0 874470 63856

10gtFALL 2010

US

$3

25

w w w b 2 b o m a c o m

HOW I ROLLPAGE 34

OmAHAPAGE 12

OMAHA MAGAZINE bull 5921 S 118TH CIRCLE bull OMAHA NE 68137PRSRT STD

US POSTAGEPAID

OMAHAMAGAZINE LTD

Sapp BrosBill and LeeShare Story

Publish Book

Julie Vose MD is on a mission find better ways to treat patients with lymphoma improving the likelihood of survival She is among a group of UNMC medical scientists who now have more than $100 million in annual research support Pair that with hard work and their resolve to beat the deadliest diseases and the odds are now in our favor Breakthroughs for life

Julie Vose MD is on a mission find better ways to treat patients with lymphoma improving the likelihood of survival She is among a group of UNMC medical scientists who now have more than $100 million in annual research support Pair that with hard work and their resolve to beat the deadliest diseases and the odds are now in our favor Breakthroughs for life

Julie Vose MD is on a mission find better ways to treat patients with lymphoma improving the likelihood of survival She is among a group of UNMC medical scientists who now have more than $100 million in annual research support Pair that with hard work and their resolve to beat the deadliest diseases and the odds are now in our favor Breakthroughs for life

Julie Vose MD is on a mission find better ways to treat patients with lymphoma improving the likelihood of survival She is among a group of UNMC medical scientists who now have more than $100 million in annual research support Pair that with hard work and their resolve to beat the deadliest diseases and the odds are now in our favor Breakthroughs for life

PUBLISHERTodd Lemke

Editorial amp dEsign staff

MANAGING EDITOR Corey Ross

CITY EDITOR Sandra Lemke

ASSISTANT EDITOR Linda Persigehl

ART DIRECTOR GRAPHIC DESIGN Matt Jensen

PHOTOGRAPHYBill Sitzmann bull Philip S Drickey

Colin Conces

CONTRIBUTING WRITERSStephanie Lynam bull Leo Adam Biga

Niz Proskocil bull Judy HoranHeather Heier Lane bull Bailey Hemphill

Beverly Kracher Ph D

advErtising dEpartmEntACCOUNT EXECUTIVES

Gwen LemkeGreg BrunsGil CohenVicki Voet

Becki Jelinek

FOR ADVERTISING INFORMATION

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TO SUBSCRIBESend $1295 for a one-year (four issues) to

B2B Omaha bull PO Box 461208Omaha NE 68046-1208

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B2B Omaha is published four times annually by Omaha Magazine LTD PO Box 461208 Omaha NE 68046-1208 Telephone (402) 884-2000 fax (402) 884-2001 Subscription rates $1295 for 4 issues (one year) $1995 for 8 issues (two years) Multiple subscriptions at different rates are available No whole or part of the contents herein may be reproduced without prior written permission of B2B Omaha excepting individually copyrighted articles and photographs Unsolicited manuscripts are accepted however no responsibility will be assumed for such solicitations

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4 B2B Omaha Fall 2010

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6 B2B Omaha Fall 2010

OMAHA-METRO BUSINESS TO BUSINESS MAGAZINE FALL 2010 VOLUME 10 bull NUMBER 4

insideon the web w w wb2bomacom

FEATURESCOVER STORY 14Sapp Bros Still Trucking Along

FEATURE 20Whorsquos the BOSS

SPECIAL SECTION 22NABCAP Premier Advisors

OmAHA redevelopment 8A South Omaha Renaissance

OmAHA 10Cherished Cherries

business networking 11Networking around the Metro

arts + entertainment 12DiVentures

the know-it-all 28ldquoYes We Canrdquo

office furniture 31Choosing the right office chairs

in the office 32Kohllrsquos Pharmacy

how i roll 34Clean ldquoGreenrdquo Machine

social media 35Foursquare

column business ethics 38Social Media Ethics

arts + entertainmentPage 12

N o w c h e c k o u t B2B o m a h a m a g a z i N e o N l i N e us i N g f l i p B o o k t e c h N o l o g y t o g i ve yo u a w h o l e N e w m a g a z i N e re a d i N g e x p e r i e N c e

CheCk us Out On FaCebOOk and Find Out hOw tO subsCribe and get a 50 disCOunt searCh FOr Omaha magazine

Fall 2010 B2B Omaha 7

A South Omaha RenaissanceKroc Center Chamber initiative lead the way

S T O R Y B Y L E O A D A M B I G A P H O T O B Y M I N O R W H I T E S T U D I O S C O M

The festive streets high traffic flow brisk business and diverse people of South 24th Street are a reflection of the economic engine and cultural melting pot that South Omaha has always been But today mariachi music plays instead of polka tamales rule over dumplings and

mixed-use developments stand on ground that used to be stockyards and packing plants Still that rich past survives mixing with a robust present to keep South O growing

A Greater Omaha Chamber of Commerce initiative called the South Omaha Development Project envisions a new slate of quality of life improvements to make the area even more desirable for resi-dents employers workers and visitors

Project coordinator Karen Mavropoulos and her board are charged with implementing a master plan two years in the making Architecture engineering consulting firm HDR led the study that underpins the plan unveiled in April to mostly positive reviews

The 178-page report which earned Omaha Planning Board approval and awaits City Council endorsement contains recommendations for transformation

Before Mavropoulos took the post she headed micro-business training development for Catholic Charities a job that sold the Venezuela native on South Omaharsquos potential

She said ldquoTherersquos a lot of good things the area has to offer I see the passion of the community I see all the opportunities that are thererdquo

Chief among South Orsquos assets she said is its energy ldquoItrsquos a vibrant place with a lot of activity The

The $75 million Salvation Army Kroc Center represents ldquoa neighborhood-changing improvement that makes the area much more attractive and saferdquo said Major Todd Thielke a senior Kroc Center officer

8 B2B Omaha Fall 2010

people are very entrepreneurialrdquoState Sen Heath Mello a project board

member echoes Mavropoulosrsquo enthusiasmldquoThe South Omaha community has a

pull-yourself-up-from-the-bootstraps mental-ity That is going to happen with this proj-ect even in a recessionrdquo he says

The arearsquos already seen a resurgence The busy South 24th business district features row upon row of small businesses that attract shoppers and diners amid a colorful carefully designed streetscape

ldquoTherersquos been some great things donerdquo said HDRrsquos Doug Bisson who led the SODP design team ldquoTherersquos vibrancy on South 24 Street -- thatrsquos how streets should be thatrsquos how they always have been full of activity Thatrsquos what cities are all aboutrdquo

The $75 million Salvation Army Kroc Center on the former Wilson packing plant site represents ldquoa neighborhood-changing improvement that makes the area much more attractive and saferdquo said senior Kroc Center officer Major Todd Thielke

South High Schoolrsquos new Collin Field is a showplace stadium The repurposed Livestock Exchange Building is a full-occupancy mixed-use success Metropolitan Community Collegersquos South Campus boasts the new South Omaha Library branch

The Omaha Botanical Center and Henry Doorly Zoo are established ever-expanding anchors The Bancroft Street Market and Leavenworth Art Corridor are emerging cul-tural hubs

All of it said Bisson points to ldquothe syn-ergy going on in South Omaha right nowrdquo

The project is making neighborhoods-

housing commercial centers-corridors and industry-employment its focused imple-mentation areas Therersquos also emphasis on enhancing marketing-tourism and transpor-tation-parking

Mavropoulos said the project depends on partnerships ldquoThere are a lot of organiza-tions doing very good work Wersquore here to see where we can align efforts or create syn-ergies where we can fit in with expertise to help make things happenrdquo

Addressing substandard homes and creat-ing new affordable homes are priorities The project plans a campaign educating property owners about upkeep issues and code viola-tions She said the project may partner with an existing community development corpora-tion or form a new one to coordinate efforts

Attracting new industries and filling their labor needs is another priority ldquoFor employers to go into an area there has to be space avail-able incentives (tax) and a skilled labor force that lives nearbyrdquo said Mavropoulos Strategies include reusing former industrial sites tax increment financing and job training

In addition to large employers she said ldquoWersquore going to work with small businessesrdquo Therersquos strong support for a proposed merca-do an incubator for small businesses and arti-sans in the Plaza de La Raza on South 24th

ldquoIt seems like everyone feels the mercado would be an exclamation point and really help draw in not just area residents but people from throughout the Omaha metro-politan area and probably points beyondrdquo said Bisson

Brick-and-mortar changes will take time Clearing and cleaning brown fields for

example can take years ldquoItrsquos a 20-year plan people have to under-

stand thatrdquo said Mavropoulos ldquoDevelopment plans are not immediate you donrsquot see chang-es quickly I mean some things will start happening but theyrsquoll have to do more with education pieces that go out to the commu-nity which creates the groundwork for bigger projects It is a processrdquo

With the master plan complete she said ldquoNow people just want to see things happenrdquo

South Omaha Neighborhood Alliance President Duane Brooks said ldquoTherersquos almost a wait-and-see attitude on whatrsquos going to come out of this implementation process Therersquos an amount of skepticism here in South Omaha because therersquove been so many plans developed over the yearsrdquo

Bisson said a vetted plan gives stakehold-ers and developers confidence to invest

Mello has no doubt a dynamic slate of new growth will follow

ldquoWersquore going to find ways to implement some of our short-term goals of improving housing stock encouraging better work force development and educational opportunities maximizing public infrastructure and com-munity parks and trails Those are tangible completely doable initiativesrdquo said Mello ldquoItrsquos just a matter of bringing the right peo-ple to the table for each individual project and following through on that commitment

ldquoI feel very confident the people leading this project will help some of these short term initiatives come to fruition as we start working towards our longer term goalsrdquo

Visit the projectrsquos website at wwwomahachamberorgsodp

Children sometimes wonrsquot mdash and often canrsquot mdash speak for themselves Childrenrsquos Hospital amp Medical Center acts as a voice for those who need to be heard

Advocacy To learn more go toWeKnowChildrenorg

Fall 2010 B2B Omaha 9

A South Omaha RenaissanceKroc Center Chamber initiative lead the way

S T O R Y B Y L E O A D A M B I G A P H O T O B Y M I N O R W H I T E S T U D I O S C O M

The festive streets high traffic flow brisk business and diverse people of South 24th Street are a reflection of the economic engine and cultural melting pot that South Omaha has always been But today mariachi music plays instead of polka tamales rule over dumplings and

mixed-use developments stand on ground that used to be stockyards and packing plants Still that rich past survives mixing with a robust present to keep South O growing

A Greater Omaha Chamber of Commerce initiative called the South Omaha Development Project envisions a new slate of quality of life improvements to make the area even more desirable for resi-dents employers workers and visitors

Project coordinator Karen Mavropoulos and her board are charged with implementing a master plan two years in the making Architecture engineering consulting firm HDR led the study that underpins the plan unveiled in April to mostly positive reviews

The 178-page report which earned Omaha Planning Board approval and awaits City Council endorsement contains recommendations for transformation

Before Mavropoulos took the post she headed micro-business training development for Catholic Charities a job that sold the Venezuela native on South Omaharsquos potential

She said ldquoTherersquos a lot of good things the area has to offer I see the passion of the community I see all the opportunities that are thererdquo

Chief among South Orsquos assets she said is its energy ldquoItrsquos a vibrant place with a lot of activity The

The $75 million Salvation Army Kroc Center represents ldquoa neighborhood-changing improvement that makes the area much more attractive and saferdquo said Major Todd Thielke a senior Kroc Center officer

8 B2B Omaha Fall 2010

people are very entrepreneurialrdquoState Sen Heath Mello a project board

member echoes Mavropoulosrsquo enthusiasmldquoThe South Omaha community has a

pull-yourself-up-from-the-bootstraps mental-ity That is going to happen with this proj-ect even in a recessionrdquo he says

The arearsquos already seen a resurgence The busy South 24th business district features row upon row of small businesses that attract shoppers and diners amid a colorful carefully designed streetscape

ldquoTherersquos been some great things donerdquo said HDRrsquos Doug Bisson who led the SODP design team ldquoTherersquos vibrancy on South 24 Street -- thatrsquos how streets should be thatrsquos how they always have been full of activity Thatrsquos what cities are all aboutrdquo

The $75 million Salvation Army Kroc Center on the former Wilson packing plant site represents ldquoa neighborhood-changing improvement that makes the area much more attractive and saferdquo said senior Kroc Center officer Major Todd Thielke

South High Schoolrsquos new Collin Field is a showplace stadium The repurposed Livestock Exchange Building is a full-occupancy mixed-use success Metropolitan Community Collegersquos South Campus boasts the new South Omaha Library branch

The Omaha Botanical Center and Henry Doorly Zoo are established ever-expanding anchors The Bancroft Street Market and Leavenworth Art Corridor are emerging cul-tural hubs

All of it said Bisson points to ldquothe syn-ergy going on in South Omaha right nowrdquo

The project is making neighborhoods-

housing commercial centers-corridors and industry-employment its focused imple-mentation areas Therersquos also emphasis on enhancing marketing-tourism and transpor-tation-parking

Mavropoulos said the project depends on partnerships ldquoThere are a lot of organiza-tions doing very good work Wersquore here to see where we can align efforts or create syn-ergies where we can fit in with expertise to help make things happenrdquo

Addressing substandard homes and creat-ing new affordable homes are priorities The project plans a campaign educating property owners about upkeep issues and code viola-tions She said the project may partner with an existing community development corpora-tion or form a new one to coordinate efforts

Attracting new industries and filling their labor needs is another priority ldquoFor employers to go into an area there has to be space avail-able incentives (tax) and a skilled labor force that lives nearbyrdquo said Mavropoulos Strategies include reusing former industrial sites tax increment financing and job training

In addition to large employers she said ldquoWersquore going to work with small businessesrdquo Therersquos strong support for a proposed merca-do an incubator for small businesses and arti-sans in the Plaza de La Raza on South 24th

ldquoIt seems like everyone feels the mercado would be an exclamation point and really help draw in not just area residents but people from throughout the Omaha metro-politan area and probably points beyondrdquo said Bisson

Brick-and-mortar changes will take time Clearing and cleaning brown fields for

example can take years ldquoItrsquos a 20-year plan people have to under-

stand thatrdquo said Mavropoulos ldquoDevelopment plans are not immediate you donrsquot see chang-es quickly I mean some things will start happening but theyrsquoll have to do more with education pieces that go out to the commu-nity which creates the groundwork for bigger projects It is a processrdquo

With the master plan complete she said ldquoNow people just want to see things happenrdquo

South Omaha Neighborhood Alliance President Duane Brooks said ldquoTherersquos almost a wait-and-see attitude on whatrsquos going to come out of this implementation process Therersquos an amount of skepticism here in South Omaha because therersquove been so many plans developed over the yearsrdquo

Bisson said a vetted plan gives stakehold-ers and developers confidence to invest

Mello has no doubt a dynamic slate of new growth will follow

ldquoWersquore going to find ways to implement some of our short-term goals of improving housing stock encouraging better work force development and educational opportunities maximizing public infrastructure and com-munity parks and trails Those are tangible completely doable initiativesrdquo said Mello ldquoItrsquos just a matter of bringing the right peo-ple to the table for each individual project and following through on that commitment

ldquoI feel very confident the people leading this project will help some of these short term initiatives come to fruition as we start working towards our longer term goalsrdquo

Visit the projectrsquos website at wwwomahachamberorgsodp

Children sometimes wonrsquot mdash and often canrsquot mdash speak for themselves Childrenrsquos Hospital amp Medical Center acts as a voice for those who need to be heard

Advocacy To learn more go toWeKnowChildrenorg

Fall 2010 B2B Omaha 9

people are very entrepreneurialrdquoState Sen Heath Mello a project board

member echoes Mavropoulosrsquo enthusiasmldquoThe South Omaha community has a

pull-yourself-up-from-the-bootstraps mental-ity That is going to happen with this proj-ect even in a recessionrdquo he says

The arearsquos already seen a resurgence The busy South 24th business district features row upon row of small businesses that attract shoppers and diners amid a colorful carefully designed streetscape

ldquoTherersquos been some great things donerdquo said HDRrsquos Doug Bisson who led the SODP design team ldquoTherersquos vibrancy on South 24 Street -- thatrsquos how streets should be thatrsquos how they always have been full of activity Thatrsquos what cities are all aboutrdquo

The $75 million Salvation Army Kroc Center on the former Wilson packing plant site represents ldquoa neighborhood-changing improvement that makes the area much more attractive and saferdquo said senior Kroc Center officer Major Todd Thielke

South High Schoolrsquos new Collin Field is a showplace stadium The repurposed Livestock Exchange Building is a full-occupancy mixed-use success Metropolitan Community Collegersquos South Campus boasts the new South Omaha Library branch

The Omaha Botanical Center and Henry Doorly Zoo are established ever-expanding anchors The Bancroft Street Market and Leavenworth Art Corridor are emerging cul-tural hubs

All of it said Bisson points to ldquothe syn-ergy going on in South Omaha right nowrdquo

The project is making neighborhoods-

housing commercial centers-corridors and industry-employment its focused imple-mentation areas Therersquos also emphasis on enhancing marketing-tourism and transpor-tation-parking

Mavropoulos said the project depends on partnerships ldquoThere are a lot of organiza-tions doing very good work Wersquore here to see where we can align efforts or create syn-ergies where we can fit in with expertise to help make things happenrdquo

