401 (k) Rollovers

We handle virtually all litigation cases at the administrative and trial court levels.

IRAs

We deal with naturalization & citizenship, visas and political asylum.

Wealth
Management

We counsel our clients on a broad range of tax and non-tax issues.

529 College Savings Plans

Our team advises in a wide variety of corporate matters.

Estate Planning

We represent our clients in all types of real estate transactions.

Financial Planning

Our attorneys have been involved in all aspects of bankruptcy cases.

EXPERIENCE YOU NEED. RESULTS YOU WANT.

About Mark R. Scherer, ChFC Financial Advisor

At Mark R. Scherer, ChFC Financial Advisor, we recognize that financial security is deeply personal and shaped by life’s many transitions. Whether you’re managing career changes, navigating financial decisions within relationships, preparing for retirement, or protecting your assets through life’s uncertainties, we offer practical guidance rooted in real-world experience. From safe money strategies and confident investing, to empowering your journey toward financial independence, our mission is to provide clarity, confidence, and control—so you can build and sustain wealth on your own terms.

Mark R. Scherer | Founder & CEO

Founders Message

“Financial planning is a very personal process, and I believe it should never be one-size-fits-all. Every individual and family I work with has unique goals, concerns, and dreams for the future, and my role is to truly listen, understand those priorities, and help turn them into a clear, achievable plan. I’m deeply passionate about guiding my clients through important financial decisions with clarity and confidence, whether that means preparing for retirement, protecting their family, or creating long-term financial security. My commitment is to build lasting relationships based on trust, education, and thoughtful planning, so my clients feel empowered and supported at every stage of their financial journey.”
Mark R Scherer Financial Advisor Omaha

Mark R. Scherer | Founder & CEO

Mark R. Scherer, ChFC Financial Advisor

Our Team

Mark R Scherer Financial Advisor

Mark R. Scherer

Founder & CEO
james-jurica-team-photo

James Jurica

CFP® CLU® CHFC® RICP®
joe-clark-1

Joe Clark

CFEd®
al

Al Caicedo

Business Development

HELPING WHERE IT COUNTS

Schedule a Complimentary Consultation

We have experience working with all kinds of clients, and are excited to help you!

OUR TEAM

We are Experienced Trial Lawyers

Our professional trial lawyers have a rich experience in varied cases. We have 1285 successful cases while our practise. At the very core of our work ethic is the belief that everyone has an important story to tell and the right to competent and fair representation. We always claim to justice.

Free Consultation

Proven Results

Legal Information

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Call Us today at (402) 504-9500

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Schedule a Meeting

Have financial questions, you ask, we answer.

HELPING WHERE IT COUNTS

Schedule a Complimentary Consultation

We have experience working with all kinds of clients, and are excited to help you!