At Ludacka Wealth Partners, our team has over 100 years of combined industry experience dedicated to supporting you. Our balanced approach incorporates insurance, investments, estate analysis, and wealth transfer. We collaborate with you to efficiently implement your strategy. Ludacka Wealth Partners is with you every step of the way.
If you were to ask Paul about the secret to his success throughout his career at Northwestern Mutual, he'd say one thing, “Relationships. Life is ALL about relationships.” Paul has spent his life and career being intentional about building amazing relationships with amazing people. Since 1997, Paul and his team at Ludacka Wealth Partners have been focused on building those valuable relationships with their clients through each stage of their financial future by creating a plan toward stability, clarity, and a peace of mind.
“We care about your financial well-being, your dreams, your plans, your future, and most importantly, we care about YOU! At Ludacka Wealth Partners our responsibility and privilege is to listen, design, and build with your unique goals in mind. Our goal is that you look back in 20 or 30 years and say, “Working with Ludacka Wealth Partners is one of the very best decisions we’ve ever made.””
- Paul Ludacka, CLU®, ChFC®, CFP®
Paul and his wife, Sarah, are raising five beautiful kids: four "bad" boys and one perfect, little angel. Paul often says, “we are blessed to be a blessing,” as he, his family and his team strive to serve others. Together they are actively involved with charitable organizations worldwide including: The Open Door Mission, Abide Ministries, Planet Water, Youth For Christ, The Navy SEAL Foundation, Family First, and World Vision.
Reem Rawashdeh joined Ludacka Wealth Partners in 2019 as Private Wealth Advisor. She brings an extensive history of helping high-net-worth families and foundations plan for their future and achieve security. Her top goal is to manage finances as efficiently as possible by partnering with clients to address their needs and customize their solutions. Reem is proud to be part of our firm, as she shares many common values such as integrity, purpose, and, most importantly, relationships.
Starting in the financial industry as an equity analyst in Switzerland, Reem later transitioned into portfolio and relationship management at Wells Fargo and U.S. Bank.
Reem earned an MBA from the International University of Geneva, Switzerland, and the CFA, CMT, and AWMA charters. She is also a member of the CFA Institute and Secretary of the CFA Society Nebraska.
Reem has traveled and lived in several countries across Europe and the Middle East and speaks multiple languages. She moved to Omaha from Italy and is grateful for how the community has welcomed her and her family. Reem is also a proud supporter of various charitable organizations, she is a member of the Finance Committee for Girls, Inc., and a member of the Advisory Committee for the Salvation Army.
Outside of work, she balances her life by spending quality time with her family and supporting their love of sports and school. Her hobbies include traveling, skiing, horseback riding, and the beach.
David Spiess joins Ludacka Wealth Partners with over a quarter-century of experience helping high net worth families manage and protect their wealth. He excels at financial planning implementation with the ability to communicate complex concepts and ideas in a way that is relatable and understandable.
Prior to his current role, David worked at Charles Schwab for 25 years.
David began his career in Phoenix and settled in the Omaha area in 2003. He feels strongly that what our weather lacks in temperature each winter (as compared to Arizona) is more than compensated by the openness, values, and warmth of the people in Omaha.
When not working with clients, David and his wife, Anne, and sons, Gabriel and Alexander, enjoy spending time at home, cooking, traveling, and going to the movies.
Jared Rohrer joined Ludacka Wealth Partners in 2010, bringing a high-level skill set to our firm. As Director of Investment Services, Jared is responsible for onboarding clients, including maintaining an efficient system for our clients’ account follow-up and servicing. He also prepares reports, assists in analyzing our clients’ portfolios, and primarily supports our 401(k) business. He thrives on the highly analytical work he does for our firm, and with his engaging personality, he is a tremendous asset in client meetings, as well.
Jared graduated with a bachelor’s degree in business administration and sport management from Nebraska Wesleyan University. He earned his MBA from the University of Nebraska-Omaha.
In his free time, Jared is passionate about Habit for Humanity and Youth For Christ and serving whenever he can.
