Kirk Swartzbaugh

About Kirk Swartzbaugh

Specialties: Employee & Executive Benefits, Business Succession Planning, Estate…

Experience

1. Partner

   USI Insurance Services

   May 2019 — Present · Omaha, NE, US

   I have been in the financial services industry since 1998 and have worked with a number of public & privately-owned corporate clients to design Employee Benefit, Executive Benefit, and Business Succession Plans to help facilitate a smooth transition of their businesses and retention of their valuable human capital. I have also been very privileged to work with a number of families to help develop their Estate Plans. I confer extensively with my clients, learning their plans and goals in order to create the best financial package to fit their needs.

Education

• The University of Kansas

  BS, Civil Engineering

  1988 — 1993

• Creighton University

  MBA, Business

  2000 — 2005

• The University of Kansas

  MS, Civil Engineering w/ honors

  1994 — 1998

Skills

• Underwriting
• Qualified Retirement Plans
• Health Insurance
• Retirement Plan Consulting
• 401k
• Insurance
• Executive Benefit Strategies
• Disability Insurance
• Investments
• Investment Management
• Estate Planning
• Investment Strategies
• Retirement
• Portfolio Management
• Wealth
• Strategic Planning
• Asset Management
• Philanthropy
• Business Development
• Wealth Management
• Management
• Financial Advisory
• New Business Development
• Employee Benefits
• Life Insurance
• Retirement Planning
• Executive Compensation
• Investment Advisory
• Fundraising
• Asset Allocation
• Succession Planning
• 401k Rollovers
• Annuities
• Wealth Management Services
• Financial Services
• High Net Worth Individuals
• Leadership
• Business Planning
• Financial Planning
• Iras