AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning [Yahoo! Finance]
FIRST NATL OF NEB INC (FINN)
NASDAQ:AMEX Investor Relations:
fnni.com/fn/html/en/investor_relations/investor_relations.html
Company Research
Source: Yahoo! Finance
advisors, today announced the appointment of Erin Wood, CFP ® , FBS ® , as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark's advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum. Wood joins AssetMark with over two decades of experience leading financial planning teams and building innovative solutions across a range of disciplines, including trust and estate, tax planning, insurance, and retirement services. She previously held senior leadership positions at the Carson Group and First National Bank of Omaha, where she developed and scaled advanced planning capabilities and helped advisors deliver those services to clients. "Erin brings unparalleled expertise and a deep commitment to
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