Sally brings more than 25 years of financial-services experience to her role as Executive Coordinator. With a genuine desire to help others, she provides responsive service to clients and supports the team by gathering information for client-update meetings, assisting with compliance matters, and coordinating the Feltz WealthPLAN website and social-media presence. She holds a bachelor’s degree in Leadership from Bellevue University.
An Omaha native, Sally has also lived in Washington, D.C., El Paso, Texas, and Rapid City, South Dakota. Outside of work, she enjoys time with her three children and six grandchildren, Pilates classes, and involvement in women’s organizations.
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