Addressing substandard homes and creat-ing new affordable homes are priorities The project plans a campaign educating property owners about upkeep issues and code viola-tions She said the project may partner with an existing community development corpora-tion or form a new one to coordinate efforts

Attracting new industries and filling their labor needs is another priority ldquoFor employers to go into an area there has to be space avail-able incentives (tax) and a skilled labor force that lives nearbyrdquo said Mavropoulos Strategies include reusing former industrial sites tax increment financing and job training

In addition to large employers she said ldquoWersquore going to work with small businessesrdquo Therersquos strong support for a proposed merca-do an incubator for small businesses and arti-sans in the Plaza de La Raza on South 24th

ldquoIt seems like everyone feels the mercado would be an exclamation point and really help draw in not just area residents but people from throughout the Omaha metro-politan area and probably points beyondrdquo said Bisson

Brick-and-mortar changes will take time Clearing and cleaning brown fields for

example can take years ldquoItrsquos a 20-year plan people have to under-

stand thatrdquo said Mavropoulos ldquoDevelopment plans are not immediate you donrsquot see chang-es quickly I mean some things will start happening but theyrsquoll have to do more with education pieces that go out to the commu-nity which creates the groundwork for bigger projects It is a processrdquo

With the master plan complete she said ldquoNow people just want to see things happenrdquo

South Omaha Neighborhood Alliance President Duane Brooks said ldquoTherersquos almost a wait-and-see attitude on whatrsquos going to come out of this implementation process Therersquos an amount of skepticism here in South Omaha because therersquove been so many plans developed over the yearsrdquo

Bisson said a vetted plan gives stakehold-ers and developers confidence to invest

Mello has no doubt a dynamic slate of new growth will follow

ldquoWersquore going to find ways to implement some of our short-term goals of improving housing stock encouraging better work force development and educational opportunities maximizing public infrastructure and com-munity parks and trails Those are tangible completely doable initiativesrdquo said Mello ldquoItrsquos just a matter of bringing the right peo-ple to the table for each individual project and following through on that commitment

ldquoI feel very confident the people leading this project will help some of these short term initiatives come to fruition as we start working towards our longer term goalsrdquo

Visit the projectrsquos website at wwwomahachamberorgsodp

Children sometimes wonrsquot mdash and often canrsquot mdash speak for themselves Childrenrsquos Hospital amp Medical Center acts as a voice for those who need to be heard

Advocacy To learn more go toWeKnowChildrenorg

Fall 2010 B2B Omaha 9

Cherished CherriesFrom an old family recipe comes an exciting new store

S T O R Y B Y H E A T H E R H E I E R L A N E P H O T O B Y M I N O R W H I T E S T U D I O S C O M

Melissa Hartman is forever indebted to her Grandma Sheldon the inspira-tion for her new Rockbrook Village shop The Cordial Cherry The store is devoted to the delicious treats so many of us associate with Christmas all of

which are carefully crafted using her grandmotherrsquos coveted recipeWhen you walk into this quaint store you can almost imagine Grandma

Sheldonrsquos kitchen filled with chocolate-covered cherriesmdashand her grandchildren (including Hartman) peeking at the creations in awe In fact the shop is filled with mementos and is a definite tribute to family a door from Grandma Sheldonrsquos house has been repurposed as a tabletop her apron hangs in the corner and the red couch near the entrance was hers as well Hartman said shersquos proud to honor the memory of her beloved grandmother Jacque by sharing their love of cordial cherries with her customers

Hartman who grew up in Omaha remembers ldquoWhen I was in high school I realized that one day Grandma wasnrsquot going to be around to make them and I got sadrdquo Soon after that Hartman started begging her grandmother to show her how to transform the simple maraschinos into elegant cordials Eventually Grandma Sheldon agreed and in time Hartman started to make them herself for the holidays Then in 2004 while stu-dent teaching Hartman agreed to make some cherries for a craft show fundraisermdashand with that a budding entrepreneur was born Within hours of that first show Hartman

In addition to her grandmotherrsquos original cordial Melissa Hartman sells dessert cherries in a variety of flavors including tangerine champagne and bubble gum at her new Rockbrook store

10 B2B Omaha Fall 2010

sold out and immediately realized she was onto something special She started to sell cherries at various shows and soon people started making special orders From early on Hartmanrsquos customers encouraged her to open a shop in June she took their advice

The original cherry recipe Grandma Sheldon showed Hartman how to make has been perfected she said Now in addition to the original you can find many differ-ent flavors and even different shapes and designs On any given day you can buy fla-vors such as pintildea colada tangerine cham-pagne and even bubble gum And while the basic cherry with a stem is nice you can also find fun little cherries shaped like base-balls fish and even baby rattles Perhaps the most whimsical is a mini ice cream cone filled with a cherry inside and a few stacked on top All cherries are handcrafted and range in price from $1 a piece for originals all the way up to $5 each for the more elab-orate designs Hartman takes special orders and has even incorporated corporate logos and mascots into the designs

Sadly Grandma Sheldon died in 2005 long before The Cordial Cherry opened its doors Yet she was definitely aware of her granddaughterrsquos inherited gift and was proud of Hartmanrsquos enthusiasm and the success shersquod had with early craft shows Hartman says fondly ldquoShe would compliment me saying how much better I made themrdquo And the family tradition continues You will often find Hartmanrsquos four children hanging out in the shop and Hartmanrsquos mother helps make the cherries Hartmanrsquos husband and father built everything in the store and her sis-ter did all the marketing

The Cordial Cherry is a special place A place to get some treats for your own fam-ily and perhaps even more so a place to be reminded of why family recipesmdashand fam-ily businessesmdashare so special

For more information visit wwwthecor-dialcherrycom

CB Business Exchange Group I diamsdiamsEvery First and Third Thursday 730 AMChamber Office - Council Bluffs

ITCouncilorg in the Presentation Room Atrium Level diamsEvery First and Third Thursday 700 AMDTN 9110 W Dodge Rd - Omaha

Ralston Business Exchange Network diamsdiamsdiamsEvery First and Third Wednesday 730 AMFirst State Bank 72nd amp Main St - Ralston

SCOC Toastmasters diamsdiamsEvery First and Third Wednesday 800 AMShadow Lake Town Centre 7775 Olson Drive Suite 207 - Papillion

Build Your Own Business Referral Group (BYOB) diamsdiamsEvery First Friday 1130 AMMillard Plaza Ballroom 5339 South 139 Plaza - Omaha

Omaha AstroClub diamsEvery First Friday 730 PMUNO in the Durham Science Center Room 169 - Omaha

Spirit World Tasting diamsdiamsEvery First Thursday 600 PMSpirit World 7517 Pacific St - Omaha

Turning Point Youth Ministry Campus diamsEvery First Wednesday 1200 AMBig Mamarsquos Kitchen amp Catering 3223 N 45th Street Bldg A - Omaha

OWCOC Quarterly Luncheon Meeting diamsdiamsEvery Forth Wednesday 1200 AM

Green Drinks Omaha diamsEvery Forth Wednesday Every Two Months 530 PMWhole Foods Market 10020 Regency Circle - Omaha

Kiwanis Club of Omaha diamsEvery Friday 1145 AMScott Conference Center 6450 Pine St - Omaha

MBA - TGIF Referral Group diamsdiamsdiamsEvery Friday 1200 AMMillard Plaza Ballroom - Millard

Omaha West Rotary diamsdiamsEvery Friday 1200 AMIronwood Golf amp Country Club - Omaha

Millard Rotary diamsEvery Monday 1200 AMBel Air Banquet Room 12100 West Center Rd 520 - Omaha

Grow Omaha airs live each Saturday diamsEvery Saturday 800 AMNews Radio 1 - Omaha

The Omaha Empowerment Breakfast diamsEvery Second Friday 700 AMPark Plaza Regency Lodge 909 South 107th Ave - Omaha

Friends of Joslyn Castle diamsEvery Second Tuesday Except July August 1145 AMJoslyn Castle - Omaha

PRSA - Professional Development Luncheons diamsdiamsEvery Second Tuesday Except July August 1130 AMIronwood Country Club 128th amp Pacific St - Omaha

Omaha Coin Club diamsEvery Third Friday 700 PMThe Paralyzed Veterans of America building 7612 Maple Street - Omaha

Wahoo Masonrsquos Pancake Breakfast diamsdiamsEvery Third Saturday 900 AMMasonic Lodge - Wahoo

AIGA diamsdiamsEvery Third Thursday 530 PMJimi Drsquos 6303 Center St 105 - Omaha

Bellevue Kiwanis diamsEvery Thrusday 700 AMAmericana Bistro 25th amp Capehart - Bellevue

Bellevue Kiwanis Club diamsEvery Thrusday 700 AMHoliday Inn Express - Bellevue

LVCOC - LEADers Referral Group diamsdiams Every Thursday 800 AMChamber Office - Omaha

LVCOC Tuesday Leaders Referral Group diamsdiamsdiamsEvery Thursday 800 AM84th Street Cafe 8013 South 83rd Av - La Vista

MBA - Thursday Nooners Referral Group diamsdiamsEvery Thursday 1200 AMLe Peep 17660 Wright Plz near 178th and Center - Omaha

Media Day at the Omaha Press Club diamsEvery Thursday 1130 AMFirst National Center 16th amp Dodge Streets - Omaha

Optimist Club - Club 10015 diamsdiamsEvery Thursday 700 AMWestside Community Center 108th and Grover - Omaha

Realtalkers - Toastmasters International diamsdiamsEvery Thursday 730 AMOmaha Area Board of Realtors 11830 Nicholas Street - Omaha

Suburban Rotary diamsdiamsEvery Thursday 1200 AMAnthonyrsquos Restaurant amp Lounge 144th and F Street - Omaha

Center Sphere Business Professional Networking Group diamsdiamsEvery Tuesday 800 AMFunny Bone Village Pointe 17305 Davenport Street - Omaha

Northwest Rotary diamsEvery Tuesday 1200 AMChampions Run - Omaha

Northwest Rotary diamsdiamsEvery Tuesday 1200 AMChampions Run - Omaha

Omaha Leads Club I diamsdiamsEvery Tuesday 1145 AMValentinorsquos 108th between L amp Q Streets - Omaha

Omaha Leads Club II diamsEvery Tuesday 1130 AMGarden Cafe Rockbrook 108th amp Center - Omaha

Omaha Morning Rotary diamsdiamsEvery Tuesday 700 AMHappy Hollow Country Club 1701 S 105th St Omaha - Omaha

Optimist Club diamsEvery Tuesday 1200 AMWestside Community Center 3534 So 108th St - Omaha

Southwest Omaha Night Rotary diamsdiamsEvery Tuesday 515 PMPrestige 810 S 169th - Omaha

Tuesday Noon Networking diamsEvery Tuesday 1200 AMPrestige Lounge 168th amp Pacific - Omaha

BNI Rockin Referrals diamsdiamsEvery Wednesday 1130 AMSpezia 72nd amp Grover - Omaha

MBA The Big Red Referral Group diamsEvery Wednesday 1145 AMVincenzorsquos 144th and Blondo - Omaha

Metro Omaha Business Coalition (MOBC) diamsdiamsEvery Wednesday 1130 AMLePeep 120th and Blondo - Omaha

Omaha RotarydiamsdiamsEvery Wednesday 1200 AMThe Field Club of Omaha 3615 Woolworth - Omaha

Optimist Club - Club 10085 diamsdiamsEvery Wednesday 1200 AMWestside Community Conference Center 3534 So 108th St - Omaha

Rotary Club of Omaha (Downtown)Every Wednesday 1200 AMField Club of Omaha 3615 Woolworth - Omaha

Sunrise Lions Club MeetingdiamsEvery Wednesday 700 AMThe Market Basket Restaurant 911 South 87th Avenue - Omaha

LIFT Luncheon Group diamsFirst Thursday 1130 AMVenice Inn 6920 Pacific St - Omaha

BCOC Chamber ChitChat diamsdiamsLast Friday 730 AMChamber Office - Bellevue

Conversations with Neuroscientists at KANEKO diams1810 600 AMKANEKO 1111 Jones St - Omaha

KANEKO presents Creativity An Open Interview with Joan Acocella diamsdiams2710 730 PMKANEKO 1111 Jones St - Omaha

KANEKO presents Promoting Peace Through Education with Greg Mortenson diamsdiams1401 730 PMKANEKO 1111 Jones St - Omaha

KANEKO presents Waiting for the Magic Man with Fletcher Benton diamsdiams2910 600 PMKANEKO 1111 Jones St - Omaha

National Cartoonists Society North Central Chapter diams0210 600 AMKANEKO 1111 Jones St - Omaha

Omaha Press Club Show diams2603 530 PMMid-America Center One Arena Way - Council Bluffs

Stanford Lipsey Exhibit at KANEKO diamsdiams2904 3004 0105 0205 0305 0405 0505 0605 0705 0805 0905 1005 1105 1205 1305 1405 1505 1605 1705 1805 1905 2005 2105 2205 2305 2405 2505 2605 2705 100 PMKANEKO 1111 Jones St - Omaha

Urban League of NE Young Professionals Meeting diams1810 1511 1312 1001 0702 0703 0404 0205 530 PMUrban League of Nebraska - Omaha

Submit your events to this list at wwwomahapublicationscom

Fall 2010 B2B Omaha 11

S T O R Y B Y S T E P H A N I E L Y N A M P H O T O B Y M I N O R W H I T E S T U D I O S C O M

DiVentures Omaharsquos unique scuba and swim center attracts attention

A nautical-looking building dotted with portholesmdashin Omahamdashis bound to attract a lot of attention DiVentures Scuba and Swim Center at 120th amp I streets is doing just that ldquoSome people come by just to see rdquo said co-owner Mark Roberts referring to the portholes ldquoor some

call them bubblesrdquoThe DiVentures facilitymdashdesigned by Alley Poyner Macchietto Architecture and built by Lund-

Ross Constructorsmdashincludes an indoor pool with depths of 3frac12 to 14 feet holding 164000 gallons of water Itrsquos home to a multi-faceted business offering scuba dive courses swim lessons for ages 6 months to adults scuba equipment sales rental and repair and even travel to exotic scuba destinations The scuba and swim center serves as a unique venue for corporate events and hosts pool parties for kids as well

The idea for DiVentures materialized a few years ago when Roberts and friend Dean Hollis while in the Nicaraguan jungle on a mission trip with a Christian group talked about the need for a one-stop-shopping diving business in Omaha After more than two years of planning and talking with other

Avid divers Dean Hollis in red and Mark Roberts opened their own scuba shop in 2009 ldquo[DiVentures custom-ers] come from all walks of life mdash people who love water people who want to love water and people that are simply curiousrdquo Hollis said

12 B2B Omaha Fall 2010

dive shop owners DiVentures was launched and operated out of a temporary location for about a year The business relocated to their new permanent facility near 120th Street in May

ldquoWe both had an interest and passion for divingrdquo Hollis said The Omaha men are certified diversmdashHollis a diver since the age of 16 in Florida and Roberts certified for the past 10 years Hollis and Roberts also shared the desire to try something new after retiring from business careers at ConAgra and computer software companies respectively

Dozens of courses are offered at DiVentures including the Discover Scuba Diving course a quick introduction available three times a week (no certification earned) The popular Open Water Diver course earns a lifetime certification and involves classroom time confined water dives in the pool and open water dives It takes two to six weeks on average to earn a scuba diving certification which can be earned as young as age 10 There are usually about four to eight students in a class Families commonly take these courses together Roberts said

Many specialty dive courses are offered at DiVentures including the Boat Diver course and Digital Underwater Photography course The travel department arranges dive trips to Belize the Bahamas and Australia among other destinations Roberts and Hollis donrsquot have one favorite location to dive but go to different places for different reasons although they both agree the Caribbean is hard to beat

About a third of the business comes from lessons and classes a third from equipment sales and service and a third from travel Hollis said One surprise theyrsquove seen The large number of adults taking swim lessons There seems to be no one type of DiVentures customer ldquoThey have been from all walks of life mdash people who love water people who want to love water people that are simply curiousrdquo he said For more information on DiVentures visit their web site at wwwdiventuresnet

ldquoWe make your l i fe easierrdquo

OmahaFriendlyServicescom4029325704

V i s i t o u r n e w w e b s i t e featuring a blog with professional tips for your lawn landscape and snow needs

New Stuff from a Old Friend

isyoursolutionfor

CrossMediaMarketingStrategy

MailingampPostalSolutions

FulfillmentDistribution

DigitalPrinting

11ampVariableData

ROIAnalysis

4700FStreetlOmahaNEl4027344400lwwwopzingcom

Brought to you by

Fall 2010 B2B Omaha 13

sold out and immediately realized she was onto something special She started to sell cherries at various shows and soon people started making special orders From early on Hartmanrsquos customers encouraged her to open a shop in June she took their advice

The original cherry recipe Grandma Sheldon showed Hartman how to make has been perfected she said Now in addition to the original you can find many differ-ent flavors and even different shapes and designs On any given day you can buy fla-vors such as pintildea colada tangerine cham-pagne and even bubble gum And while the basic cherry with a stem is nice you can also find fun little cherries shaped like base-balls fish and even baby rattles Perhaps the most whimsical is a mini ice cream cone filled with a cherry inside and a few stacked on top All cherries are handcrafted and range in price from $1 a piece for originals all the way up to $5 each for the more elab-orate designs Hartman takes special orders and has even incorporated corporate logos and mascots into the designs

