Established in 1995, Financial Brokerage is a leading independent insurance brokerage firm located in Omaha, Nebraska. Large enough to offer all the services you would expect and more, but small enough where you’ll never feel like you’re just a number. Financial Brokerage represents the top insurance carriers in the industry for Life, Fixed Annuity, Long and Short-Term Care, Disability, and Medicare Supplement product lines. When you work with Financial Brokerage, expect excellent service from your product-specific sales manager as well as from your dedicated case manager. You’ll value the personal relationship our experts will develop with you as well as our adoption of state of the art technology, bucket-list incentive trips, product and sales training, and many other programs designed for you, the independent agent.
Leadership Team

Ed began his insurance career in 1997 when he started with Financial Brokerage as Controller. He soon took over as CFO and acquired a minority interest in the company in 2004. He purchased the remainder of the company in 2016. Ed is a CPA and besides his insurance licenses, maintains a series 65.

Tim has twelve years of experience in increasingly responsible roles in the industry, most recently as Regional Sales Director for Mutual of Omaha where he was responsible for recruiting, selecting, coaching, and the development of agency managers. Tim’s licenses and designations include Series 7 and 66, AHIP-Disability Income Associate, and Life Underwriter Training Council Fellow.
Have questions? Contact your team member today.
Life
Brian Leisingext 3371 Direct: (402) 334-6323 bleising@fb-inc.com
David J. Storckext 6309 Direct: (402) 334-6309 dstorck@fb-inc.com
Annuity
Jim Guynan ext 3132 Direct: (402) 334-6326 jguynan@fb-inc.com
LTC, DI, and Medicare Supplement
Leonard Berthelsen ext 6317 Direct: (402) 334-6317 lberthelsen@fb-inc.com
Contracting
Shelly Whitaker Director of Operations
Direct: (402) 334-6327 licensing@fb-inc.com
Case Management | New Business
Jane Pullum New Business Team Lead | ext 3415 jpullum@fb-inc.com
Denise McHenry Life Case Manager | ext 3306 dmchenry@fb-inc.com
Patty Tarrence Life Case Manager | ext 6315 ptarrence@fb-inc.com
Annette Jacks Underwriting Supervisor/Case Manager | ext 3376 ajacks@fb-inc.com
Underwriting
Annette Jacks Underwriting Supervisor/Case Manager | ext 3376 ajacks@fb-inc.com
Commissions
Candace Holtappext. 3419 choltapp@fb-inc.com
Senior Systems Analyst
Keith Schuler
ext. 6334
kschuler@fb-inc.com
Supply
Supply
fax:(402) 334-6301
supplies@fb-inc.com