Jared and his wife, Taylor, have two children and enjoy spending any free time with family and golfing when they can. He also loves catching a movie when possible and is a huge Nebraska Husker football fan.
Jeovany Zelaya joined Ludacka Wealth Partners in April 2021 as Director of Investments. His responsibilities range from market analysis and investor education to managing a robust growth strategy. He works with our investment team in managing client portfolios and communicating the firm’s investment philosophy and process.
You’ll find Jeovany around the office reading annual 10ks, prospectus on funds, and white papers on financial planning and investment planning best practices. He loves sharing with our clients and his fellow team members the latest and greatest of the financial world.
Jeovany was previously the Head of Due Diligence at Orion Portfolio Solutions, conducting due diligence on money managers across different asset classes and regions. Before this role, he was at CLS Investments and worked as a client portfolio manager communicating with financial advisors on the firm’s investment strategies. He also worked as an investment analyst on an international and income fund that managed over $1B in assets.
Jeovany earned his MBA from the University of Nebraska-Omaha and a Bachelor of Business Administration from the University of Houston, majoring in marketing and minoring in finance, and he is a CFA charterholder.
Beyond work, Jeovany enjoys time with his family, traveling, reading, and competing in Spartan Races.
Kurtis Kammerer joined Ludacka Wealth Partners in 2013. Starting as an intern, he has spent 10 years with our firm and most recently acts as Director of Operations. Kurtis helps oversee client service, insurance operations, and retirement planning. His work for the team adds diversity to clients’ financial planning and wealth management portfolios by providing plans that help protect income and a family’s financial future. Kurtis’ unfailing work ethic and unmatched attention to detail make him highly respected and integral to our firm.
Kurtis regularly helps our clients understand that life insurance isn’t only beneficial for its death benefit but also for tax efficiency and collateral benefits. His expertise is vital in helping our clients see how life insurance can and should play a role in their overall financial planning.
Kurtis earned his bachelor’s degree in finance from the University of Nebraska-Omaha.
Outside of work, Kurtis enjoys spending time with his wife, Maddy, and their son, John. He also loves woodworking and is a Husker fan. Recently, he built his own workshop and enjoys making furniture for friends and family.
Brett Jackson joined Ludacka Wealth Partners as Director of Strategic Development in 2020. He focuses on strategic planning, operations, finance, human resources, and the firm’s philanthropic ventures.
Brett brings over 30 years of experience in financial, operating, and human resources leadership roles in various industries, including banking, real estate, recruiting, public accounting, and private equity. Brett graduated from Iowa State University with a bachelor’s degree in finance and economics.
With a passion for developing young people, Brett has served for 17 years on the board of the Suburban Athletic Association and was a 25-year volunteer classroom instructor for Junior Achievement. He also joined the board of the Cystic Fibrosis Foundation in 2022.
Brett and his wife, Amy, are active parishioners at St. Vincent de Paul Catholic Church and have raised five children, who are now scattered coast to coast. In his spare time, he is an avid reader, enjoys traveling in the U.S. and Europe, faithfully follows his pro and college sports teams, and collects vintage baseball cards.
Maelyn Wisch joined Ludacka Wealth Partners in February 2023 as Director of Marketing and Communications. She manages the firm's overall brand representation and digital presence, including social media channels, communication efforts, client appreciation and community events. She also designs all marketing assets. Maelyn's ultimate focus is to ensure our current and prospective clients can connect to the heart of our firm.
With a decade of marketing and communications experience, Maelyn comes to our team with a background in various industries ranging from higher education to fine art to tech and even to Olympic sports. Most recently, she was the director of marketing for a digital news start-up seeking to provide unbiased journalism.
Originally a Georgia Peach, Maelyn achieved her Bachelor of Fine Arts from Savannah College of Art and Design (SCAD), where she majored in photography and minored in writing.