Sadly Grandma Sheldon died in 2005 long before The Cordial Cherry opened its doors Yet she was definitely aware of her granddaughterrsquos inherited gift and was proud of Hartmanrsquos enthusiasm and the success shersquod had with early craft shows Hartman says fondly ldquoShe would compliment me saying how much better I made themrdquo And the family tradition continues You will often find Hartmanrsquos four children hanging out in the shop and Hartmanrsquos mother helps make the cherries Hartmanrsquos husband and father built everything in the store and her sis-ter did all the marketing

The Cordial Cherry is a special place A place to get some treats for your own fam-ily and perhaps even more so a place to be reminded of why family recipesmdashand fam-ily businessesmdashare so special

For more information visit wwwthecor-dialcherrycom

CB Business Exchange Group I diamsdiamsEvery First and Third Thursday 730 AMChamber Office - Council Bluffs

ITCouncilorg in the Presentation Room Atrium Level diamsEvery First and Third Thursday 700 AMDTN 9110 W Dodge Rd - Omaha

Ralston Business Exchange Network diamsdiamsdiamsEvery First and Third Wednesday 730 AMFirst State Bank 72nd amp Main St - Ralston

SCOC Toastmasters diamsdiamsEvery First and Third Wednesday 800 AMShadow Lake Town Centre 7775 Olson Drive Suite 207 - Papillion

Build Your Own Business Referral Group (BYOB) diamsdiamsEvery First Friday 1130 AMMillard Plaza Ballroom 5339 South 139 Plaza - Omaha

Omaha AstroClub diamsEvery First Friday 730 PMUNO in the Durham Science Center Room 169 - Omaha

Spirit World Tasting diamsdiamsEvery First Thursday 600 PMSpirit World 7517 Pacific St - Omaha

Turning Point Youth Ministry Campus diamsEvery First Wednesday 1200 AMBig Mamarsquos Kitchen amp Catering 3223 N 45th Street Bldg A - Omaha

OWCOC Quarterly Luncheon Meeting diamsdiamsEvery Forth Wednesday 1200 AM

Green Drinks Omaha diamsEvery Forth Wednesday Every Two Months 530 PMWhole Foods Market 10020 Regency Circle - Omaha

Kiwanis Club of Omaha diamsEvery Friday 1145 AMScott Conference Center 6450 Pine St - Omaha

MBA - TGIF Referral Group diamsdiamsdiamsEvery Friday 1200 AMMillard Plaza Ballroom - Millard

Omaha West Rotary diamsdiamsEvery Friday 1200 AMIronwood Golf amp Country Club - Omaha

Millard Rotary diamsEvery Monday 1200 AMBel Air Banquet Room 12100 West Center Rd 520 - Omaha

Grow Omaha airs live each Saturday diamsEvery Saturday 800 AMNews Radio 1 - Omaha

The Omaha Empowerment Breakfast diamsEvery Second Friday 700 AMPark Plaza Regency Lodge 909 South 107th Ave - Omaha

Friends of Joslyn Castle diamsEvery Second Tuesday Except July August 1145 AMJoslyn Castle - Omaha

PRSA - Professional Development Luncheons diamsdiamsEvery Second Tuesday Except July August 1130 AMIronwood Country Club 128th amp Pacific St - Omaha

Omaha Coin Club diamsEvery Third Friday 700 PMThe Paralyzed Veterans of America building 7612 Maple Street - Omaha

Wahoo Masonrsquos Pancake Breakfast diamsdiamsEvery Third Saturday 900 AMMasonic Lodge - Wahoo

AIGA diamsdiamsEvery Third Thursday 530 PMJimi Drsquos 6303 Center St 105 - Omaha

Bellevue Kiwanis diamsEvery Thrusday 700 AMAmericana Bistro 25th amp Capehart - Bellevue

Bellevue Kiwanis Club diamsEvery Thrusday 700 AMHoliday Inn Express - Bellevue

LVCOC - LEADers Referral Group diamsdiams Every Thursday 800 AMChamber Office - Omaha

LVCOC Tuesday Leaders Referral Group diamsdiamsdiamsEvery Thursday 800 AM84th Street Cafe 8013 South 83rd Av - La Vista

MBA - Thursday Nooners Referral Group diamsdiamsEvery Thursday 1200 AMLe Peep 17660 Wright Plz near 178th and Center - Omaha

Media Day at the Omaha Press Club diamsEvery Thursday 1130 AMFirst National Center 16th amp Dodge Streets - Omaha

Optimist Club - Club 10015 diamsdiamsEvery Thursday 700 AMWestside Community Center 108th and Grover - Omaha

Realtalkers - Toastmasters International diamsdiamsEvery Thursday 730 AMOmaha Area Board of Realtors 11830 Nicholas Street - Omaha

Suburban Rotary diamsdiamsEvery Thursday 1200 AMAnthonyrsquos Restaurant amp Lounge 144th and F Street - Omaha

Center Sphere Business Professional Networking Group diamsdiamsEvery Tuesday 800 AMFunny Bone Village Pointe 17305 Davenport Street - Omaha

Northwest Rotary diamsEvery Tuesday 1200 AMChampions Run - Omaha

Northwest Rotary diamsdiamsEvery Tuesday 1200 AMChampions Run - Omaha

Omaha Leads Club I diamsdiamsEvery Tuesday 1145 AMValentinorsquos 108th between L amp Q Streets - Omaha

Omaha Leads Club II diamsEvery Tuesday 1130 AMGarden Cafe Rockbrook 108th amp Center - Omaha

Omaha Morning Rotary diamsdiamsEvery Tuesday 700 AMHappy Hollow Country Club 1701 S 105th St Omaha - Omaha

Optimist Club diamsEvery Tuesday 1200 AMWestside Community Center 3534 So 108th St - Omaha

Southwest Omaha Night Rotary diamsdiamsEvery Tuesday 515 PMPrestige 810 S 169th - Omaha

Tuesday Noon Networking diamsEvery Tuesday 1200 AMPrestige Lounge 168th amp Pacific - Omaha

BNI Rockin Referrals diamsdiamsEvery Wednesday 1130 AMSpezia 72nd amp Grover - Omaha

MBA The Big Red Referral Group diamsEvery Wednesday 1145 AMVincenzorsquos 144th and Blondo - Omaha

Metro Omaha Business Coalition (MOBC) diamsdiamsEvery Wednesday 1130 AMLePeep 120th and Blondo - Omaha

Omaha RotarydiamsdiamsEvery Wednesday 1200 AMThe Field Club of Omaha 3615 Woolworth - Omaha

Optimist Club - Club 10085 diamsdiamsEvery Wednesday 1200 AMWestside Community Conference Center 3534 So 108th St - Omaha

Rotary Club of Omaha (Downtown)Every Wednesday 1200 AMField Club of Omaha 3615 Woolworth - Omaha

Sunrise Lions Club MeetingdiamsEvery Wednesday 700 AMThe Market Basket Restaurant 911 South 87th Avenue - Omaha

LIFT Luncheon Group diamsFirst Thursday 1130 AMVenice Inn 6920 Pacific St - Omaha

BCOC Chamber ChitChat diamsdiamsLast Friday 730 AMChamber Office - Bellevue

Conversations with Neuroscientists at KANEKO diams1810 600 AMKANEKO 1111 Jones St - Omaha

KANEKO presents Creativity An Open Interview with Joan Acocella diamsdiams2710 730 PMKANEKO 1111 Jones St - Omaha

KANEKO presents Promoting Peace Through Education with Greg Mortenson diamsdiams1401 730 PMKANEKO 1111 Jones St - Omaha

KANEKO presents Waiting for the Magic Man with Fletcher Benton diamsdiams2910 600 PMKANEKO 1111 Jones St - Omaha

National Cartoonists Society North Central Chapter diams0210 600 AMKANEKO 1111 Jones St - Omaha

Omaha Press Club Show diams2603 530 PMMid-America Center One Arena Way - Council Bluffs

Stanford Lipsey Exhibit at KANEKO diamsdiams2904 3004 0105 0205 0305 0405 0505 0605 0705 0805 0905 1005 1105 1205 1305 1405 1505 1605 1705 1805 1905 2005 2105 2205 2305 2405 2505 2605 2705 100 PMKANEKO 1111 Jones St - Omaha

Urban League of NE Young Professionals Meeting diams1810 1511 1312 1001 0702 0703 0404 0205 530 PMUrban League of Nebraska - Omaha

Submit your events to this list at wwwomahapublicationscom

Fall 2010 B2B Omaha 11

S T O R Y B Y S T E P H A N I E L Y N A M P H O T O B Y M I N O R W H I T E S T U D I O S C O M

DiVentures Omaharsquos unique scuba and swim center attracts attention

A nautical-looking building dotted with portholesmdashin Omahamdashis bound to attract a lot of attention DiVentures Scuba and Swim Center at 120th amp I streets is doing just that ldquoSome people come by just to see rdquo said co-owner Mark Roberts referring to the portholes ldquoor some

call them bubblesrdquoThe DiVentures facilitymdashdesigned by Alley Poyner Macchietto Architecture and built by Lund-

Ross Constructorsmdashincludes an indoor pool with depths of 3frac12 to 14 feet holding 164000 gallons of water Itrsquos home to a multi-faceted business offering scuba dive courses swim lessons for ages 6 months to adults scuba equipment sales rental and repair and even travel to exotic scuba destinations The scuba and swim center serves as a unique venue for corporate events and hosts pool parties for kids as well

The idea for DiVentures materialized a few years ago when Roberts and friend Dean Hollis while in the Nicaraguan jungle on a mission trip with a Christian group talked about the need for a one-stop-shopping diving business in Omaha After more than two years of planning and talking with other

Avid divers Dean Hollis in red and Mark Roberts opened their own scuba shop in 2009 ldquo[DiVentures custom-ers] come from all walks of life mdash people who love water people who want to love water and people that are simply curiousrdquo Hollis said

12 B2B Omaha Fall 2010

dive shop owners DiVentures was launched and operated out of a temporary location for about a year The business relocated to their new permanent facility near 120th Street in May

ldquoWe both had an interest and passion for divingrdquo Hollis said The Omaha men are certified diversmdashHollis a diver since the age of 16 in Florida and Roberts certified for the past 10 years Hollis and Roberts also shared the desire to try something new after retiring from business careers at ConAgra and computer software companies respectively

Dozens of courses are offered at DiVentures including the Discover Scuba Diving course a quick introduction available three times a week (no certification earned) The popular Open Water Diver course earns a lifetime certification and involves classroom time confined water dives in the pool and open water dives It takes two to six weeks on average to earn a scuba diving certification which can be earned as young as age 10 There are usually about four to eight students in a class Families commonly take these courses together Roberts said

Many specialty dive courses are offered at DiVentures including the Boat Diver course and Digital Underwater Photography course The travel department arranges dive trips to Belize the Bahamas and Australia among other destinations Roberts and Hollis donrsquot have one favorite location to dive but go to different places for different reasons although they both agree the Caribbean is hard to beat

About a third of the business comes from lessons and classes a third from equipment sales and service and a third from travel Hollis said One surprise theyrsquove seen The large number of adults taking swim lessons There seems to be no one type of DiVentures customer ldquoThey have been from all walks of life mdash people who love water people who want to love water people that are simply curiousrdquo he said For more information on DiVentures visit their web site at wwwdiventuresnet

ldquoWe make your l i fe easierrdquo

OmahaFriendlyServicescom4029325704

V i s i t o u r n e w w e b s i t e featuring a blog with professional tips for your lawn landscape and snow needs

New Stuff from a Old Friend

isyoursolutionfor

CrossMediaMarketingStrategy

MailingampPostalSolutions

FulfillmentDistribution

DigitalPrinting

11ampVariableData

ROIAnalysis

4700FStreetlOmahaNEl4027344400lwwwopzingcom

Brought to you by

Fall 2010 B2B Omaha 13

S T O R Y B Y S T E P H A N I E L Y N A M P H O T O B Y M I N O R W H I T E S T U D I O S C O M

DiVentures Omaharsquos unique scuba and swim center attracts attention

A nautical-looking building dotted with portholesmdashin Omahamdashis bound to attract a lot of attention DiVentures Scuba and Swim Center at 120th amp I streets is doing just that ldquoSome people come by just to see rdquo said co-owner Mark Roberts referring to the portholes ldquoor some

call them bubblesrdquoThe DiVentures facilitymdashdesigned by Alley Poyner Macchietto Architecture and built by Lund-

Ross Constructorsmdashincludes an indoor pool with depths of 3frac12 to 14 feet holding 164000 gallons of water Itrsquos home to a multi-faceted business offering scuba dive courses swim lessons for ages 6 months to adults scuba equipment sales rental and repair and even travel to exotic scuba destinations The scuba and swim center serves as a unique venue for corporate events and hosts pool parties for kids as well

The idea for DiVentures materialized a few years ago when Roberts and friend Dean Hollis while in the Nicaraguan jungle on a mission trip with a Christian group talked about the need for a one-stop-shopping diving business in Omaha After more than two years of planning and talking with other

Avid divers Dean Hollis in red and Mark Roberts opened their own scuba shop in 2009 ldquo[DiVentures custom-ers] come from all walks of life mdash people who love water people who want to love water and people that are simply curiousrdquo Hollis said

12 B2B Omaha Fall 2010

dive shop owners DiVentures was launched and operated out of a temporary location for about a year The business relocated to their new permanent facility near 120th Street in May

ldquoWe both had an interest and passion for divingrdquo Hollis said The Omaha men are certified diversmdashHollis a diver since the age of 16 in Florida and Roberts certified for the past 10 years Hollis and Roberts also shared the desire to try something new after retiring from business careers at ConAgra and computer software companies respectively

Dozens of courses are offered at DiVentures including the Discover Scuba Diving course a quick introduction available three times a week (no certification earned) The popular Open Water Diver course earns a lifetime certification and involves classroom time confined water dives in the pool and open water dives It takes two to six weeks on average to earn a scuba diving certification which can be earned as young as age 10 There are usually about four to eight students in a class Families commonly take these courses together Roberts said

Many specialty dive courses are offered at DiVentures including the Boat Diver course and Digital Underwater Photography course The travel department arranges dive trips to Belize the Bahamas and Australia among other destinations Roberts and Hollis donrsquot have one favorite location to dive but go to different places for different reasons although they both agree the Caribbean is hard to beat

About a third of the business comes from lessons and classes a third from equipment sales and service and a third from travel Hollis said One surprise theyrsquove seen The large number of adults taking swim lessons There seems to be no one type of DiVentures customer ldquoThey have been from all walks of life mdash people who love water people who want to love water people that are simply curiousrdquo he said For more information on DiVentures visit their web site at wwwdiventuresnet

ldquoWe make your l i fe easierrdquo

OmahaFriendlyServicescom4029325704

V i s i t o u r n e w w e b s i t e featuring a blog with professional tips for your lawn landscape and snow needs

New Stuff from a Old Friend

isyoursolutionfor

CrossMediaMarketingStrategy

MailingampPostalSolutions

FulfillmentDistribution

DigitalPrinting

11ampVariableData

ROIAnalysis

4700FStreetlOmahaNEl4027344400lwwwopzingcom

Brought to you by

Fall 2010 B2B Omaha 13

dive shop owners DiVentures was launched and operated out of a temporary location for about a year The business relocated to their new permanent facility near 120th Street in May

ldquoWe both had an interest and passion for divingrdquo Hollis said The Omaha men are certified diversmdashHollis a diver since the age of 16 in Florida and Roberts certified for the past 10 years Hollis and Roberts also shared the desire to try something new after retiring from business careers at ConAgra and computer software companies respectively

Dozens of courses are offered at DiVentures including the Discover Scuba Diving course a quick introduction available three times a week (no certification earned) The popular Open Water Diver course earns a lifetime certification and involves classroom time confined water dives in the pool and open water dives It takes two to six weeks on average to earn a scuba diving certification which can be earned as young as age 10 There are usually about four to eight students in a class Families commonly take these courses together Roberts said

Many specialty dive courses are offered at DiVentures including the Boat Diver course and Digital Underwater Photography course The travel department arranges dive trips to Belize the Bahamas and Australia among other destinations Roberts and Hollis donrsquot have one favorite location to dive but go to different places for different reasons although they both agree the Caribbean is hard to beat

About a third of the business comes from lessons and classes a third from equipment sales and service and a third from travel Hollis said One surprise theyrsquove seen The large number of adults taking swim lessons There seems to be no one type of DiVentures customer ldquoThey have been from all walks of life mdash people who love water people who want to love water people that are simply curiousrdquo he said For more information on DiVentures visit their web site at wwwdiventuresnet

ldquoWe make your l i fe easierrdquo

OmahaFriendlyServicescom4029325704

V i s i t o u r n e w w e b s i t e featuring a blog with professional tips for your lawn landscape and snow needs

New Stuff from a Old Friend

isyoursolutionfor

CrossMediaMarketingStrategy

MailingampPostalSolutions

FulfillmentDistribution

DigitalPrinting

11ampVariableData

ROIAnalysis

4700FStreetlOmahaNEl4027344400lwwwopzingcom

Brought to you by

Fall 2010 B2B Omaha 13

Story by Corey Ross bull Photos by minorwhitestudioscomcover story

A few minutes into an interview with the surviv-ing Sapp brothers Bill and Lee owners of Sapp Bros travel centers one of the secrets of their business success becomes abundantly clear

