Partnering Together for Your Financial Future
When it comes to your financial wellbeing, it’s our calling to help you find security and peace of mind. We’ve made it a point to nurture a team of dedicated and knowledgeable experts who work relentlessly to serve your best interests. Our clients and team members become our close friends as we work together to improve all areas of our clients’ lives—both financially and emotionally.
Here’s why you can trust us to lead you well in every stage of life:
Ludacka by the Numbers
Years of Combined Team Experience in the Financial Industry
States with at least one Ludacka Wealth Partners client
Community organization that we financially supported last year
Paul Ludacka is the founder and fearless leader of Ludacka Wealth Partners. If you ask Paul the secret to his success throughout his 25-year career with Northwestern Mutual, he’d say: Relationships. Life is ALL about relationships. Paul has spent his career intentionally building amazing relationships with amazing people.
Since 1997, Paul & Ludacka Wealth Partners are honored to have received the recognition of five-time Top 20 Financial Advisor in Northwestern Mutual; 17-time FORUM qualifier, including the past 13 straight years; and a four-time Top 10 5-Star Pathfinder. For three consecutive years (2021-2023), Forbes Magazine named Paul Ludacka a Top 20 Financial Security Advisor within the U.S. and No.1 Best in State for Nebraska.
Paul and his extraordinary wife, Sarah, are raising five beautiful children: Four “bad” boys and one perfect little girl. Their two oldest, Jacob and Will, are studying hard at Grand Canyon University, working for a master’s and undergraduate degree, respectively. Meanwhile, their daughter, sweet Ellie Mae, recently started at Texas Christian University as a freshman. Their two youngest sons, Luke and Joshua, are both in high school, excelling in the classroom and athletics.
Acts 20:35 says, “it is more blessed to give than to receive,” and we believe we’re blessed to be a blessing to others. Paul, his family, and Ludacka Wealth Partners are actively involved in serving the Omaha community and partnering with charitable organizations worldwide, including The Open Door Mission, ABIDE, Planet Water, Youth For Christ, The Navy SEAL Foundation, Children’s Hospital Omaha, and Folds of Honor.
Paul unapologetically loves his country, loves his family, and loves his Lord and Savior, Jesus Christ.
Forbes Top Financial Security Professionals list (July 2023, July 2022, October 2021). Research and ranking provided by SHOOK Research. Based upon data as of December 31 of the previous year. Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
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 J Spiess AWMA®
Private Wealth Advisor
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.
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.
Bryan Botkin joined Ludacka Wealth Partners in June 2023 as Financial Planning Analyst. In this role, he assists in case prep, recording client meeting minutes, data transcriptions, and anything in between to best support our firm’s advisors in providing excellent service. Bryan is passionate about doing whatever it takes for his teammates and our clients.
Bryan’s prior professional experience includes business analytics at NCITE, a counterterrorism research center located at the University of Nebraska-Omaha. He has also held manager roles in the food service and transportation industry.
A recent UNO graduate, Bryan achieved a Bachelor of Science in economics, a Bachelor of Science in Business Administration with a concentration in management, and a dual minor in math and Spanish during Fall 2021. He secured his master’s degree in economics during the Summer of 2023. Bryan has also earned the honor of summa cum laude for all his degrees.
Outside work, Bryan enjoys playing tennis and the piano, cooking, and caring for the 15 fish in his 55-gallon aquarium.
Our team offers 123 years of combined experience, and we’re committed to constant growth so we can serve you with the superior knowledge and insight you deserve. Some of our advanced designations include:
As a CFP®, we’re legally obligated (and privileged) to serve our clients’ best interests in everything we do. Professionals with this designation must uphold the CFP Board’s standard of the “Four E’s”: education, examination, experience, and ethics.
CLU®s undergo an extensive education and training process regarding life insurance planning concepts, law, and underwriting. Professionals with this designation possess insight that enables them to guide clients through the risk management, insurance, and estate planning process.
The ChFC® course teaches advisors about a broad range of planning concepts, enabling our team to serve clients with diverse needs and goals. With this designation, we offer knowledgeable insight about special needs planning, portfolio management, risk mitigation, tax planning, and other specialized strategies.
Strategic investment management is a crucial component of comprehensive planning, and we’ve studied and practiced valuable skills to help you reach your goals. CFA®s undergo training and examination in investment analysis, asset valuation, and other investment principles to provide superior portfolio management.
With an MBA, our expertise extends beyond your immediate financial world. We provide insightful guidance for business planning and possess strategic problem-solving skills to help you navigate every decision with confidence.