Financial Services | Omaha, Nebraska
Mary Korte
Director of Client Experience
Mary Korte finds passion in working with others to see goals accomplished.
She’s at the center of everything we do at Ellerbrock-Norris Wealth Strategies, and is foundational to putting the “service” in financial services. Mary lives and works in our Omaha, Nebraska, office, and graduated from the University of Nebraska at Omaha with a BSBA and a concentration in Marketing.
In her role, Mary is focused on making your experience as a client or prospect a lasting one. She delivers the “wow” factor in all her work, and she’s often the first point of contact for any planning-related updates.
IN MARY'S WORDS
“’What impact are you having?’
I grew up hearing my parents say those words often. Being able to leave a lasting, positive impact is a passion of mine and has been instilled into my thoughts and actions. Now today, it has translated to my work ethic and everyday life.
I love traveling and exploring new places near and far with family and friends.”
WHO WORKS WITH SETH?
Potential Clients
From the moment you walk in the door, Mary goes to working to make your experience a lasting memory. She’ll coordinate schedules, prep you and our team for the meeting, and be there if any questions pop up.
Current Clients
Where the financial advisors are often the coach, every team needs a coordinator who brings that vision into action. Mary is your go-to contact with questions and account changes.
Your Network
Have an estate planning attorney? CPA? Other advisors? Mary connects with your entire team to make sure everyone has a seat at the table when it comes to planning decisions – or helps assemble the team that is right for you if you don’t have one.
ABOUT ELLERBROCK-NORRIS WEALTH STRATEGIES
When it comes to finding a financial advisor in Omaha, Ellerbrock-Norris Wealth Strategies offers something a little bit differently. We are here to help you pursue your purpose. From “mind-mapping” out your goals in life (alongside your significant other) to navigating tax efficiencies, we are here for you. Learn more and get started today.
Connect with Mary
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