Still Trucking AlongWith their nationwide travel center business on the brink of its 40th anniversary the surviving Sapp brothers ndash

Bill and Lee ndash share their life stories of family the Depression war and business success in a new book

Bill Sapp at left enjoys a cup of coffee with brother Lee at their Ashland travel center

14 B2B Omaha Fall 2010

The clarity comes from an answer Bill Sapp youngest of the four original broth-ers gives about a book to be released this fall detailing their life stories from life in rural Nebraska to growing up during the Depression to their military service and then ultimately to the brothers becoming Nebraska business icons

So why did Bill 69 and Lee 71 write the book

ldquoBecause wersquore the only ones left to tell the storyrdquo Bill says answering the question quite literally

That sort of common-sense thinking has guided the Sapp Bros company through decades of business success Next year their most renowned business success their travel centers will celebrate its 40th anniversary

That upcoming anniversary seemed an appropriate time to reflect and The Sapp Brothersrsquo Story Tough Times Teamwork amp Faith provides ample insight into the Sapps including how they built their truck stop empire recognized by many by its iconic coffee pot

The Sapp Brothersrsquo Story published by Addicus Books is 234 pages of alternating narratives told by the brothers Lee Sapp succinctly boils the theme of the book down to the following ldquoHard times will always come again but you endure by realizing itrsquos all about people and taking care of themrdquo

That philosophy steeped in the Sapp brothersrsquo Christian faith has guided the business and continues to The brothers are currently renovating the restrooms in all 16 truck stops so all of them can honestly say as Ogallala and Sydney do that theyrsquore the cleanest around

Attention to detail and a focus on excel-lence has grown the business from their single stop in Ashland opened in 1971 to a chain that stretches from Salt Lake City to Clearfield Pa

Among other business ventures the Sapps had an auto dealership and a semi-truck dealership before buying the 52-acre parcel of land in Ashland that became the truck stop (To read more about this refer to the book excerpt on page 19) The original motivation was to provide a more convenient location to service their truck customers Moving from 11th and Pierce Streets in downtown Omaha

Looking for abetter way to manage all your print projects

We deliver a powerful streamlined Print Management Solution when youcombine our e-commerce ordering with our single source guarantee

Order manage print and ship mdashright from your desktop

13308 Chandler Road bull Omaha NE 68138402-896-9400 bull wwwformsguyscom

Thanks for voting us bestBusiness forms amp services

continued on page 17

9001 Arbor St 205 bull Omaha NE 68124 bull 4025053873

Providing Quality Printing amp Graphics Since 2002

Check us out online TODAYwwwfuseimagingcom

IMAGINGIMAGINGIMAGINGprinting amp graphics

Fall 2010 B2B Omaha 15

The clarity comes from an answer Bill Sapp youngest of the four original broth-ers gives about a book to be released this fall detailing their life stories from life in rural Nebraska to growing up during the Depression to their military service and then ultimately to the brothers becoming Nebraska business icons

So why did Bill 69 and Lee 71 write the book

ldquoBecause wersquore the only ones left to tell the storyrdquo Bill says answering the question quite literally

That sort of common-sense thinking has guided the Sapp Bros company through decades of business success Next year their most renowned business success their travel centers will celebrate its 40th anniversary

That upcoming anniversary seemed an appropriate time to reflect and The Sapp Brothersrsquo Story Tough Times Teamwork amp Faith provides ample insight into the Sapps including how they built their truck stop empire recognized by many by its iconic coffee pot

The Sapp Brothersrsquo Story published by Addicus Books is 234 pages of alternating narratives told by the brothers Lee Sapp succinctly boils the theme of the book down to the following ldquoHard times will always come again but you endure by realizing itrsquos all about people and taking care of themrdquo

That philosophy steeped in the Sapp brothersrsquo Christian faith has guided the business and continues to The brothers are currently renovating the restrooms in all 16 truck stops so all of them can honestly say as Ogallala and Sydney do that theyrsquore the cleanest around

Attention to detail and a focus on excel-lence has grown the business from their single stop in Ashland opened in 1971 to a chain that stretches from Salt Lake City to Clearfield Pa

Among other business ventures the Sapps had an auto dealership and a semi-truck dealership before buying the 52-acre parcel of land in Ashland that became the truck stop (To read more about this refer to the book excerpt on page 19) The original motivation was to provide a more convenient location to service their truck customers Moving from 11th and Pierce Streets in downtown Omaha

Looking for abetter way to manage all your print projects

We deliver a powerful streamlined Print Management Solution when youcombine our e-commerce ordering with our single source guarantee

Order manage print and ship mdashright from your desktop

13308 Chandler Road bull Omaha NE 68138402-896-9400 bull wwwformsguyscom

Thanks for voting us bestBusiness forms amp services

continued on page 17

9001 Arbor St 205 bull Omaha NE 68124 bull 4025053873

Providing Quality Printing amp Graphics Since 2002

Check us out online TODAYwwwfuseimagingcom

IMAGINGIMAGINGIMAGINGprinting amp graphics

Fall 2010 B2B Omaha 15

Abersquos Trash Service IncldquoSer ving Omaha For Over 50 Years rdquo

Residential bull Commercial bull Rec yclingS ales bull Ser vice bull Rentals

CO m m e R C i a lbull B O t h F R O n t F Oa d amp R e a R lOa d S t Y l e S

bull S i z e S F R O m 2 - 8 C u B i C Ya R d S

R e S i d e n t i a lbull d e p e n da B l e w e e k lY R e S i d e n t i a l t R a S h S e R v i C e

bull 90 G a l lO n t R a S h C a R t S a v a i l a B l ebull R e C Y C l i n G a n d Ya R d w a S t e S e R v i C e S av a i l a B l e

CO m paC t O R Sbull S tat i O n a R Y amp S e l F - CO n ta i n e d CO m paC t O R S

bull C a R d B Oa R d CO m paC t O R Sbull R e C Y C l i n G S e R v i C e

bull w e p e R F O R m a l l m a i n t e n a n C e O n O u R CO m paC t O R S

402-571-49268123 Christensen lane bull Omaha 68122 bull wwwabestrashcom

locally Owned and Operated

bull bull dd e p e n dae p e n da

bull R ebull R ebull R ebull R ebull R e

bull S tat ibull S tat i

bull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p ebull w e p e

CO n S t R u C t i O n amp d e m O l i t i O nbullCampd l a n d F i l l

bull Campd R e C Y C l i n Gbull G R e e n B u i l d S e R v i C e S

R O l l - O F F CO n ta i n e R Sbull 12 20 30 amp 40 Ya R d S i z e S

bull m e ta l O p e n t O p R O l l - O F F d u m p S t e R Sbull O n e - t i m e u S e O R O n a lO n G t e R m B a S i S

bull CO n S t R u C d t i O n p R O j e C t S S p R i n G C l e a n i n G n e i G h B O R h O O d C l e a n u p S

VOTED OMAHArsquoS BEST ROOFING COMPANY 4 YEARS IN A ROW

An authorized Duro-Last Contractor

16 B2B Omaha Fall 2010

Call us for free confidential counseling if you are behind in your mortgage payment credit card

payments or struggling to make ends meet We are your local community service agency

Struggling in these difficult economic times

Wersquore Confidential and Counseling is FREE

We Can Help

wwwcccsnorg402-333-2227

to just a few hundred yards off the newly opened interstate provided better access

The decision to expand their dealership into a full-blown truck stop came after Bill Sapp toured several successful truck stops throughout the Midwest and learned the tricks of the trademdashand came up with a few of his own

From the start the brothers decided not to sell alcohol or pornography at their stops More than their Christian faith guided the decision Bill Sapp says the move was just good business and symbolic of the relation-ship the Sapps sought with their customers

ldquoWe try to do everything we can to not encourage people because we know people especially truckers are on the road away from wife and familyrdquo he says ldquoThey can stop next door and buy something But if they buy a six-pack and have a wreck thatrsquos really hard on insurance on those trucking companies

ldquoWersquove always tried to do whatrsquos best for our customersrdquo

Another key to the Sappsrsquo success has to been to require each of their truck stop managers to make their center shine in one particular area For instance Bill Sapp claims the stop in Cheyenne Wyo has the best truck service center in the country Another has the best Burger King The area of excellence isnrsquot the same at any two stops Bill says and is dictated by that man-agerrsquos particular strengths

ldquoIf you excel at something that will make people want to come backrdquo he says ldquoFor instance in Cheyenne truckers will drive an extra 100 miles to have their truck serviced by usrdquo

Semi-trucks are still a big part of the business but car traffic (ldquofour-wheelers as the Sapps call them) is just as important now thus the term ldquotravel centerrdquo has phased out ldquotruck stoprdquo

That shift and changes in the trucking industry have provided the Sapps many challenges over the years but they mostly have been up to the task

Lee Sapp says ldquoNone of us are perfect We all fall short But the bottom line in life is this What can we do to help our brotherrdquo

By any measure the Sapps have done a lot

cover storycontinued from page 15

Fall 2010 B2B Omaha 17

Brian Murphy (Commercial Accounts Manager) and Dennis Smart (Service Manager) will put together a ldquoPlanned Maintenancerdquo package to suit your needs

11701 Centennial Road 1 bull La Vista Nebraska 68128 bull wwwcontrolledcomfortcom

Call today333-2775

bull Extended Equipment Lifebull Increased Comfort Levelsbull Priority Response Timebull Reduced Risk of Breakdownsbull 15 Discount on Needed Repairsbull Budgetary Control

4315 South 50th Street bull 4027335500

65 Years of Business in Omaha65 Years of Business in Omaha

AMERICAN DISCOUNT AWARDS INC

Quality At A PriceYou Can Afford

4855 S 137th Street bull Omaha NE 68137 bull 402-895-7409

Under New Ownership

Thank You For Voting Us Best of B2B

New Chivari Chairs and Dance Floor Fall of 2010

Experience the sophisticated

elegance of The Scouler

Building Ballroom and make

your once-in-a-lifetime

wedding dreams come true

18 B2B Omaha Fall 2010

Do you feel like yoursquore just feeding the meterFor more than 30 years Bland amp Associates PC has taken an active role assisting business owners grow the financial success and security of their businesses and their families Our reward lies in the personal relationships we buildnot in the hours we bill

Call us today and experience the distinctive differences our clients enjoy 3978822

cover story

The good news back in 1966 was that we were selling so many GMC trucks we needed a bigger place The bad news was that truckers were complaining that our off-the-beaten path GMC location in downtown Omaha was hard to find and difficult to get into because of the narrow streets

Knowing all of this we brothers discussed trying to find a location just off the interstate so truckers could get right off and then right back on the road When a real estate agent approached us in 1967 about land that was in a very good location right on the interstate we were ready to listen He said the parcel was a fifty-two-acre lot at the intersection of Interstate 80 and Highway 50 near Omaha and we could buy at a very reasonable price

The idea behind purchasing this land of course was to move the GMC dealership from Omaha and rebuild it out there Lee and I decided that moving the GMC dealership was the thing to do and we convinced the other brothers of it We were all pretty aggressive thinkers and we just felt like we didnrsquot have room to grow and improve in downtown Omaha So we negotiated a deal and bought the fifty-two acres of farmland

Soon after our purchase however we realized we might be in over our heads although GMC headquarters had sent us a letter saying it was okay for us to find some land to build a larger dealership on

We learned we would have to get commercially rezoned in Sarpy County We didnrsquot have any streets water sewers level landmdashnothing Here we were going to move our dealership from downtown all the way out there to this intersection that was not developed We would have to build everything and pay for it ourselves which was going to be Mission Impossible because we didnrsquot have much cash at that point We werenrsquot at all sure we could come up with the kind of money we needed to build roads and get everything to operate a successful dealership

But then a real blessing came along although we didnrsquot necessarily view it that way at the time Our GMC dealership was in Douglas County and the land we bought was in Sarpy County There was

already a GMC dealer in the small town of Papillion in Sarpy County at that time and he told General Motors that we shouldnrsquot be allowed to infringe on his franchise territory since this was a franchised area That lat-est glitch in our plans made Dean came up with a great idea Why not build a truck stop on the land When we looked at the intersection and the property with that thought in mind we could see it had tremendous potential for future development

At that time the fifty-mile interstate route from Lincoln to Omaha had been open to traffic for only about five years Interstates were a relatively new concept then America was only 10 years into the whole idea of President Eisenhowerrsquos interstate highway system In Nebraska Interstate 80 existed only in short bits and pieces of unconnected highway in some places

Considering history and I like to do that it seemed that commerce was bound to develop and grow along the interstate as it had along other transportation routes like the railroad and before that along the rivers and waterways

In 1967 Interstate 80 showed the promise of becoming one of the most traveled highways in the country both for trucks and automobiles Beginning in downtown San Francisco the highway was meant to stretch all the way across the country to Teaneck New Jersey a suburb of New York City with Omaha almost smack dab in the center between those two cities That made the prospects for a truck stop look very bright

Add to that calculation the steady traffic flow on Highway 50 bringing trucks from the south into Omaha and we had a convincing equation for business success

From Truck Stops to Travel Centers Bill Sapp

Excerpt from The Sapp Brothersrsquo Story Tough Times Teamwork amp Faith

Childrenrsquos Hospital amp Medical Center does more than care for children We make families happy

Recognition To learn more go toWeKnowChildrenorg

Fall 2010 B2B Omaha 19

Omaharsquos mayor asked to speak to the group Congressman Lee Terry called to say he would appreciate their input The governor wanted to share with them his thoughts on the Nebraska economy and other issues of interest to small business

What is this highly respected group in such demand Itrsquos BOSS mdashBusiness Owner Success Seriesmdashan invitation-only group made up of members of the Greater Omaha Chamber who are business owners presidents and CEOs Itrsquos exclusive and members like that

BOSS was launched by James Butler the Chamberrsquos vice presi-dent of member services last year

ldquoWe set it up last September (introduced during a dinner and golf outing) thinking larger companies would take advantage of it Irsquom happy to say itrsquos quickly becoming a small-business-dominated organizationrdquo

At the Chamber more than 81 percent of the 3300 members are small businesses with 50 or fewer employees

BOSS was the idea of Chamber President David Brown who wanted to offer networking at the highest level while making it as educational and informative as possible

Butler says members want networking above all else ldquoItrsquos their opportunity to network with people who sit at the same level they

do connect with somebody whorsquos walked in their shoesrdquo At one meeting members played a networking game They

received a number went to that table and talked about themselves ldquoIt got the ball rollingrdquo says Butler ldquoWe had trouble getting people out the doorrdquo

Meetings have taken place at various locations that the Chamber thought members would enjoymdashGallup Durham Museum the Rave Theater and at Jet Linx Aviation where Craig Pearce the founder of the Institute for Innovative Leadership at the University of Nebraska-Lincoln spoke His message in May was about entre-preneurial leadership

ldquoI think members walked away with a feeling they had insight into whatrsquos expected of a leader in small businessrdquo Pearce told us as he prepared to leave to give a speech in Montreal ldquoLeadership is a thing to be shared Wersquore in an age of knowledge We need leader-ship from everybody if wersquore to succeedrdquo

He accepted the invitation to speak to BOSS because he saw the group as engaged and desiring knowledge ldquoItrsquos always nice to con-nect with leaders who impact the lives of people day-to-dayrdquo

Because of the enthusiastic acceptance of the quarterly BOSS meetings Butler introduced ldquomini BOSS meetingsrdquo Theyrsquore smaller

feature Story by Judy Horan bull Photos by minorwhitestudioscom

Whorsquos the BOSSChamber program provides networking for company CEOs owners and presidents

Chamber Vice President Butler says members want networking above all else ldquoItrsquos their opportunity to network with people who sit at the same level they do connect with somebody whorsquos walked in their shoesrdquo

20 B2B Omaha Fall 2010

and issue- or event-based The first was with Congressman Lee Terry in June

ldquoHe wanted feedback from our members and gave his perspective on whatrsquos going on in Washingtonrdquo Butler says ldquoThere were a lot of questions about the future for small busi-ness health care reform and cap and traderdquo

Health care reform also was the topic when Omaha native Patrick Cooney presi-dent of a Washington DC lobbyist firm spoke to BOSS members on June 18 at the Rave Theater

A capacity crowd gathered at Gallup to hear Jim Krieger Galluprsquos vice chairman and CFO and Dr Gale Muller chief consultant of Gallup World discuss the firmrsquos work

Omaha Mayor Jim Suttle asked to meet with the group on July 1 to discuss his 2011 budget taxes and other Omaha-related issues Then on Aug 10 Gov Dave Heineman met over coffee with members for a wide-ranging talk about small business and the Nebraska economy Held at Metro Community Collegersquos Culinary Institute the event was limited to 200 members

Dacia Kruse the Chamberrsquos public policy lobbyist sat down with BOSS to receive input about the Chamberrsquos public policy strategy for 2011

By the end of 2010 BOSS will have hosted four quarterly and seven mini BOSS events including the BOSS annual golf out-ing ldquoWe found the quarterly events attract members that havenrsquot been to events in yearsrdquo Butler says

