Jeff Engelman, CFP®, CIMA®, CRPS®

With over two decades of experience, Jeff is a tenured and credentialed financial strategist and the managing partner of PRISM Financial Strategies. Jeff is passionate about inspiring business owners whose needs are anything but simple. Whether you’re looking to expand your business, protect your assets, or plan for retirement, Jeff takes a multifaceted approach to help you pursue your personal vision of fulfillment.

Jeff’s mission is to be the trusted guide you can turn to for exceptional service and unparalleled value, especially during life’s most difficult moments. Understanding the emotional nature of money, Jeff believes that every person should be treated with the utmost respect and with their best interests at heart. It is because of this that Jeff typically becomes his clients’ first call when critical life events arise, and important business or family decisions need to be made.

Driven by his personal background and experiences, Jeff initially entered the financial services industry with a strong desire to seek a new opportunity for himself as an intern during college. Inspired by his interest in investing and mathematics, he earned a degree in finance at the University of Nebraska and ultimately pursued a career as a financial strategist.

Jeff focuses on the human element of wealth planning so you can walk away from every meeting feeling heard and understood. With a deep knowledge of the complexities involved in business and financial planning, he begins by listening to stories about your family dynamics, unique goals, values, and pursuits. Then he uses his own curated process, which integrates your financial priorities, investments, estate planning, business planning, and other critical areas most pressing to you into a customized framework. The result is a customized plan and portfolio designed in-house that aligns your business and personal needs as well as your greatest desires. Continuously monitoring all aspects of your plan, he and his team will make necessary adjustments to ensure you stay on track throughout your financial journey.

Outside of the office, Jeff and his wife are actively involved in the community. They are devoted members of their church and volunteer time at their kids’ school.

In his free time Jeff stays true to his Nebraska roots and passionately supports the Husker sports teams. He also enjoys watching sporting events, staying active, attending his kids’ activities, and coaching some of their sports.