Mary A. Herzberg
- CIMA
- RICP
- Founding Partner
- Manager
Mary A. Herzberg
- CIMA
- RICP
- Founding Partner
- Manager
Founding Partner, Manager
Focus
Mary and her team believe that a relationship with a consulting approach empowers investors to make more informed decisions and their mission is to extend the consulting relationship beyond the normal investment experience.
Background and Experience
Mary leads Herzberg Olsen Wealth Management and has been in the securities industry since 1975. Mary has earned the designations of Certified Investment Management Analyst (CIMA®), from the Investment & Wealth Institute and the Retirement Income Certified Professional® (RICP®) from the American College, Bryn Mawr, PA. Mary believes the CIMA® designation denotes her commitment to integrity and continuing education in the field of investment management consulting and regarding the comprehensive services provided by financial advisors. Individuals who earn a RICP® learn about a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security and health insurance. Mary has served on various Broker Advisory Committees and Women Broker Advisory Boards. Mary is also a past president of the Nebraska Securities Industry Association (NSIA).
Away from the Office
Mary enjoys family time with her daughter, Marla, son-in-law Tony, and two grandsons. She enjoys traveling, quilting, and gardening. Mary’s passion is home design and decorating. She be found at estate sales most weekends, looking for special treasures for her home.
Mary is honored and humbled to be recognized by Forbes as one of the Top Women Wealth Advisors* in 2020 & 2022 and a Forbes Best-in-State Wealth Management Teams ** in 2023.
2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Insurance Licensed in the following states: AR Insurance Producer License Number 233487, AZ, CA Insurance License Number 0M60402, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Focus
Mary and her team believe that a relationship with a consulting approach empowers investors to make more informed decisions and their mission is to extend the consulting relationship beyond the normal investment experience.
Background and Experience
Mary leads Herzberg Olsen Wealth Management and has been in the securities industry since 1975. Mary has earned the designations of Certified Investment Management Analyst (CIMA®), from the Investment & Wealth Institute and the Retirement Income Certified Professional® (RICP®) from the American College, Bryn Mawr, PA. Mary believes the CIMA® designation denotes her commitment to integrity and continuing education in the field of investment management consulting and regarding the comprehensive services provided by financial advisors. Individuals who earn a RICP® learn about a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security and health insurance. Mary has served on various Broker Advisory Committees and Women Broker Advisory Boards. Mary is also a past president of the Nebraska Securities Industry Association (NSIA).
Away from the Office
Mary enjoys family time with her daughter, Marla, son-in-law Tony, and two grandsons. She enjoys traveling, quilting, and gardening. Mary’s passion is home design and decorating. She be found at estate sales most weekends, looking for special treasures for her home.
Mary is honored and humbled to be recognized by Forbes as one of the Top Women Wealth Advisors* in 2020 & 2022 and a Forbes Best-in-State Wealth Management Teams ** in 2023.
2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Insurance Licensed in the following states: AR Insurance Producer License Number 233487, AZ, CA Insurance License Number 0M60402, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Contact
Anthony 'Tony' Olsen
- RICP
- Founding Partner
Anthony 'Tony' Olsen
- RICP
- Founding Partner
Founding Partner
Focus
Tony believes that a relationship with a consulting approach empowers investors to make more informed decisions and their mission is to extend the consulting relationship beyond the normal investment experience.
Background and Experience
Tony has worked in the financial services industry since 2003. In 2008, he played a lead role in the mergers between three banks, which ultimately formed a $6 billion bank with 40 retail branches. This background strengthened his abilities for strategic planning, team building, process development and implementation. He started his career as a Financial Advisor with Wells Fargo Advisors in 2012. He joined his mother-in-law, Mary Herzberg, Founding Partner, Manager, and wife, Marla Olsen, Director of Client Relations & Operations, on the Herzberg & Olsen Wealth Management Group of Wells Fargo Advisors, which is now known as Herzberg Olsen Wealth Management. Tony has known Mary and Marla since 1992; they pride themselves as a family team and see their clients as an extension of their family. They believe their family dynamic gives them a deeper commitment to each other and their clients.
In 2014, Tony earned his Retirement Income Certified Professional® (RICP®) designation from the American College, Bryn Mawr, PA. Individuals who earn a RICP® learn about a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security, and health insurance. Tony also carries the Series 7 and Series 66 securities registrations, and an Insurance License.
Away from the Office
Tony enjoys spending time with his family and friends, camping, swimming, and just hanging out. Tony and Marla have two children, Aiden and Paxton. They are a lot of fun and Aiden has already said he is ready to join the family business, although he has a few years before he will be ready for that.
The associates at Herzberg Olsen Wealth Management are humbled to be honored as a Forbes 2023 Best-in-State Wealth Management Team*
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Insurance Licensed in the following states: AR Insurance Producer License Number 8845192, AZ, CA Insurance License Number 0M59188, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Focus
Tony believes that a relationship with a consulting approach empowers investors to make more informed decisions and their mission is to extend the consulting relationship beyond the normal investment experience.
Background and Experience
Tony has worked in the financial services industry since 2003. In 2008, he played a lead role in the mergers between three banks, which ultimately formed a $6 billion bank with 40 retail branches. This background strengthened his abilities for strategic planning, team building, process development and implementation. He started his career as a Financial Advisor with Wells Fargo Advisors in 2012. He joined his mother-in-law, Mary Herzberg, Founding Partner, Manager, and wife, Marla Olsen, Director of Client Relations & Operations, on the Herzberg & Olsen Wealth Management Group of Wells Fargo Advisors, which is now known as Herzberg Olsen Wealth Management. Tony has known Mary and Marla since 1992; they pride themselves as a family team and see their clients as an extension of their family. They believe their family dynamic gives them a deeper commitment to each other and their clients.