Chamber member Dave Marples head of CFO Omaha Inc has attended every BOSS and mini BOSS event ldquoBOSS was designed to bring together people who have a common interest owners of businesses faced with the same types of problems Bosses are faced with different problems than their marketing director

ldquoThe meeting with the mayor at Durham Museum gave us an opportunity to give him a unified response that taxing us is not going to solve the cityrsquos problemsrdquo Marples says

He says meeting with the Chamberrsquos lob-byist gave him a voice ldquoWhen you have a voice in state and local government through the Chamber of Commerce all of a sudden my voice becomes magnified by hundreds of others

ldquoWithout BOSS each one of us would be floundering around trying to make our voice heardrdquo

Keeping Omaha beautiful for

50 years

fbgservicescom4023464422

best janitorial service

14124 Industrial Road Omaha NE 68144-3332 4023392221 mclconstructioncom

bull Hospital ConstructionRenovation bull FinancialOffi ce bull Religious bull Educational bull Data Centers bull Warehouses

CommercialConstructionGreen EnvironmentsDisaster RecoveryIndustrialMedicalEducation

We appreciate your Best of B2B Vote

2606 S 156th Circle bull Omaha NE 68130 bull (402) 399-9233wwwsparklingkleancom

Fall 2010 B2B Omaha 21

and issue- or event-based The first was with Congressman Lee Terry in June

ldquoHe wanted feedback from our members and gave his perspective on whatrsquos going on in Washingtonrdquo Butler says ldquoThere were a lot of questions about the future for small busi-ness health care reform and cap and traderdquo

Health care reform also was the topic when Omaha native Patrick Cooney presi-dent of a Washington DC lobbyist firm spoke to BOSS members on June 18 at the Rave Theater

A capacity crowd gathered at Gallup to hear Jim Krieger Galluprsquos vice chairman and CFO and Dr Gale Muller chief consultant of Gallup World discuss the firmrsquos work

Omaha Mayor Jim Suttle asked to meet with the group on July 1 to discuss his 2011 budget taxes and other Omaha-related issues Then on Aug 10 Gov Dave Heineman met over coffee with members for a wide-ranging talk about small business and the Nebraska economy Held at Metro Community Collegersquos Culinary Institute the event was limited to 200 members

Dacia Kruse the Chamberrsquos public policy lobbyist sat down with BOSS to receive input about the Chamberrsquos public policy strategy for 2011

By the end of 2010 BOSS will have hosted four quarterly and seven mini BOSS events including the BOSS annual golf out-ing ldquoWe found the quarterly events attract members that havenrsquot been to events in yearsrdquo Butler says

Chamber member Dave Marples head of CFO Omaha Inc has attended every BOSS and mini BOSS event ldquoBOSS was designed to bring together people who have a common interest owners of businesses faced with the same types of problems Bosses are faced with different problems than their marketing director

ldquoThe meeting with the mayor at Durham Museum gave us an opportunity to give him a unified response that taxing us is not going to solve the cityrsquos problemsrdquo Marples says

He says meeting with the Chamberrsquos lob-byist gave him a voice ldquoWhen you have a voice in state and local government through the Chamber of Commerce all of a sudden my voice becomes magnified by hundreds of others

ldquoWithout BOSS each one of us would be floundering around trying to make our voice heardrdquo

Keeping Omaha beautiful for

50 years

fbgservicescom4023464422

best janitorial service

14124 Industrial Road Omaha NE 68144-3332 4023392221 mclconstructioncom

bull Hospital ConstructionRenovation bull FinancialOffi ce bull Religious bull Educational bull Data Centers bull Warehouses

CommercialConstructionGreen EnvironmentsDisaster RecoveryIndustrialMedicalEducation

We appreciate your Best of B2B Vote

2606 S 156th Circle bull Omaha NE 68130 bull (402) 399-9233wwwsparklingkleancom

Fall 2010 B2B Omaha 21

Premier Wealth

AdvisorsHow They Do It

The primary focus of the National Association of Board-Certified Advi-sory Practices (NABCAP) is to serve the investing public by helping identify top wealth managers NABCAP a 501(c)(3) nonprofit and its board of di-rectors created an unaffiliated evaluation process in which 20 categories of practice management are assessed Advisors are invited (andor nominated) to participate and then a multistep verification process uses independent re-sources to assess the accuracy and truthfulness of the information submitted by participating practices NABCAPrsquos unbiased approach produced the final 2010 OmahaLincoln Premier Advisors list found on pages 23-24) Rather than merely winning a popularity contest the financial professionals on this list have met an objective standard of excellence For a detailed description of the process visit nabcaporg

How To Use ItWhile NABCAPrsquos evaluation process is comprehensive not every practice

on the Premier Advisors list will fit you as an investor To best use the list NABCAP first recommends narrowing the list by average client size Select practices whose average clientrsquos assets are between a quarter and a half the size of where you estimate yourself to be mdash if you have approximately $2 million of investable assets look for practices with an average client size of $500000ndash$1 million mdash so you will fall within the top 20 percent of a practicersquos clientele Also look at each practicersquos top five specialties and desig-nations to be sure they align with your individual needs Try to select at least three practices to interview so you can evaluate their different personalities service models and practice methodologies

NABCAPrsquos focus is to provide objective differentiation between financial advisory practices and through its evaluation process to help add transpar-ency to the financial services industry Even though the NABCAP Premier Advisors list is comprehensive it should not be considered exhaustive and the disclaimers on page 24 should be considered

special section

ALIR GroupMerrill Lynch

Beukelman GroupUBS Financial Services Inc

Bob Bennie Wealth Management IncLPL Financial

Bob KennyRBC Wealth Management

Cambridge Advisors IncSchwab Institutional

Carson Wealth Management GroupLPL Financial

$1345000

$1760000

$640000

$170000

$670000

$715000

45

86

125

226

45

83

64

32

13

11

51

128

CFPFPIMPPLMCM

CFPCIMAFPBPEPPMCM

CFPRPFPEPPMCM

RPIMRSPMCM

CHFCCFARPFPIMPMAM

CFPCPACHFCCLURPHPIMBPCM

Omaha402-496-5115

Lincoln402-328-2084

Lincoln402-421-2626

Omaha402-392-6100

Omaha402-697-1166

Omaha402-330-0808

For the first time B2B Omaha Magazine presents a list of the top finan-cial advisors in OmahaLincoln according to NABCAP What follows is a list of this yearrsquos winners and a closer look at some of the regionrsquos top financial specialists

22 B2B Omaha Fall 2010

Christopher ScottUBS Financial Services Inc

Dworak McEwen Winner GroupUBS Financial Services Inc

Egermier Wealth Management GroupLPL Financial

Ethen Bagley GroupMerrill Lynch

Feltz WealthPLANLPL Financial

Frank J WardAmeriprise Financial

Furstenau Financial ManagementLPL Financial

Hammes Seymour Adams Financial GroupUBS Financial Services Inc

Jeff SharpSilverStone Group

JudgeRoseRiggs Group Morgan Stanley Smith Barney

Kerlik Sadler amp AssociatesAmeriprise Financial

The Korkow Group-- Craig D KorkowMerrill Lynch

The Militti GroupMorgan Stanley Smith Barney

$1000000

$1160000

$200000

$445000

$580000

$150000

$165000

$275000

$1850000

$270000

$115000

$765000

$760000

40

72

82

143

141

600

290

133

50

165

166

150

50

11

43

52

22

64

11

12

31

25

31

30

13

31

RPFPRMESCM

CIMAFPIMEPPMCM

CHFCCFPRPFPWPPMAM

CFPRPFPIMPMCM

CFPCFARPFPIMCMAM

RPFPSPIMCM

RPWPIMPMCM

CIMACFPRPFPRSRMCM

CHFCCLUCFPRPWPIMEPCM

CPACRPSCFPRPWPEPCMSA

CFPRPFPWPEPCM

CFPRPFPWPRSRM

RPFPEPCMAM

Omaha402-963-2969

Lincoln402-420-7799

Omaha402-861-9696

Omaha402-496-5192

Omaha402-691-0200

Omaha402-397-1600

Neligh402-887-4302

Omaha402-397-1600

Omaha402-964-5440

Omaha402-397-0900

Omaha402-334-7265

Omaha402-496-5127

Omaha402-399-1513

The Mindock-Nelson GroupMorgan Stanley Smith Barney

Moylan Kropp Retirement Planning LLCSecurities America

Mundy amp AssociatesNFP Securities

Revolution Group LLCLPL Financial

Slatterys amp Hruby GroupMerrill Lynch

Windy City Wealth ManagementSchwab Institutional

$700000

$280000

$645000

$225000

$1000000

$475000

75

300

80

85

121

12

22

23

24

12

32

10

CFPRPWPIMEPLM

CHFCCLUCPACFPRPFPWPEPCM

CIMACPWACHFCCLURPIMEPPMAM

RPWPEPPMCM

CIMACFPRPRMEPPMCM

RPFPPMCMAM

Omaha402-399-6337

Omaha402-390-9066

Omaha402-398-1103

Omaha402-933-3371

Omaha402-496-5109

Omaha402-614-2023

Fall 2010 B2B Omaha 23

Credentials IndexCEP- certified estate plannerCFA- chartered financial analyst CFP- certified financial plannerCIMA-certified investment management analystCAIA- chartered alternative investment analystCPWA- certified private wealth advisor

CHFC- chartered financial consultantCRPS- chartered retirement plans specialistCLU- chartered life underwriterMCEP- master certified estate planner CPA- certified public accountantAIF- Accredited Investment Fiduciary

Specialties IndexRP Retirement PlanningFP Financial PlanningEP Estate PlanningSP Special Needs PlanningPP Philanthropic PlanningBP Business Planning

WP Wealth Preservation InsuranceCP Capital PreservationCM Comprehensive Wealth ManagementAM Asset Allocation Management

PM Portfolio ManagementIM Investment ManagementRM Risk ManagementLM Liability ManagementRS Retirement ServicesCS Corporate Services

FS Family Office ServicesES Executive ServicesPA Professional AthletesHP High Profiled IndividualsLC Low Cost ProviderSA Separately Managed Accounts

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely dedicated to our clientsrsquo success

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give our clients great comfort and more time to enjoy life and family

Morgan Stanley Smith Barney LLC Member SIPC

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give

1125 South 103rd Street Suite 500 Omaha NE 68124402-399-1513 wwwmorganstanleycomfamilittigroup

The Militti Group at Morgan Stanley

Smith Barney

Edward J Militti Sr Senior Vice President Financial Advisor

Carroll Militti-Hacker Financial Advisor

EJ Militti Jr Financial Advisor

[a] To ensure the best interests of the investing public NABCAP does not accept financial support from advisory practices financial institutions or the media in exchange for benefi-cial reviews rankings or industry insight NABCAP is not affiliated with any advisor or financial institution participating in the survey

[b] Selecting a NABCAP Premier Advisor is no guarantee as to future investment success nor is there any guarantee that the selected financial advisory practice will be designated as a Premier Advisor by NABCAP in the future

[c] The inclusion of a financial advisory practice on the NABCAP Premier Advisors list should not be construed as an endorsement of the financial advisory practice by NABCAP or B2B Omaha Magazine

[d] Although NABCAP invites all advisors in a market to participate the final decision lies with the advisor and as such there may be advisors who would qualify but do not appear on the list as they chose not to participate and if they were included some advisors on this list would not have been included

[e] NABCAP screens candidates for regulatory compliance issues Checks and balances are imposed to limit the inclusion of an advisor with a negative regulatory history or multiple client complaints These checks and balances include the following

[i] NABCAP requires financial advisors to be registeredlicensed financial advisors in good standing with state and federal regulatory bodies In addition NABCAP requires financial advisors to be in compliance with their respective brokerdealer or affiliated representation

[ii] NABCAP reviews each financial advisor and support staffrsquos U-4 or ADV to verify

their employment and compliance record

[iii] If an advisory practice makes the list with a settlement on its record we recom-mend investors inquire with the advisory practice and with its supervisor for the nature of the settlement

[f ] The supervisor survey is structured to make it equally easy for a respondent to give nega-tive or positive responses and the method of calculating results incorporates both negative and positive survey responses

[g] The client-survey portion of the evaluation process is optional Client input does not im-pact the overall score for participants nor is it a reflection of client satisfaction in any way The aggregate of client surveys that are received are given back as feedback to the advisor The information is not published or distributed

[h] NABCAP does not perform subjective analysis of the survey results but assigns numerical ratings based on questionnaire and survey responses as well as third-party verification

[i] 5000+ direct contacts were made via email in Nebraska and 40000+ indirect to the magazine subscribers for participationnomination of participants Premier Advisors list will not exceed 35 of each marketrsquos financial advisory practices

[j] NABCAP created the methodology and process Rank Premier Advisors is contracted to administer the evaluation process

[k] All profiles in the special advertising section following this article were sold exclusively by B2B Omaha Magazine and not endorsed in any way by NABCAP B2B Omaha Magazine is exclusively responsible for all advertisements

Disclaimers

24 B2B Omaha Fall 2010

Christopher ScottUBS Financial Services Inc

Dworak McEwen Winner GroupUBS Financial Services Inc

Egermier Wealth Management GroupLPL Financial

Ethen Bagley GroupMerrill Lynch

Feltz WealthPLANLPL Financial

Frank J WardAmeriprise Financial

Furstenau Financial ManagementLPL Financial

Hammes Seymour Adams Financial GroupUBS Financial Services Inc

Jeff SharpSilverStone Group

JudgeRoseRiggs Group Morgan Stanley Smith Barney

Kerlik Sadler amp AssociatesAmeriprise Financial

The Korkow Group-- Craig D KorkowMerrill Lynch

The Militti GroupMorgan Stanley Smith Barney

$1000000

$1160000

$200000

$445000

$580000

$150000

$165000

$275000

$1850000

$270000

$115000

$765000

$760000

40

72

82

143

141

600

290

133

50

165

166

150

50

11

43

52

22

64

11

12

31

25

31

30

13

31

RPFPRMESCM

CIMAFPIMEPPMCM

CHFCCFPRPFPWPPMAM

CFPRPFPIMPMCM

CFPCFARPFPIMCMAM

RPFPSPIMCM

RPWPIMPMCM

CIMACFPRPFPRSRMCM

CHFCCLUCFPRPWPIMEPCM

CPACRPSCFPRPWPEPCMSA

CFPRPFPWPEPCM

CFPRPFPWPRSRM

RPFPEPCMAM

Omaha402-963-2969

Lincoln402-420-7799

Omaha402-861-9696

Omaha402-496-5192

Omaha402-691-0200

Omaha402-397-1600

Neligh402-887-4302

Omaha402-397-1600

Omaha402-964-5440

Omaha402-397-0900

Omaha402-334-7265

Omaha402-496-5127

Omaha402-399-1513

The Mindock-Nelson GroupMorgan Stanley Smith Barney

Moylan Kropp Retirement Planning LLCSecurities America

Mundy amp AssociatesNFP Securities

Revolution Group LLCLPL Financial

Slatterys amp Hruby GroupMerrill Lynch

Windy City Wealth ManagementSchwab Institutional

$700000

$280000

$645000

$225000

$1000000

$475000

75

300

80

85

121

12

22

23

24

12

32

10

CFPRPWPIMEPLM

CHFCCLUCPACFPRPFPWPEPCM

CIMACPWACHFCCLURPIMEPPMAM

RPWPEPPMCM

CIMACFPRPRMEPPMCM

RPFPPMCMAM

Omaha402-399-6337

Omaha402-390-9066

Omaha402-398-1103

Omaha402-933-3371

Omaha402-496-5109

Omaha402-614-2023

Fall 2010 B2B Omaha 23

Credentials IndexCEP- certified estate plannerCFA- chartered financial analyst CFP- certified financial plannerCIMA-certified investment management analystCAIA- chartered alternative investment analystCPWA- certified private wealth advisor

CHFC- chartered financial consultantCRPS- chartered retirement plans specialistCLU- chartered life underwriterMCEP- master certified estate planner CPA- certified public accountantAIF- Accredited Investment Fiduciary

Specialties IndexRP Retirement PlanningFP Financial PlanningEP Estate PlanningSP Special Needs PlanningPP Philanthropic PlanningBP Business Planning

WP Wealth Preservation InsuranceCP Capital PreservationCM Comprehensive Wealth ManagementAM Asset Allocation Management

PM Portfolio ManagementIM Investment ManagementRM Risk ManagementLM Liability ManagementRS Retirement ServicesCS Corporate Services

FS Family Office ServicesES Executive ServicesPA Professional AthletesHP High Profiled IndividualsLC Low Cost ProviderSA Separately Managed Accounts

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely dedicated to our clientsrsquo success

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give our clients great comfort and more time to enjoy life and family

Morgan Stanley Smith Barney LLC Member SIPC

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give

1125 South 103rd Street Suite 500 Omaha NE 68124402-399-1513 wwwmorganstanleycomfamilittigroup

The Militti Group at Morgan Stanley

Smith Barney

Edward J Militti Sr Senior Vice President Financial Advisor

Carroll Militti-Hacker Financial Advisor

EJ Militti Jr Financial Advisor

[a] To ensure the best interests of the investing public NABCAP does not accept financial support from advisory practices financial institutions or the media in exchange for benefi-cial reviews rankings or industry insight NABCAP is not affiliated with any advisor or financial institution participating in the survey

