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Understanding life’s changes and how they impact your various financial circumstances is our primary mission at Core Bank Private Client Group.

About

Craig V. McGarry
Executive Vice President

Brian Moreland
Senior Vice President
Marketing and Sales

Lindsay Borgeson
Senior Vice President
Deposit Services

Justin O’Shea, CFA
Senior Vice President
Chief Investment Officer

Crystal Plum
Vice President
Trust Officer

Liz Foster
Vice President
Trust Officer

Jill Hruska
Vice President
Private Client Relationship Manager

Joanne Henderson
Trust Operations Manager

Laura Hanke
Trust Administrative and Operations Assistant

Craig V. McGarry
Executive Vice President

Brian Moreland
Senior Vice President
Marketing and Sales

Lindsay Borgeson
Senior Vice President
Deposit Services

Justin O’Shea, CFA
Senior Vice President
Chief Investment Officer

Crystal Plum
Vice President
Trust Officer

Liz Foster
Vice President
Trust Officer

Jill Hruska
Vice President
Private Client Relationship Manager

Joanne Henderson
Trust Operations Manager

Laura Hanke
Trust Administrative and Operations Assistant

Services

OUR PRIVATE CLIENT GROUP PROVIDES NUMEROUS FINANCIAL SOLUTIONS TO MEET OUR CLIENT’S EVER CHANGING NEEDS.

We work as a team with other professional advisors to design and deliver a comprehensive financial plan that satisfies the needs and objectives of our clients regardless of where they are in their financial lifecycle. Please contact us to discuss what we can do for you.

ASSET MANAGEMENT
The investment philosophy of the Core Bank Private Client Group focuses on delivering state of the art asset-allocation models utilizing best-in-class institutional index funds for our investment management clients. This philosophy is being driven by the desire to utilize an approach that has the ability to provide superior and predictable performance.


 

TRUST ADMINISTRATION
We provide comprehensive services in administering a client’s trust with professional asset management. This includes Revocable and Irrevocable trusts designed to possibly avoid probate and estate costs. Trust assets should be managed with the dual objective of allowing for growth and preserving the value of the family’s assets.


 

CHARITABLE TRUST ADMINISTRATION
Whether your desire is to benefit a favorite charity during your lifetime or afterwards, we provide professional services in administering and investing assets to maximize your gift while also distributing current income to you or someone else. A charitable trust is an effective vehicle for increasing current income, reducing estate taxes and providing income tax benefits all at the same time along with leaving a personal legacy to your favorite charity.


 

ESTATE ADMINISTRATION
We serve as a corporate personal representative thereby providing objective, professional and timely settlement of estate issues in concert with the designated estate attorney. Our services can greatly reduce potential estate administrative expenses and reduce or eliminate family conflicts during the settlement process.


 

INSTITUTIONAL ASSET MANAGEMENT AND ADMINISTRATION
Whether you are a senior executive or non-profit board member, you’ve never been under more pressure to make the right decisions. Volatile markets, changing regulations and growing complexity means that your job is more challenging than ever before. Our administrative and asset management services provide consolidated solutions to corporations, private and public foundations and their board of directors thereby allowing the organization the time to focus on its mission and critical needs.


 

CONSERVATORSHIPS
When a legal proceeding results in the transfer of an individual’s financial affairs to a court appointed fiduciary, we provide the management and administrative solution. Part of our solution includes professional asset management, annual accounting and comprehensive financial services for the benefit of the protected person.


 

INDIVIDUAL RETIREMENT ACCOUNTS
We can establish Traditional or Roth accounts, transfers or rollovers of existing tax deferred accounts (including 401(k) and 403(b) plans) along with professional asset management to provide you money upon retirement. We have financial tools to customize solutions based on your individual needs and circumstances.


 

QUALIFIED AND NON-QUALIFIED EMPLOYEE BENEFITS
We can help to design and implement various tax deferred retirement plans for the owners and employees of companies that are looking to reduce taxes and provide customized retirement solutions.


 

CUSTODY SERVICES
We provide a comprehensive administration of your investment portfolio by providing accounting, settlement, valuation, tax and safekeeping services for your assets. The information we provide you can be as simple or as complex as you require.


 

PRIVATE BANKING
Personal and Commercial Deposit Solutions:

Core Bank has deposit products built exclusively for our private clients that offer competitive interest rates.  Our personal deposit accounts offer unlimited foreign ATM access free of charge to include reimbursements for surcharge fees, and increased limits on all access devices.  Core Bank Private Commercial Deposit accounts enjoy a full suite of treasury services offered at premium rates and excess earnings credit will be paid to you in the form of interest each month.  All Core Bank private clients enjoy a uniquely branded experience and a level of service second to none.

Personal and Commercial Lending Solutions:
We provide financing solutions offering premier interest rates with repayment terms structured to meet your unique needs.  Core Bank is proud to offer flexibility in our approach to lending and all decisions are made locally.  Executive lines of credit, specialized mortgage products, professional practice buy in loans, equipment financing, leasehold improvement loans, and recreational financing are offered in addition to a variety of other lending options.

Contact

Contact Core Bank Private Client Group today to start a discussion about how we can help you create or maintain a financial plan for the future.

17807 Burke Street
Omaha, NE 68118

Trust and Investments
402 827 9600

Private Banking
402 898 3400

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