In 2014, Tony earned his Retirement Income Certified Professional® (RICP®) designation from the American College, Bryn Mawr, PA. Individuals who earn a RICP® learn about a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security, and health insurance. Tony also carries the Series 7 and Series 66 securities registrations, and an Insurance License.
Away from the Office
Tony enjoys spending time with his family and friends, camping, swimming, and just hanging out. Tony and Marla have two children, Aiden and Paxton. They are a lot of fun and Aiden has already said he is ready to join the family business, although he has a few years before he will be ready for that.
The associates at Herzberg Olsen Wealth Management are humbled to be honored as a Forbes 2023 Best-in-State Wealth Management Team*
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Insurance Licensed in the following states: AR Insurance Producer License Number 8845192, AZ, CA Insurance License Number 0M59188, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Contact
Marla Olsen
- Director of Client Relations and Operations
Marla Olsen
- Director of Client Relations and Operations
Director of Client Relations & Operations
Focus
Marla provides an interactive approach to the client relationship. If a working relationship is developed, she can work with you to help achieve your goals.
Background and Experience
Marla has been a vital part of Herzberg Olsen Wealth Management, formerly known as Herzberg & Olsen Wealth Management Group of Wells Fargo Advisors, since 1999. She is responsible for the daily organizational, operational, and servicing functions of the team’s business. She plays an integral part in helping maintain the Herzberg Olsen Wealth Management commitment to high standards. Marla carries the Series 7, Series 63 securities registrations, and Insurance License.
Marla began her career as a Client Associate with RBC Dain Rauscher, where she developed her fundamental investment knowledge. She joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2005, when the team moved to enhance their services to families.
Away from the Office
Marla spends her free time with her husband Tony, and two boys. Marla’s family enjoys hanging out with friends and family. Trips to the zoo, park, swimming, camping and projects around the house always seem to fill up their days.
Insurance Licensed in the following states: AR Insurance Producer License Number 16524749, AZ, CA Insurance License Number 0M59180, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Focus
Marla provides an interactive approach to the client relationship. If a working relationship is developed, she can work with you to help achieve your goals.
Background and Experience
Marla has been a vital part of Herzberg Olsen Wealth Management, formerly known as Herzberg & Olsen Wealth Management Group of Wells Fargo Advisors, since 1999. She is responsible for the daily organizational, operational, and servicing functions of the team’s business. She plays an integral part in helping maintain the Herzberg Olsen Wealth Management commitment to high standards. Marla carries the Series 7, Series 63 securities registrations, and Insurance License.
Marla began her career as a Client Associate with RBC Dain Rauscher, where she developed her fundamental investment knowledge. She joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2005, when the team moved to enhance their services to families.
Away from the Office
Marla spends her free time with her husband Tony, and two boys. Marla’s family enjoys hanging out with friends and family. Trips to the zoo, park, swimming, camping and projects around the house always seem to fill up their days.
Insurance Licensed in the following states: AR Insurance Producer License Number 16524749, AZ, CA Insurance License Number 0M59180, Resident state NE, CO, FL, IA, MN, NC, NE, PA, SD.
Contact
Jamie Masilko
- Registered Client Relations Administrator
Jamie Masilko
- Registered Client Relations Administrator
Focus
In her role as Registered Client Relations Administrator, Jamie enjoys interacting with clients and ensuring their needs are met. Jamie’s deep industry knowledge and attention to detail are only matched by her positive attitude and enthusiasm to serve. In her position, she embraces Hertzberg Olsen’s high level of client service and streamlines daily operations for advisors and clients alike.
Background and Experience
Growing up on the farm in West Point, Nebraska, Jamie learned hard work would serve her well throughout her career. Upon graduating, the “BIG CITY” life was calling, and Jamie moved to Omaha, NE. Relying on her strong work ethic, she applies extreme attention to detail and exceptional customer service skills to collaborate closely with the Advisors and their clients. She has over 30 years of experience in the banking and financial services industry. Jamie maintains her Series 7 and 66 securities registrations along with her insurance license.
Away from the Office
After 30 years away from “home,” the appeal of small-town living drew Jamie back to her family farm, where you can find her and her husband Doug living their fairytale together. They love watching the sunrise from their front porch while sipping coffee or unwinding in the evenings on the back patio. Outside of work, they enjoy spending time with their children and nine grandchildren.
Insurance licensed in the following states: NE, SD, NC
In her role as Registered Client Relations Administrator, Jamie enjoys interacting with clients and ensuring their needs are met. Jamie’s deep industry knowledge and attention to detail are only matched by her positive attitude and enthusiasm to serve. In her position, she embraces Hertzberg Olsen’s high level of client service and streamlines daily operations for advisors and clients alike.
Background and Experience
Growing up on the farm in West Point, Nebraska, Jamie learned hard work would serve her well throughout her career. Upon graduating, the “BIG CITY” life was calling, and Jamie moved to Omaha, NE. Relying on her strong work ethic, she applies extreme attention to detail and exceptional customer service skills to collaborate closely with the Advisors and their clients. She has over 30 years of experience in the banking and financial services industry. Jamie maintains her Series 7 and 66 securities registrations along with her insurance license.
Away from the Office
After 30 years away from “home,” the appeal of small-town living drew Jamie back to her family farm, where you can find her and her husband Doug living their fairytale together. They love watching the sunrise from their front porch while sipping coffee or unwinding in the evenings on the back patio. Outside of work, they enjoy spending time with their children and nine grandchildren.
Insurance licensed in the following states: NE, SD, NC
Contact
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