With a degree in Marketing Management from the University of Nebraska at Kearney, Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division. With over 23 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs.
“When I was offered the opportunity to head up the Retirement group at Feltz WealthPLAN, I didn’t hesitate! As a client, I knew from experience the quality of service provided by the Feltz team, and I knew their reputation for integrity and intelligent, independent counsel was well-deserved.”
Having viewed the company from outside and in, Behlen says that he can point to several things that make Feltz WealthPLAN unique, including the company’s strong leadership and talented, specialized staff. In addition, the cooperative-team concept the firm employs also uniquely enables the delivery of superior client service. Finally, he adds, the firm’s infrastructure allows for flexibility and continued growth. Not many other firms can say that!
Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.
“I get a great deal of satisfaction getting to know our corporate clients – who they are, how they feel and what they want to accomplish. Many have told me that their relationship with Feltz WealthPLAN gives them more confidence than those they’ve had with previous firms.”
On a personal note, Wade and his wife, Christine, have two sons, Weston and Wyatt. Wade is active in his church and the community and enjoys family activities and sports, in particular golf, basketball, and swimming. Wade has lived in the Omaha area for over twenty years. Wade can be reached at email@example.com.