husband, Mike, are both from Norfolk and are proud to raise their daughter in the community.
Melissa Froehlich Registered Associate
Melissa graduated from Wayne State College with a bachelor’s degree in Finance and Human Resource Management. She joined Casey’s team in 2007 and services the life insurance, long term care, and disability insurance accounts. She holds her life and health insurance license as well as her Series 7 and 63 securities registrations. Melissa is a Registered Representative of Cetera Advisor Networks LLC.
Melissa is also a Notary Public.
Amanda Smith
Amanda joined our team in February 2020 as an assistant to Colby Conover. She brings with her over 15 years of customer service and client communications involvement as a long -term disability analyst for Mutual of Omaha.
Amanda works remotely for Ben and Colby, as she recently relocated back to Nevada to be closer to her family and where she was a previously licensed foster parent & CASA Volunteer. In her spare time, Amanda enjoys hiking, horseback riding, and volunteering for non-profit organizations.
Dacey Braunsroth
Dacey joined Heritage Financial Services in October of 2020. As an assistant to Tim Brungardt, Dacey processes the applications for life insurance, long term care, disability, investment and IRA’s. Dacey prepares documents for both the advisor and clients. She manages and updates client accounts and ensures client requests are processed in a timely manner.
Dacey grew up in Crofton, Nebraska, and now lives in Norfolk. She enjoys spending as much time with her family as possible.
Angela Corbett
Angela joined as the Director of Marketing in 2010. She enjoys communicating with clients daily to service accounts and requests. Angela is responsible for all direct contact with clients and future clients.
In addition to marketing, she focuses to ensure that clients experience a streamlined underwriting process from start to finish and serves as a liaison between the insurance companies and clients.
Angela holds a bachelor’s degree in Business from University of Nebraska at Omaha. She lives in Omaha with her husband John and three daughters. She is a past Sponsorship chairman on the board of the American Marketing Association, Omaha chapter. Angela holds her Life and Health insurance state licenses.
Kalli Kirshman
Kalli joined Heritage Financial Services in 2021. She is a sophomore at Clarkson College, majoring in Health Care Business Management and minoring in Medical Coding.
Kalli was born and raised in Omaha, and currently reside in Ralston with her boyfriend, Jamie, her bunnies Salem & Ash, and her cat Ramona. In her free time she enjoys reading, working out, and painting.
Mary Johnson
Mary joined Heritage Financial Services in 2016. She brings over 15 years of insurance and investment experience. She services the Omaha office with all new business and client servicing. She is a Notary Public.
Mary was born and raised in Omaha. She graduated from College of St Mary. After graduating cum laude, she began her career at Mutual of Omaha until her husband swept her away to Asia for his work. Upon returning to the USA, Mary decided to use her artistic talents and opened her own decorative painting business. Her decorations were enjoyed in several Street of Dreams homes over the years. Her experience running a business helped her to understand sales, investments, and client services. Mary and her family live in Omaha.