[b] Selecting a NABCAP Premier Advisor is no guarantee as to future investment success nor is there any guarantee that the selected financial advisory practice will be designated as a Premier Advisor by NABCAP in the future

[c] The inclusion of a financial advisory practice on the NABCAP Premier Advisors list should not be construed as an endorsement of the financial advisory practice by NABCAP or B2B Omaha Magazine

[d] Although NABCAP invites all advisors in a market to participate the final decision lies with the advisor and as such there may be advisors who would qualify but do not appear on the list as they chose not to participate and if they were included some advisors on this list would not have been included

[e] NABCAP screens candidates for regulatory compliance issues Checks and balances are imposed to limit the inclusion of an advisor with a negative regulatory history or multiple client complaints These checks and balances include the following

[i] NABCAP requires financial advisors to be registeredlicensed financial advisors in good standing with state and federal regulatory bodies In addition NABCAP requires financial advisors to be in compliance with their respective brokerdealer or affiliated representation

[ii] NABCAP reviews each financial advisor and support staffrsquos U-4 or ADV to verify

their employment and compliance record

[iii] If an advisory practice makes the list with a settlement on its record we recom-mend investors inquire with the advisory practice and with its supervisor for the nature of the settlement

[f ] The supervisor survey is structured to make it equally easy for a respondent to give nega-tive or positive responses and the method of calculating results incorporates both negative and positive survey responses

[g] The client-survey portion of the evaluation process is optional Client input does not im-pact the overall score for participants nor is it a reflection of client satisfaction in any way The aggregate of client surveys that are received are given back as feedback to the advisor The information is not published or distributed

[h] NABCAP does not perform subjective analysis of the survey results but assigns numerical ratings based on questionnaire and survey responses as well as third-party verification

[i] 5000+ direct contacts were made via email in Nebraska and 40000+ indirect to the magazine subscribers for participationnomination of participants Premier Advisors list will not exceed 35 of each marketrsquos financial advisory practices

[j] NABCAP created the methodology and process Rank Premier Advisors is contracted to administer the evaluation process

[k] All profiles in the special advertising section following this article were sold exclusively by B2B Omaha Magazine and not endorsed in any way by NABCAP B2B Omaha Magazine is exclusively responsible for all advertisements

Disclaimers

24 B2B Omaha Fall 2010

Credentials IndexCEP- certified estate plannerCFA- chartered financial analyst CFP- certified financial plannerCIMA-certified investment management analystCAIA- chartered alternative investment analystCPWA- certified private wealth advisor

CHFC- chartered financial consultantCRPS- chartered retirement plans specialistCLU- chartered life underwriterMCEP- master certified estate planner CPA- certified public accountantAIF- Accredited Investment Fiduciary

Specialties IndexRP Retirement PlanningFP Financial PlanningEP Estate PlanningSP Special Needs PlanningPP Philanthropic PlanningBP Business Planning

WP Wealth Preservation InsuranceCP Capital PreservationCM Comprehensive Wealth ManagementAM Asset Allocation Management

PM Portfolio ManagementIM Investment ManagementRM Risk ManagementLM Liability ManagementRS Retirement ServicesCS Corporate Services

FS Family Office ServicesES Executive ServicesPA Professional AthletesHP High Profiled IndividualsLC Low Cost ProviderSA Separately Managed Accounts

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely dedicated to our clientsrsquo success

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give our clients great comfort and more time to enjoy life and family

Morgan Stanley Smith Barney LLC Member SIPC

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceThe Militti Grouprsquos philosophy is driven by ethos and professionalism Trust is paramount for a relationship to flourish Trust is only built by showing great character and integrity over an extended period of time Professionally we utilize our years of combined experience to develop customizable investment and lending strategies for differing client needs In sum we feel that to be recognized as a premier wealth management team we must exhibit enduring trust never utilize a ldquoone-size-fits-allrdquo approach and be results-driven solely

In your own words describe your practicersquos financial planning process We make it easy for our clients First through discovery we gather key client information so to immerse ourselves in where the client stands and where the client needs to be Next we develop a core financial plan based upon client interviews and other key findings to develop goals We then present our client with a holistic plan then verify that our client concurs with the plan and can adhere to the planrsquos design The plan must be measurable so we consistently measure the planrsquos progress and our own progress As we consistently monitor the plan we decide what tweaks are needed along the way Life changes around us so financial plans need to be revisited on an often basis Our process is designed to give

1125 South 103rd Street Suite 500 Omaha NE 68124402-399-1513 wwwmorganstanleycomfamilittigroup

The Militti Group at Morgan Stanley

Smith Barney

Edward J Militti Sr Senior Vice President Financial Advisor

Carroll Militti-Hacker Financial Advisor

EJ Militti Jr Financial Advisor

[a] To ensure the best interests of the investing public NABCAP does not accept financial support from advisory practices financial institutions or the media in exchange for benefi-cial reviews rankings or industry insight NABCAP is not affiliated with any advisor or financial institution participating in the survey

[b] Selecting a NABCAP Premier Advisor is no guarantee as to future investment success nor is there any guarantee that the selected financial advisory practice will be designated as a Premier Advisor by NABCAP in the future

[c] The inclusion of a financial advisory practice on the NABCAP Premier Advisors list should not be construed as an endorsement of the financial advisory practice by NABCAP or B2B Omaha Magazine

[d] Although NABCAP invites all advisors in a market to participate the final decision lies with the advisor and as such there may be advisors who would qualify but do not appear on the list as they chose not to participate and if they were included some advisors on this list would not have been included

[e] NABCAP screens candidates for regulatory compliance issues Checks and balances are imposed to limit the inclusion of an advisor with a negative regulatory history or multiple client complaints These checks and balances include the following

[i] NABCAP requires financial advisors to be registeredlicensed financial advisors in good standing with state and federal regulatory bodies In addition NABCAP requires financial advisors to be in compliance with their respective brokerdealer or affiliated representation

[ii] NABCAP reviews each financial advisor and support staffrsquos U-4 or ADV to verify

their employment and compliance record

[iii] If an advisory practice makes the list with a settlement on its record we recom-mend investors inquire with the advisory practice and with its supervisor for the nature of the settlement

[f ] The supervisor survey is structured to make it equally easy for a respondent to give nega-tive or positive responses and the method of calculating results incorporates both negative and positive survey responses

[g] The client-survey portion of the evaluation process is optional Client input does not im-pact the overall score for participants nor is it a reflection of client satisfaction in any way The aggregate of client surveys that are received are given back as feedback to the advisor The information is not published or distributed

[h] NABCAP does not perform subjective analysis of the survey results but assigns numerical ratings based on questionnaire and survey responses as well as third-party verification

[i] 5000+ direct contacts were made via email in Nebraska and 40000+ indirect to the magazine subscribers for participationnomination of participants Premier Advisors list will not exceed 35 of each marketrsquos financial advisory practices

[j] NABCAP created the methodology and process Rank Premier Advisors is contracted to administer the evaluation process

[k] All profiles in the special advertising section following this article were sold exclusively by B2B Omaha Magazine and not endorsed in any way by NABCAP B2B Omaha Magazine is exclusively responsible for all advertisements

Disclaimers

24 B2B Omaha Fall 2010

Revolution Group LLCwealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceI believe itrsquos an A-Z approach From a planning perspective one must gather facts analyze plan and then implement based on the clientsrsquo needs and future goals This means you must really get to know your clients and understand whatrsquos important to them I think this also entails the financial advisor and their firm aligning their clients with unbiased and objective advice and products with no strings attached To be a good advisory practice in this day and age you must have unique planning tools and effective risk-management investment products that are going to reduce the volatility of the market and combat todayrsquos economy If we had a motto it would be about putting clientsrsquo needs first above all else even if it means protecting the client from making mistakes or telling them something they donrsquot want to hear Just as importantly itrsquos our job to help clients remain patient and focused on their goals and leave the worrying about their investments to us

What is the process you take each customer throughInitially with a new client we take a relaxed conversational approach Most of my time is spent listening to the client and identifying their needs and whatrsquos important to them Every clientrsquos goals are different so what we do for each client is different throughout the process Our approach is definitely not one size fits all One thing we always do for each investment client is walk them through 12 questions to identify their comfort level time horizon and risk tolerance We make sure new clients know how to read their investment statements and understand what theyrsquove invested in For meetings with existing clients we do thorough account performance reviews and go over any changes that have been made in their investment portfolios making sure they understand why the changes were made We also make sure each time we meet we identify any life changes and update beneficiaries on clientsrsquo accounts

Describe your practicersquos investment philosophyOur strategy has devoted itself to the belief that clients come first We have designed our business model to serve the needs and goals of our clients This stands for professionalism devotion to excellence and trust Our clients receive investment products that are free from conflicts including investment banking conflicts Every clientrsquos needs and goals are different so each clientrsquos investment portfolio is custom designed We bring institutional and alternative opportunities (such as real estate offerings longshort managers oil and gas offerings private equity managed futures) to individual investors and mix traditional asset classes such as stocks and bonds in the development of our clientsrsquo portfolios Itrsquos very important to have a well-thought-out allocation and to spread risk I am a believer in active tactical management so clients see ongoing changes in their portfolios based on current market and economic conditions We are predominantly a fee- based firm so we have aligned our interest with our clients This way our feet are continuously held to the fire to perform

WINNERS

What is your philosophy on what it means to be a financial advisory practiceI believe itrsquos an A-Z approach From a planning perspective one must gather facts analyze plan and then implement based on the clientsrsquo needs and future goals This means you must really get to know your clients and understand whatrsquos important to them I think this also entails the financial advisor and their firm aligning their clients with unbiased and objective advice and products with no strings attached To be a good advisory practice in this day and age you must have unique planning tools and effective risk-management investment products that are going to reduce the volatility of the market and combat todayrsquos economy If we had a motto it would be about putting clientsrsquo needs first above all else even if it means protecting the client from making mistakes or telling them something they donrsquot want to hear Just as importantly itrsquos our job to help clients remain patient and focused on their goals and leave the worrying

What is the process you take each customer

conversational approach Most of my time is spent listening to the client and identifying their needs and whatrsquos important to them Every clientrsquos goals are different so what we do for each client is different throughout the process Our approach is definitely not one size fits all One thing we always do for each investment client is walk them through 12 questions to identify their comfort level time horizon and risk tolerance We make sure new clients know how to read their investment statements and understand what theyrsquove invested in For meetings with existing clients we do thorough account performance reviews and go over any changes that have been made in their investment portfolios making sure they understand why the changes were made We also make sure each time we meet we identify any life changes and update beneficiaries on clientsrsquo accounts

Describe your practicersquos investment philosophyOur strategy has devoted itself to the belief that clients come first We have designed our business model to serve the needs and goals of our clients This stands for professionalism devotion to excellence and trust Our clients receive investment products that are free from conflicts including investment banking conflicts Every clientrsquos needs and goals are different so each clientrsquos investment portfolio is custom designed We bring institutional and alternative opportunities (such as real estate offerings longshort managers oil and gas offerings private equity managed futures) to individual investors and mix traditional asset classes such as stocks and bonds in the development of our clientsrsquo portfolios Itrsquos very important to have a well-thought-out allocation and to spread risk I am a believer in active tactical management so clients see ongoing changes in their portfolios based on current market and economic conditions We are predominantly a fee- based firm so we have aligned our interest with our clients This way our feet are continuously held to the fire to perform

11725 Arbor St Ste 115Omaha NE 68144402-933-3371 wwwrevolutionadvisorcom

Ryan Fleischer RFCregPresident of Revolution Group LLC

Ryan received his bachelor of science in business administration from the University of Nebraska-Lincoln Ryan has been a financial advisor for over 10 years and has received numerous industry achievement awards He holds his Series 6 7 24 63 and 65 licenses Before starting his own consult-ing and investment firm Ryan was a top producer and manager for a large national financial services firm Ryan is a Registered Financial Consultant and currently is a registered principal of LPL Financial the largest independent broker-dealer in the United States (based on total revenues as reported in Financial Planning Magazine June 1996-2010) He also has been part of the Oppenheimer Funds Presidentrsquos Council since 2001 for his education expertise professionalism and superior commitment to his clients Ryan recently completed his qualifications at Metropolitan State College of Denver to sit for the final of the CFPreg exam which he plans to do later this year

Areas of expertise and menu of services Legacy Planning Portfolio Optimization or Investment Issues Retirement Planning and Income Business Issues Life Planning Issues Charitable Gifting Issues Family Sup-port Issues Insurance Issues and Tax Issues

Securities Advisory Services and Financial Planning Offered Through LPL Financial Member FINRASIPC

Fall 2010 B2B Omaha 25

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

1044 N 115th Street Suite 500 Omaha NE 68154 800-937-0892httpfamlcomkorkow_group

What is your philosophy on what it means to be a financial advisory practiceOur guiding principle and mission is over 95 years oldmdashldquoclient firstrdquomdashas stated by Charles E Merrill himself The foundation of which begins by listening Only then can we garner the necessary understanding to help the individual or organizational client successfully identify the respective financial goal We can then work to develop the potential solutions with our vast access to resources for goal accomplishment

Describe your practicersquos investment philosophyFlexible customized and focused on risk management The cornerstone of our risk reduction methodology begins by utilizing time tested asset allocation strategies in combination with modern day investment correlation theorem We must first work with our clients to accurately identify and differentiate between personal risk market risk and aspirational risk buckets of money We can then tailor the appropriate strategy for each bucket of money by utilizing our industry leading open architecture capabilities

Define the added value of your services in relationship to your feesOur value-add is in providing a holistic approach to financial planning Leaving nothing uncovered To truly become a family or organizational adjunct chief financial officer it requires the specialist resources of which our firm has access and the knowledge of how to put those resources to work It is exemplified in our industry leading and unwavering commitment to continuing education and training

Craig D Korkow CFPreg CRPCregof Merrill Lynch

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceThe Slatterys amp Hruby Group provides wealth management services to affluent families and trusts We help clients articulate their goals then guide them with appropriate strategies for investments lending wealth transfer and philanthropy with particular emphasis on tax minimization and wealth preservation By formally reviewing and understanding a clientrsquos total assets and liabilities we are able to develop customized solutions to address their unique needs and challenges For clients we seek to have a profound impact on both their financial and personal lives Our ultimate responsibility is to help clients achieve their aspirations for themselves future generations and their communities Within that effort we provide the personal attention and high level of service that significant wealth warrants

What is the process you take each customer throughWe use a comprehensive values-based financial planning process Our process starts with our initial discovery meeting where we take the time to learn about the prospective client their values interests past experience and goals Extensive analysis is done by our staff Certified finanCial Plannertrade practitioner to determine the strengths and weaknesses of the current situation From there we develop investment and advanced planning strategies specific to their goals and needs Once a client we meet on a quarterly basis to not only review investment performance but also to review advanced planning topics that are pertinent to their situation The analysis that was done initially is updated on at least an annual basis or as life changes warrant

The Slatterys amp Hruby Groupof Merrill Lynch

The Slatterys amp Hruby Group provides wealth management services to affluent families and trusts We help clients articulate their goals then guide them with appropriate strategies for investments lending wealth transfer and philanthropy with particular emphasis on tax minimization and wealth preservation By formally reviewing and understanding a clientrsquos total assets and liabilities we are able to develop customized solutions to address their unique needs and challenges For clients we seek to have a profound impact on both their financial and personal lives Our ultimate responsibility is to help clients achieve their aspirations for themselves future generations and their communities Within that effort we provide the personal attention and high level of service that significant wealth warrants

We use a comprehensive values-based financial planning process Our process

about the prospective client their values interests past experience and goals trade practitioner

their goals and needs Once a client we meet on a quarterly basis to not only review investment performance but also to review advanced planning topics

1044 N 115th StreetOmaha NE 68154402-496-5152 wwwtotalmerrillcom

L -R Timothy Slattery Jr Peggy Fehncke Stephen Hruby CIMAreg Kandis Schissel CFPreg Daniel Slattery

26 B2B Omaha Fall 2010

wealthB2B OMAHA MAGAZINErsquoS

WINNERSmanagement

What is your philosophy on what it means to be a financial advisory practiceOur mission is to help our clients (both institutions and families) articulate their financial goalsdreams and customize solutions to help them achieve the same We endeavor to keep our clients focused on their goals while providing independent advice and counsel on how to achieve them

What is the process you take each customer throughOur process begins with an interview to ensure that we have a complete understanding of the clientrsquos balance sheet income statement distribution needs tax considerations and financial goals and that the client understands our philosophy and the manner in which we work Once engaged we provide a sophisticated probability-based analysis to determine a range of outcomes and the likelihood of success We then implement strategic solutions to help clients secure their retirement fund college educations implement tax reduction strategies protect families and businesses and fulfill philanthropic interests

Define the added value of your services in relationship to your feesThe cost for proper advice and long-term financial success is negligible compared to the exorbitant cost of not having a plan and running out of time or money With more than 110 years of combined experiencemdashwith a variety of educational backgrounds that include finance economics and lawmdashour team has the requisite knowledge and experience to create holistic solutions

