Our Family Works Together To Help Yours
EFS Group's financial professionals provide comprehensive financial guidance and support to clients throughout the region. Marc A. Geels, CFP® and Dr. Don Heilbuth together have more than 40 years of experience helping their clients manage their financial matters.
Marc has a Bachelor of Arts Degree in Business and Accounting from Dordt College and holds the CERTIFIED FINANCIAL PLANNER practitioner designation. Dr. Heilbuth has a Doctorate of Education in Adult and Higher Education, a Master of Arts Degree in Counseling, Guidance and Personal Services, and a Bachelor of Science Degree in Business Administration and Psychology.
Together we provide comprehensive financial advice developed specifically to help you meet your financial needs. We offer a wide-range of investments, along with retirement, estate strategies and business planning services. EFS Group supports your life insurance, annuity, long-term care insurance and Medicare needs. As independent financial advisor representatives, the firm has over $150 Million under advisement. |
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Marc Geels, CFP®
Wealth Manager
PHILOSOPHY
At all times I will hold my profession in high esteem and strive to fulfill the needs of my clients to the best of my abilities. |
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Don Heilbuth
Wealth Manager
PHILOSOPHY
I believe that my work is nothing more than forming relationships with people; counseling and educating them in investments, insurance and estate planning. My job is to make their retirement dreams a reality. |
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We Further Distinguish Our Practice By Prioritizing The Following:
- Thoroughness-Because we work with an experienced team of Wealth Management professionals our goal is to anticipate your financial challenges and address them effectively and efficiently.
- Convenience-By centralizing the Wealth Management process, you may be able to spend less time thinking about your financial affairs and more time doing what you love to do.
- Discretion-In order to offer you maximum protection, we exercise a high degree of discretion in all aspects of our work. We protect and preserve your confidentiality.
- Value-Consolidating financial services through EFS Group may help you reduce your retirement costs through more strategic, comprehensive planning.
- Independence - We are INDEPENDENT. Representing you, not any particular company.
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Julie Chadwick
Director of Operations
Julie is the glue that holds us all together; she wears many hats, from maintaining all office procedures, compliance and security, technology, to training and hiring of assistants Our clients are our number one focus and we want to make sure your client experience and service is second to none. Julie is our Director of Operations, Insurance licensed in IA as well as securities licensed with her Series 6 & 63. Julie brings 10 years of financial experience to our team. Julie is married to Jay and they have four children; Lauren, Samuel, Lucas and Casey. |
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Megan Severeide
Director of Client Services
Megan is our organizer and planner. She works directly with our advisors in preparation for client meetings and sets up all of our upcoming events and seminars. Megan works hand in hand with all of our clients helping with online reporting and online account set up. Megan is our Director of Client Services Insurance licensed in NE as well as securities licensed with her Series 6 & 63. Megan brings five years of financial experience to our team. Megan is married to Shane and they have one son, Guy Thomas.
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Dana Baldridge
Senior Client Service Assistant
Dana is our back office. He prepares all paperwork for your meetings and processes all the transactions for your accounts. Dana makes sure all transactions are completed and all of the accounts are set up correctly as well as ongoing maintenance. If you ever have questions regarding your accounts, call Dana, he knows how to get it done! Dana is our Senior Client Service Assistant and an integral part of our team. Dana is married to Kadi.
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Amy Evans
Client Service Assistant
Amy is your first point of contact, she is the friendly voice that answers your call and greets you when you visit the office. Amy schedules all appointments and attends all of our events and seminars. If you ever have any questions Amy can help. Amy is our Client Service Assistant with a long track record of excellent customer service. She is a critical asset to our team. Amy is married to Kyle and together they have four children; Tyler, Zack, Shayna and Jenna.
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