When not at the office, Maelyn is soaking up quality time with her husband, Jonah, which usually entails pushing each other at their CrossFit gym or enjoying a compelling TV show snuggled up to their 14-year-old Chihuahua, Camo. Maelyn also enjoys caring for her 24 (and counting!) plants, unplugging with a challenging puzzle, and painting a beautiful landscape in her free time.
Luis Rodriguez initially joined Ludacka Wealth Partners in 2022 as an intern. Less than six months later, he transitioned to a full-time position as Financial Planning Analyst. He is a key contributor to our meeting preparation, case notes, and client documentation, and he helps maintain our database. Luis provides an additional service to our clients by bolstering our overall efficiency in preparing financial plans. He also brings energetic energy to our team culture and shares a unique perspective, as he was born in Cuba and raised in Nebraska.
Luis earned a dual bachelor's degree in mathematics and economics from the University of Nebraska-Omaha.
Outside of work, he and his fiancé, Madi, care for their two Australian shepherd puppies, Archie and Penny. He enjoys spending time with his family, watching TV shows, playing with his dogs, and cheering on his favorite NBA team, the Miami Heat.
Carsten Murgas joined Ludacka Wealth Partners as an intern in May 2022, and by the fall, he transitioned to the full-time role of Financial Planning Analyst. Like his teammates, Carsten is passionate about helping our clients achieve financial freedom and live out their dreams. His primary responsibility is to assist and learn from our lead advisors. His specific duties include helping build client case prep, running financial blueprints, and ensuring the execution of each client's needs.
Carsten is a proud Chicago native. He moved to the Big O to attend Creighton University, where he recently graduated with a degree in Financial Planning.
Outside the office, Carsten loves spending time with his college sweetheart, Kiara, and binging on sports. He is a self-proclaimed "sports junky" and loves to attend live games whenever given the opportunity. His favorite sports to watch are soccer, football, and basketball. His favorite teams to cheer on include Arsenal FC, the Chicago Bears, and, of course, the Creighton Bluejays. Carsten also enjoys working out and living a healthy lifestyle.
Grant Cole joined Ludacka Wealth Partners in May 2023 as Financial Planning Analyst. He brings to the team a detail-oriented work ethic and high level of precision. Grant is critical in helping us consistently meet our clients' needs. From taking case notes in meetings to sending follow-ups, he assists our advisors and operations personnel in providing top-notch service.
Grant graduated from the University of Nebraska-Omaha (UNO) with a Bachelor of Science in economics and mathematics. While at UNO, Grant was an active member of the UNO Jazz Program and Economics Club. He worked as a mathematics tutor and as an underwriting assistant at Berkshire Hathaway Homestate Companies (BHHC).
Outside of work, Grant enjoys spending time with his family and friends, playing golf, listening to music, and practicing the trumpet.
Angie Overby joined Ludacka Wealth Partners in March 2023 as Office Manager. In this role, she coordinates day-to-day activities within the office, ensuring the client experience is smooth and that we always acknowledge each client milestone and celebration. She also helps manage the team’s compliance and assists marketing with event planning coordination. Ultimately, Angie supports the entire firm by filling in the details wherever needed, which has led to her nickname of ‘Team Mom.’
With a diverse team management and event planning background, Angie brings 25 years of experience to our practice. She has led teams of 20 to 225 and a territory of 17 states. Her prior roles include overseeing blood banking regulated and non-regulated training, compliance management, soft skills training, leadership development, and general project management.
Angie attended the University of Nebraska-Omaha and graduated from the University of Phoenix. She also achieved a graduate certificate in project management from George Washington University. Her other certifications include Predictive Index, Achieve Global, and Strength Deployment Inventory.
She also has a passion for supporting charities, mainly benefiting kids. Angie has served on the Children’s Hospital Friends Board and The Stephen’s Center Guild Board. She was also actively involved in her daughter’s elementary school, including being the PTO President and three-time Olympic Day Co-Chair.
Outside of work, Angie enjoys spending time with her daughter, Elizabeth, her extended family, and friends. She also likes exploring the grand outdoors, supporting athletic events, working out, and traveling. On occasion, you can find her binging a good TV show.