ALIR Groupof Merrill Lynch

wealthB2B OMAHA MAGAZINErsquoSmanagement

What is your philosophy on what it means to be a financial advisory practice Our teamrsquos focus is to help simplify our clientsrsquo lives in an increasingly complex world We offer wisdom as well as information so that our clients can make informed decisions regarding their financial affairs We consider it a privilege to serve as trusted advisors and to provide quality unbiased information and assistance What is the process you take each customer through Each prospective client is taken through a series of meetings The first is a discovery meeting where we gather information and gain an understanding of their goals timeframes and risk tolerance This is followed up by an Investment ProposalFinancial Plan meeting When the client indicates they are ready to proceed we schedule a mutual commitment meeting where we complete all paperwork and agree to each partyrsquos roles and responsibilities Once accounts have transferred in we follow-up with an on-boarding meeting where we explain how to read the statements log in to the online account access and help them organize all of their financial affairs Finally we schedule the periodic face-to-face accountplan review which for most clients is semi-annually In between meetings clients can expect monthly calls monthly newsletters and periodic client educational events throughout the year

managementmanagementmanagementmanagementmanagement

What is your philosophy on what it means to be a financial advisory practiceOur teamrsquos focus is to help simplify our clientsrsquo lives in an increasingly complex world We offer wisdom as well as information so that our clients can make informed decisions regarding their financial affairs We consider it a privilege to serve as trusted advisors and to provide

Each prospective client is taken through a series of meetings The first is a discovery

timeframes and risk tolerance This is followed up by an Investment ProposalFinancial

mutual commitment meeting where we complete all paperwork and agree to each partyrsquos roles and responsibilities Once accounts have transferred in we follow-up with an on-boarding meeting where we explain how to read the statements log in to the online account access and help them organize all of their financial affairs Finally we schedule the periodic face-to-face accountplan review which for most clients is semi-annually In between meetings clients can expect monthly calls monthly newsletters and

1044 N 115th StreetOmaha NE 68154402-496-5111 wwwfamlcomethen_bagley_group

WINNERS

Ethen Bagley Group of Merrill Lynch

Michael J Bagley CFPreg Stephen C Ethen CFPreg

What is your philosophy on what it means to be a financial advisory practiceOur mission is to help our clients (both institutions and families) articulate their financial goalsdreams and customize solutions to help them achieve the same We endeavor to keep our clients focused on their goals while providing independent advice and counsel on how to achieve them

Our process begins with an interview to ensure that we have a complete understanding of the clientrsquos balance sheet income statement distribution needs tax considerations and financial goals and that the client understands our philosophy and the manner in which we work Once engaged we provide a sophisticated probability-based analysis to determine a range of outcomes and the likelihood of success We then

1044 N 115th StreetOmaha NE 68154402-496-5145 wwwtotalmerrillcom

Front L-R James Ambrose Hilda Kreulen Kathleen Lighthart Melina Petersen Shelley Welton Howard Irish Back Michael Lighthart Matt Rehberg CFPreg James Ambrose II CFPreg

Fall 2010 B2B Omaha 27

T H E K N O W - I T - A L L I S N O T A V A I L A B L E F O R C O M M E N T

In the Bible Genesis offers a conundrum which illustrates well the two camps of thought in America today Whether or not to be protected and cared for in exchange for limitations on liberty Man chose to eat of the forbidden fruit

thus commencing a life of free will mdashfree will that offered hunger pain suffering and yet all the wonders which self-determination has resulted in A worthwhile exchange

I contend that this comparison is similar to the wild animals residing in the best zoos of the world They have lost their freedom in exchange for health care relative comfort food shelter and safety from being eaten by predators Further I contend that many would gladly give back their collective ldquoeating of the forbidden fruitrdquo so as to return to the Garden of Eden Or at least that form of a Garden of Eden which man is capable of creating in the dream of Utopia

The trend toward reliance on the American federal government as opposed to self-reliance appears to be increasing Look around you how many do you know who would trade the uncertainty life offers for the assured comfort of the zoo To

ldquoYes We CanrdquoThe hope of having it all

28 B2B Omaha Fall 2010

trade individual liberty for the equality of conditions which government promises

A study of Canadians and their feelings about their national health care system offers an interesting insight The quality of their health care system didnrsquot matter as much as that everyone was treated equally

Someone told me a long time ago that where there is a floor there will always be a ceiling The point being that where we rely on government to provide an equal result there will by necessity be an equal limit on achievement

The idea of individual rights and achieve-ment is what appeals to me about America I am shaken by the notion of collective rights or group rights which offers both the floor and ceiling of equality of result I choose the opportunity to succeed and fail offered by liberty over the surrender of individual liberty for life in a ldquozoordquo The very best zoos may not have bars and really nice environ-ments for the animals kept there but cages they are

History has offered us quite a number of examples where secular Utopias have taken the idea of group rights Where the desire to create equality manifested itself in a far more draconian notion of group rights and group guilt The 20th century brought us European and Asian secular Utopian move-ments that left over 100 million dead in Europe and over 70 million dead in Asia How did this happen when the ideals were so lofty Because the notion of collective rights quickly transforms into collective guilt Swords do indeed cut both ways

America isnrsquot without guilt in this

arena Slavery the treatment of Native Americans the FDR Internment Camps The Progressive creation of eugenics (which Third Reich fully implemented) etchellip Remember that thing earlier about free will Countries just like individuals make mis-takes lots of them However on balance America does a multitude of good as com-pared to its mistakes

By now my point should be clear We are imperfect individuals living in an imperfect world The desire for Utopia has manifested itself in some ways that have led to the deaths of too many millions at the hands of well-meaning idealists While the religious Utopian experiments have been unsuccess-ful at gaining traction the secular Utopian movements quickly transformed into killing machines in order to gain acceptance (IE submission)

So I ask you Comfy cage with health care food shelter the same as everyone but the elite Or the freedom to succeed and fail in the pursuit of your individual dreams You canrsquot have both That would be the Utopia we can only have in dreams

Deacutejagrave vu ndash The New - New Deal There are certain assumptions the ldquoinside

the beltwayrdquo types in Washington DC have now during the recession which mirror the federal government expansion during the Great Depression1 There is no limit to the good which gov-

ernment could do if only it had enough power

2 Government officials are selfless well-meaning and caring individuals who

serve the public interest as opposed to the self-interested private individual whose greed leads to sweat shops and economic calamity

3 The potential good that may come from well-intended government spending out-weighs any concern for the harm result-ing from taxation or debt necessary to support that spending

4 You may not like what we (Congress) are doing but we know better than you We are doing this for your own good

Today we have a Congress that has passed bills of over 2000 pages which seem to magically appear just prior to being enacted Bills which ldquoyou will have to pass to see what it providesrdquo Congress members who merely get a reprimand when you and I would serve prison terms for similar offens-es Other Congress members and Executive Branch officials who offer lame excuses as to why they didnrsquot pay their income tax obliga-tions in full Then they get a soft slap on the hand while we all know what tortures the IRS would inflict on us for the same offenses

The American taxpayer is being held hos-tage to the insatiable demands of a govern-ment that claims to know whatrsquos best for us Congress is piling on debts that generations of Americans will suffer under America canrsquot have it all

Comfortable caged or free Predetermined equality of result or the success and failure of persuing your dreams Collective equality of result or individual liberty America is at a crossroads There is no free lunch

Ever since we welcomed our first patient in 1948 Childrenrsquos Hospital amp Medical Center has been a symbol of excellence in pediatric health care

The Best Care for ChildrenTo learn more go toWeKnowChildrenorgThe Best Care

Fall 2010 B2B Omaha 29

trade individual liberty for the equality of conditions which government promises

A study of Canadians and their feelings about their national health care system offers an interesting insight The quality of their health care system didnrsquot matter as much as that everyone was treated equally

Someone told me a long time ago that where there is a floor there will always be a ceiling The point being that where we rely on government to provide an equal result there will by necessity be an equal limit on achievement

The idea of individual rights and achieve-ment is what appeals to me about America I am shaken by the notion of collective rights or group rights which offers both the floor and ceiling of equality of result I choose the opportunity to succeed and fail offered by liberty over the surrender of individual liberty for life in a ldquozoordquo The very best zoos may not have bars and really nice environ-ments for the animals kept there but cages they are

History has offered us quite a number of examples where secular Utopias have taken the idea of group rights Where the desire to create equality manifested itself in a far more draconian notion of group rights and group guilt The 20th century brought us European and Asian secular Utopian move-ments that left over 100 million dead in Europe and over 70 million dead in Asia How did this happen when the ideals were so lofty Because the notion of collective rights quickly transforms into collective guilt Swords do indeed cut both ways

America isnrsquot without guilt in this

arena Slavery the treatment of Native Americans the FDR Internment Camps The Progressive creation of eugenics (which Third Reich fully implemented) etchellip Remember that thing earlier about free will Countries just like individuals make mis-takes lots of them However on balance America does a multitude of good as com-pared to its mistakes

By now my point should be clear We are imperfect individuals living in an imperfect world The desire for Utopia has manifested itself in some ways that have led to the deaths of too many millions at the hands of well-meaning idealists While the religious Utopian experiments have been unsuccess-ful at gaining traction the secular Utopian movements quickly transformed into killing machines in order to gain acceptance (IE submission)

So I ask you Comfy cage with health care food shelter the same as everyone but the elite Or the freedom to succeed and fail in the pursuit of your individual dreams You canrsquot have both That would be the Utopia we can only have in dreams

Deacutejagrave vu ndash The New - New Deal There are certain assumptions the ldquoinside

the beltwayrdquo types in Washington DC have now during the recession which mirror the federal government expansion during the Great Depression1 There is no limit to the good which gov-

ernment could do if only it had enough power

2 Government officials are selfless well-meaning and caring individuals who

serve the public interest as opposed to the self-interested private individual whose greed leads to sweat shops and economic calamity

3 The potential good that may come from well-intended government spending out-weighs any concern for the harm result-ing from taxation or debt necessary to support that spending

4 You may not like what we (Congress) are doing but we know better than you We are doing this for your own good

Today we have a Congress that has passed bills of over 2000 pages which seem to magically appear just prior to being enacted Bills which ldquoyou will have to pass to see what it providesrdquo Congress members who merely get a reprimand when you and I would serve prison terms for similar offens-es Other Congress members and Executive Branch officials who offer lame excuses as to why they didnrsquot pay their income tax obliga-tions in full Then they get a soft slap on the hand while we all know what tortures the IRS would inflict on us for the same offenses

The American taxpayer is being held hos-tage to the insatiable demands of a govern-ment that claims to know whatrsquos best for us Congress is piling on debts that generations of Americans will suffer under America canrsquot have it all

Comfortable caged or free Predetermined equality of result or the success and failure of persuing your dreams Collective equality of result or individual liberty America is at a crossroads There is no free lunch

Ever since we welcomed our first patient in 1948 Childrenrsquos Hospital amp Medical Center has been a symbol of excellence in pediatric health care

The Best Care for ChildrenTo learn more go toWeKnowChildrenorgThe Best Care

Fall 2010 B2B Omaha 29

Many of us spend more hours in our office chair than all the other chairs and sofas in our life combined Studies have linked the comfort of a work-place directly to the efficiency levels of employees and employee turnover Chairs are the most personal piece of office furniture ndash and the most complex ndash because they must adapt to all kinds of people and many types of work The following tips will help you select the best office seating

Tip 1 Employees who sit six to eight hours a day performing multiple tasks should have high-performance chairs with ergonomic controls that let the user adjust the chair to suit his or her body size and work style

Tip 2 People who use computers should have adjustable armrests to maintain a com-fortable position at the keyboard The chairrsquos tilt feature should allow users to look at the computer screen at a comfortable angle no matter how much they lean forward or back

Tip 3 Donrsquot lose sight of the image you are unwittingly projecting to visitors to your business While executives may not need all the performance features as they spend less time sitting down they may require leather wood or more high-tech materials to project a strong professional image

Remember a quality chair should always have a lifetime warranty on the frame and mechanical parts and a 5-10 year warranty on fabric Stop by All Makes at 25th amp Farnam to see the latest in office seating The All Makesrsquo team is trained to help you make design and furniture purchases that fit your office atmosphere your work style and your budget

3 Tips to Choosing the Right Office Chair

office furniture

733-232212330 K Plaza Ste 113

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MALIBUG A L L E R Y

Omaharsquos picture framer for 25 years

301 North 78th StOne Block N of Dodge

4023914628

17010 Wright PlzThe Shops of Legacy4023340920

Story by All Makes Office Equipment

Fall 2010 B2B Omaha 31

Justin Kohll Kohllrsquos Pharmacy

S T O R Y B Y N I Z P R O S K O C I L P H O T O S B Y M I N O R W H I T E S T U D I O S C O M

From his fashionable fitted trousers to his trim figure and hip tousled haircut Omaha business owner Justin Kohll exudes a stylish modern look that sends a message that he cares about his appearance

Knowing there are countless others like him who care about looking and feeling their best the vice president and co-owner of Kohllrsquos Pharmacy amp Homecare is focused on helping customers achieve their own health fitness and beauty goals

Over the past six decades customers have come to the locally owned and operated pharmacy to fill prescriptions receive vaccinations purchase medication and supplies These days though itrsquos not uncommon for people to step through the doors of the companyrsquos newest location seeking Botox instead of Band-Aids

Spend just a few minutes inside the Kohllrsquos store near 114th and West Dodge Road and itrsquos hard not to notice the swank contemporary look that includes modern light fixtures plush chairs and splashes of bold colorful artwork In the background a mix of new and classic tunes plays over the sound system

Kohll says the idea was to create a warm relaxing environment in which customers feel comfort-able staying and talking with employees if they want and not in a hurry to leave

The spacious 8000-square-foot facility opened earlier this year in the Miracle Hills shopping cen-ter It houses a new Preventative Medical Clinic which has proven popular with existing customers and attracted new clients

ldquoThe clinic is about a fourth of our business nowrdquo Kohll says ldquoItrsquos been a good little niche for usrdquoWeight-loss programs nutritional counseling facial peels Botox and other skin care treatments are

Contemporary lighting fixtures and furniture are featured throughout the new Kohllrsquos Pharmacy amp Homecare store at 114th amp West Dodge Road Pops of color and abstract paintings lend a friendly more personal feel to the commercial space

32 B2B Omaha Fall 2010

just a few of the services the family business has introduced to meet the changing needs of customers set itself apart from national chains and give its image an update

Staffed by nurse practitioners and other health-care workers the clinic offers a vari-ety of aesthetic services and non-surgical procedures for people seeking to curb the signs of aging Kohll says one of the clinicrsquos advantages is the amount of time patients get to spend with the staff

ldquoInstead of it being a 10 15-minute office visit we spend an hour with the patient or a half hour We get to know you a little bet-ter You get all of your questions answered We try to give more of a Ritz-Carlton type service hererdquo

Housed inside the new location his office reflects the contemporary design of the rest of the space Exposed ductwork in the ceiling creates an open airy feel bringing both height and visual interest to his sleek modern workspace One wall features a large abstract painting by former Bemis Center for

Contemporary Arts resident Terry Rosenberg of New York Cozy orange couches provide a pop of color while photos of his son rocking out on drums lend a personal touch

Outside the office Kohll 49 enjoys working out spending time with friends traveling fine dining and hanging out with his son 15

A large part of the companyrsquos makeover is due to Kohllrsquos commitment to growing the family business introducing new services improving customersrsquo quality of life and staying innovative In 2009 he received the Innovative Pharmacy Practice Award by the Nebraska Pharmacist Association The award recognizes a pharmacist who has demon-strated innovative pharmacy practice result-ing in improved patient care

A registered pharmacist he earned his pharmacy degree from Creighton University and has worked at Kohllrsquos for 25 years His brother David is a pharmacist and serves as company president The business was found-ed by their grandparents in 1948 and later

run by their dad Marvin The company has grown to include eight locations in Omaha and Boulder Colo A clinic in Aspen is slated to open in September

The anti-aging treatments and ser-vices offered at the new clinic are a result of the hormone-replacement therapy work Kohllrsquos started in 1995 The company has a number of divisions including Essential Compounding Pharmacy which provides patients with custom specialized medications

While much has changed since the first Kohllrsquos location opened the company remains committed to offering quality products innovative services and excep-tional customer service In coming years Kohll envisions continued diversification and growth

ldquoI hope we continue going into new areas or take what we have and make it betterrdquo he says ldquoIn pharmacy you can do a lot of things You can spin your wheels or you can find things where you can survive and have a good businessrdquo

SUBSCRIBE ATwwwomahapublicationscom

0574470 63857

07gt$395 US

FACES bull STYLE bull HOME bull EVENTS bull HAPPENINGS bull DINING bull LAST WORD

The Dog Days of Summer Issue

Dogs at Work

Omaharsquos Dog Park

Nebraska Kennel Club is

Putting on the Dog

Culture

Manifested

Through Dance

as Seen by Artist

TERRY

ROSENBERG

What

Exactly is

BEST OF

OMAHAreg

61107 94905 AM

SSSSSSUUUUUBBSSCRIBE AT

0574470 63857

07gt$395 US

of of SSSSSSSSSSSSSSSuuuuuuuuuuuuuuummmmmmmmmmmmmmmmmmmmmmmmmmmmmmeeeeeeeeeeeeeeeeeeeeeeeeeeeeerrrrrrrrrrrrrrr SSSSSSSSSSSSSSSuuuuuuuuuuuuuuummmmmmmmmmmmmmmmmmmmmmmmmmmmmmeeeeeeeeeeeeeeeeeeeeeeeeeeeeeerrrrrrrrrrrrrrr IssueeIssues ess eIIssuee

Dogs at WorkDoogDoogsoggs gs atat at WoWoorrkrk

Omaharsquos Dog ParkOOmaO ahaahaharsquoaarsquosarsquorsquos rsquos DoDoog og PaParPaarrrkrk

Nebraska Kennel Cluub ilubb is e C b se sK isNebebebbrabrasraaskasskaskka ka KeKeKeenenneelel el ClClCluublubb issis

Putting on the DogPPutPuttutttitttintiingi gg oon o ththetheee DDoDoogog

ROSENNBNBERGROOSENNBERG

WhattWWhaW atattat

Exactly issExExaExxacxactctlcttlytly l isss

BEESEST OB OFF BBEESST OFFOOOOMOMAHAAO HAOOMAHAAAregregregregregregAregregregregregregregregregAA

0574470 63857

05gt$395 US

FACES bull STYLE bull HOME bull EVENTS bull HAPPENINGS bull DINING bull LAST WORD

LEGENDSOF HAIRDavid Scott Rick Carey Tom ldquoTinordquo Constantino Heather Smalley Claude Smith

Bac

kgro

un

d fa

bri

c p

rovi

ded

by

Text

iles

Inc

41107 22815 PM

4029345466 bull 18667626885

World Classchauffeured service

viplimocom

Fall 2010 B2B Omaha 33

just a few of the services the family business has introduced to meet the changing needs of customers set itself apart from national chains and give its image an update

Staffed by nurse practitioners and other health-care workers the clinic offers a vari-ety of aesthetic services and non-surgical procedures for people seeking to curb the signs of aging Kohll says one of the clinicrsquos advantages is the amount of time patients get to spend with the staff

ldquoInstead of it being a 10 15-minute office visit we spend an hour with the patient or a half hour We get to know you a little bet-ter You get all of your questions answered We try to give more of a Ritz-Carlton type service hererdquo

Housed inside the new location his office reflects the contemporary design of the rest of the space Exposed ductwork in the ceiling creates an open airy feel bringing both height and visual interest to his sleek modern workspace One wall features a large abstract painting by former Bemis Center for

Contemporary Arts resident Terry Rosenberg of New York Cozy orange couches provide a pop of color while photos of his son rocking out on drums lend a personal touch

Outside the office Kohll 49 enjoys working out spending time with friends traveling fine dining and hanging out with his son 15

A large part of the companyrsquos makeover is due to Kohllrsquos commitment to growing the family business introducing new services improving customersrsquo quality of life and staying innovative In 2009 he received the Innovative Pharmacy Practice Award by the Nebraska Pharmacist Association The award recognizes a pharmacist who has demon-strated innovative pharmacy practice result-ing in improved patient care

A registered pharmacist he earned his pharmacy degree from Creighton University and has worked at Kohllrsquos for 25 years His brother David is a pharmacist and serves as company president The business was found-ed by their grandparents in 1948 and later

run by their dad Marvin The company has grown to include eight locations in Omaha and Boulder Colo A clinic in Aspen is slated to open in September

The anti-aging treatments and ser-vices offered at the new clinic are a result of the hormone-replacement therapy work Kohllrsquos started in 1995 The company has a number of divisions including Essential Compounding Pharmacy which provides patients with custom specialized medications

While much has changed since the first Kohllrsquos location opened the company remains committed to offering quality products innovative services and excep-tional customer service In coming years Kohll envisions continued diversification and growth

ldquoI hope we continue going into new areas or take what we have and make it betterrdquo he says ldquoIn pharmacy you can do a lot of things You can spin your wheels or you can find things where you can survive and have a good businessrdquo

SUBSCRIBE ATwwwomahapublicationscom

0574470 63857

07gt$395 US

FACES bull STYLE bull HOME bull EVENTS bull HAPPENINGS bull DINING bull LAST WORD

The Dog Days of Summer Issue

Dogs at Work

Omaharsquos Dog Park

Nebraska Kennel Club is

Putting on the Dog

Culture

Manifested

Through Dance

as Seen by Artist

TERRY

ROSENBERG

What

Exactly is

BEST OF

OMAHAreg

61107 94905 AM

SSSSSSUUUUUBBSSCRIBE AT

0574470 63857

07gt$395 US

of of SSSSSSSSSSSSSSSuuuuuuuuuuuuuuummmmmmmmmmmmmmmmmmmmmmmmmmmmmmeeeeeeeeeeeeeeeeeeeeeeeeeeeeerrrrrrrrrrrrrrr SSSSSSSSSSSSSSSuuuuuuuuuuuuuuummmmmmmmmmmmmmmmmmmmmmmmmmmmmmeeeeeeeeeeeeeeeeeeeeeeeeeeeeeerrrrrrrrrrrrrrr IssueeIssues ess eIIssuee

Dogs at WorkDoogDoogsoggs gs atat at WoWoorrkrk

Omaharsquos Dog ParkOOmaO ahaahaharsquoaarsquosarsquorsquos rsquos DoDoog og PaParPaarrrkrk

Nebraska Kennel Cluub ilubb is e C b se sK isNebebebbrabrasraaskasskaskka ka KeKeKeenenneelel el ClClCluublubb issis

Putting on the DogPPutPuttutttitttintiingi gg oon o ththetheee DDoDoogog

ROSENNBNBERGROOSENNBERG

WhattWWhaW atattat

Exactly issExExaExxacxactctlcttlytly l isss

BEESEST OB OFF BBEESST OFFOOOOMOMAHAAO HAOOMAHAAAregregregregregregAregregregregregregregregregAA

0574470 63857

05gt$395 US

FACES bull STYLE bull HOME bull EVENTS bull HAPPENINGS bull DINING bull LAST WORD

LEGENDSOF HAIRDavid Scott Rick Carey Tom ldquoTinordquo Constantino Heather Smalley Claude Smith

Bac

kgro

un

d fa

bri

c p

rovi

ded

by

Text

iles

Inc

41107 22815 PM

4029345466 bull 18667626885

World Classchauffeured service

viplimocom

Fall 2010 B2B Omaha 33

S T O R Y B Y B A I L E Y H E M P H I L L P H O T O B Y M I N O R W H I T E S T U D I O S C O M

Doug ClarkrsquosClean ldquoGreenrdquo Machine

Doug Clarkrsquos first car was a 1963 Galaxy 500 4-door 289 Automatic that his high-school friends nicknamed ldquoThe Tankrdquo But these days the Omahan is driving a vehicle thatrsquos definitely more brains and less brawn

As the vice president of marketing for the Metropolitan Utilities District (MUD) Clark knows all about clean-burning environmentally friendly natural gas Because of his position he wanted to find a car that could demonstrate the economic benefits and energy-independent advantages that natural gas has to offer drivers in our country Thatrsquos why he chose the smart forward-thinking natural gas-powered Honda Civic GX

Voted the ldquoCleanest Internal Combustion Enginerdquo in the world seven years in a row the Honda Civic GX has a 25 percent reduction in carbon dioxide (greenhouse gases) 90 to 97 percent reduction in carbon monoxide 50 to 75 percent reduction in non-methane hydrocarbons and a 35 to 60 percent reduction in nitrous oxide over gasoline Not only is the natural gas Honda a more environmentally friendly car but it also gets the same miles per gallon as a car running on standard gasoline 24 city 36 highway

Clark says his friends havenrsquot declared a nickname for his natural gas-powered car yet or at least ldquonot [one] that anyone has the courage enough to tell merdquo

The Honda Civic GX is embraced by MUD as a symbol of their mission to ldquoLive Green Think Bluerdquo

34 B2B Omaha Fall 2010

S T O R Y B Y N I Z P R O S K O C I L

Foursquare Pays DividendsGame-like marketing trend boosts biz sales customer discounts

Karissa Armstrong loves a good deal Buy one get one Sounds good to her Ten percent off Sure why not Free size upgrade Well if you insistShe doesnrsquot have to cut coupons carry a customer loyalty card on her keychain

comb through ads or earn a certain number of punches or stamps on a punch card Armstrong has an array of special offers deals and discounts at her fingertips via the popular smartphone app Foursquare

As more and more companies embrace social media to communicate with and attract cus-tomers businesses are discovering the benefits of Foursquaremdasha location-based social network-ing service that incorporates gaming elements

In a nutshell Foursquare lets people ldquocheck inrdquo using their iPhone Blackberry Android or

Sick children need more than medicine They need hope

Strength amp Hope To learn more go toWeKnowChildrenorgStrength

Fall 2010 B2B Omaha 35

S T O R Y B Y N I Z P R O S K O C I L

Foursquare Pays DividendsGame-like marketing trend boosts biz sales customer discounts

Karissa Armstrong loves a good deal Buy one get one Sounds good to her Ten percent off Sure why not Free size upgrade Well if you insistShe doesnrsquot have to cut coupons carry a customer loyalty card on her keychain

comb through ads or earn a certain number of punches or stamps on a punch card Armstrong has an array of special offers deals and discounts at her fingertips via the popular smartphone app Foursquare

As more and more companies embrace social media to communicate with and attract cus-tomers businesses are discovering the benefits of Foursquaremdasha location-based social network-ing service that incorporates gaming elements

In a nutshell Foursquare lets people ldquocheck inrdquo using their iPhone Blackberry Android or

Sick children need more than medicine They need hope

Strength amp Hope To learn more go toWeKnowChildrenorgStrength

Fall 2010 B2B Omaha 35

other smartphone wherever they work live eat shop and play With each stop at vari-ous bars clubs coffeehouses restaurants retail outlets and other venues they earn points and unlock badges based on where theyrsquore at and how often they check in Check in at a location more than anyone else and become the ldquomayorrdquo

Users can let their friends know where they are by checking in at one of the thou-sands of places Foursquare lists based on your GPS location You can see where your friends are hanging out if theyrsquore nearby and where theyrsquove recently checked in You can leave tips and comments about places you explore around town and you can score some sweet rewards along the way

ldquoItrsquos an incentive to keep going backrdquo says Armstrong media director at Bozell a creative marketing communications com-pany in Omaha ldquoI think that businesses are really missing out if theyrsquore not using itrdquo

Businesses use it to highlight special deals and discounts to Foursquare users who check in nearby In return companies gain insight about whorsquos coming in the time of day people stop in total number of unique visitors gender breakdown of customers and other statistics

ldquoItrsquos a great tool for small business own-ers to not only engage their customers but track everythingrdquo Armstrong says ldquoTheyrsquore able to get real-time analyticsrdquo

National chains Red Robin Gourmet Burgers Starbucks Pizza Hut and many more offer discounts and freebies to Foursquare users Several local businesses are using it too including the Blue Jay the Pizza Gourmet Co eCreamery Ice Cream amp Gelato the Reel Martini Bar and more

To reward customers for coming in they might offer a buy one get one deal the first time you check in 10 percent off your bill the 10th time you check in or a free drink every fifth visit Many establishments offer special discounts to the ldquomayorrdquo

Some businesses leverage Foursquare in

social media

Outdoor KitchensPaver amp Natural

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36 B2B Omaha Fall 2010

Qwest Center OmahaExhibit Hall C

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13665 California StreetOmaha Nebraska

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social media

other ways to draw a crowd Kona Grill restaurants around the country includ-ing the Omaha location hosted ldquoSwarm Badgerdquo parties in August A coveted swarm badge is something you can only get when 50 or more Foursquare users check in at the same place at the same time

This summer Foursquare hit the 17-mil-lion user mark and a whopping 100 mil-lion check-ins Armstrong and many of her coworkers at Bozell check in multiple times a day

ldquoIt keeps getting tractionrdquo she says ldquoPeople have that curiosity and want to check it outrdquo

At eCreamery in Omaharsquos Dundee neigh-borhood Foursquare users receive a free size upgrade every third time they check in

Co-owner Becky App says the custom ice cream shop at 50th Street and Underwood Avenue began offering Foursquare specials earlier this summer The service helps build loyalty among customers and itrsquos a great way to drive repeat traffic

ldquoPeople have really liked itrdquo App says ldquoIt attracts customers We get a lot of people from out of town who use it Itrsquos a reward for coming back to visit usrdquo

The Pizza Gourmet Co which has three locations in the Omaha area promotes their involvement with Foursquare with a sign on the door The restaurant has offered a variety of Foursquare deals including 10 percent off your bill and buy one drink get one free

Tyson Sevier Pizza Gourmet general manager says Foursquare is one way to help ldquocreate a fun little environmentrdquo for customers The business has used Foursquare since spring and found that itrsquos more economical than spending hundreds or thousands of dollars to advertise on bill-boards TV radio and in newspapers

ldquoSocial networking allows us to market very inexpensivelyrdquo Sevier says ldquoEvery little bit helps right now especially as a new businessrdquo

Fall 2010 B2B Omaha 37

business ethicsB Y B E V E R L Y J K R A C H E R P H D

I received the following e-mail from an Omaha business woman

Dear Bev Is it ever acceptable to talk about another co-worker at work based on the things I learned by viewing their Facebook site or Twitter posts Is it ethical for me to talk about their political views and affiliations their list of likes groups they are a fan of or after-hours photos of them that may be seen as inappropriate by some Is this information fair game since the information is onlinemdashon Facebook or Twittermdashand they shared it willingly with me as their online friend ldquoBobbierdquo

Dear Bobbie Social media creates interesting ethical questions doesnrsquot it

I believe that the crux of your question is really about friendship and the extent to which your online friends deserve the kinds of special considerations you make for your true friends Let me explain

You know how to treat true friends You should be loyal You should do things that are loving and respectful When they tell you things in private you should keep their confidences

Now suppose a true friend is also a coworker and posts something on Facebook It is likely that you already know what their Facebook privacy settings are ndash whether their site is open to only a few people or if it is public for the world to see Based on this knowledge you will share their Facebook information with others or not

But if you donrsquot know if your true friend

wants you to talk about their posts at work then what do you do You ask Because you care about them you ask

Ok herersquos the rub Facebook uses the term ldquofriendrdquo as a marketing tool ndash to make sharing information comfortable ndash like talking to a true friend over a cup of coffee So while Facebook ldquofriendsrdquo can be true friends in many cases they are co-workers acquaintances people we have met only once at a party etc

When Facebook ldquofriendsrdquo are not truly friends but acquaintances to what extent do the rules of friendship apply

My answer is not very far The special friendship considerations of love and loyalty do not apply to your online friends In this sense your co-workerrsquos political views after-hours photos etc are fair game

However (and there is always a big ldquohoweverrdquo in moral reasoning) though there are no special moral considerations to restrict you from spilling the beans about your co-worker basic moral rules of respect and decency still apply

Do you want to be known as an honorable person If so a sense of decency should kick in and you will ask your co-worker if you can share their Facebook information

(Unless of course yoursquore talking about the guy who always takes the best apple cin-namon bagel when you order from Panerarsquos Then itrsquos a different story entirely) Beverly Kracher PhDExecutive Director Business Ethics AllianceAssociate Professor of Business Ethics amp SocietyCollege of Business Creighton University

Social Media Ethics

(402) 676-5579wwwcarsonenterprisecom

ldquoYour one stop shop for all your water and hardscape needsrdquo

Landscape Design and Install bull Boulder BubblersArchitectural Fountains bull Boulder Walls bull Fire Features

Outdoor showroom located at 216th amp West Maple Road

Free Estimates

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Large Quantity of Landscaping BouldersAvailable Today at Quarry Direct PricingLarge Quantity of Landscaping Boulders

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Outdoor showroom located at 216th amp West Maple Road

38 B2B Omaha Fall 2010

Today and always look to your CPA for guidance

1716 N120th St bull Omaha NE 68154-1300(402) 496-7000 bull Fax (402) 496-7100

wwwrichardsonassoccom

Richardson amp Associates PC is a member of CPAConnect ndash a leading networkof local CPA firms dedicated to their communities

As the world faces uncertainties our firm stands as a beacon of integrity in the local business community Independence and ethical accounting practices are important to us

Our firm is founded on bedrock principles Honesty Independence Trust

4029343223 wwwcoxcom

Take advantage of the FASTEST INTERNET up to 50 Mbps with FREE ONLINE BACKUP and SECURITY SUITE Protect your data from hardware failure file corruption or accidental deletion with Cox Business your local partner keeping your business safe and secure

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Docsis 30 cable modem required to receive Ultimate Internet service speeds Cable modem is sold separately For users of Microsoft operation systems If you are using an MS operating system other than VistaWindows 7 (eg Microsoft XP) your registry keys must be updated to enable maximum speed performance The maximum download speeds of Ultimate are up to 50 Mbps Uninterrupted or error-free Internet service or the speed of your service is not guaranteed Actual speeds may vary Rates and bandwidth options vary and are subject to change Services provided by Cox Business a division of CoxCom Inc Services not available in all areas Other restrictions apply copy2010 Cox Communications Inc All rights reserved

Cox Communications received the highest numerical score among data service providers serving smallmidsize businesses in the proprietary JD Power and Associates 2010 Major Provider Business Telecommunications Data Services StudySM Study based on 5439 total responses measuring 7 providers and measures opinions of smallmidsize businesses Proprietary study results are based on experiences and perceptions of businesses surveyed in September and November 2009 and January and March 2010 Your experiences may vary Visit jdpowercom