MEET THE TEAM
Liz Williams CFP®
Managing Partner, Financial Advisor
Exhibits excellence and kindness in all she does. Passionate about helping people achieve their very best, Liz naturally embraces her calling as a Certified Financial Planner™ professional. Liz possesses a unique ability to see where clients need to be and communicate the steps required to get them there. Having walked with many clients through each stage of their financial journey, Liz knows firsthand the challenges and opportunities people face today.
Stephen Abels FSA MAAA
Managing Partner, Financial Advisor
Serves our clients with integrity and principled wisdom in every interaction. Prior to joining Estate & Wealth Planning, inc., Stephen most recently served as President of Income and Wealth Planning for a Fortune 500 company where he led a $2B business unit focused on protecting families and preparing them for retirement through sound financial advice. With the heart of a teacher, Stephen seeks to understand our clients’ goals, challenges, and opportunities in order to craft personalized strategies and solutions to best serve our clients and their families.
Paul Folkers CLU, ChFC, CFP®
Financial Advisor, Estate Planning Specialist
As a seasoned Financial Advisor, Paul brings a blend of wisdom, experience, and personalized insight into each client relationship.
Raised on a farm near Sheldon, Iowa, Paul went on to earn a BA in Business Economics from Northwestern College in Orange City, Iowa. He furthered his expertise through certifications as a Certified Financial Planner™ professional (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
A lifelong learner, Paul actively participates in industry conferences and is a member of the Omaha chapter of the Society of Financial Service Professionals, continually enhancing his skills to better serve his clients.
James Williams
Director of Operations
With a steadfast commitment to client engagement, James has been an integral part of Estate & Wealth Planning’s mission since its inception. Transitioning to a visible role as Director of Operations in 2015, James brings over two decades of IT expertise and a passion for exceptional customer service to every interaction. His academic background includes a Bachelor of Science in Management of Information Systems and a Master of Arts in Management, equipping him to provide tailored solutions and support to our valued clients.
Sarah Nigro
Client Service Manager
With a keen eye for detail and a dedication to excellence, Sarah ensures that our clients’ needs are met promptly and efficiently. Her expertise in client relations makes her an invaluable asset to our team and a trusted point of contact for our clients.
Waldo Goossen
Client Service Coordinator
Waldo joined the financial services industry with over two decades of experience in aviation quality control and administration. He now brings his meticulous attention to detail to Mark Street Financial. In partnership with the rest of the Mark Street team, he ensures smooth scheduling for clients and manages account services, always prioritizing client satisfaction.
JoAnn Heddens
Client Service Coordinator
JoAnn brings extensive experience in customer relations, along with a keen eye for detail and accuracy. She is dedicated to providing attentive, high-quality service and ensuring a seamless client experience. Always ready to assist with any service needs, she is passionate about building meaningful connections with each client at Mark Street Financial.
Katie Jervis
Financial Paraplanner
Katie bridges the gap between our financial planners and clients, assisting in the development of personalized financial plans. Her analytical skills and commitment to client success are instrumental in crafting strategies that align with our clients’ objectives. Katie graduated with highest honors from Cedarville University with a degree in Finance.
Kyle Jervis
Financial Paraplanner
Kyle supports the financial planning team at Mark Street Financial by conducting research and analysis to assist in the development of personalized financial plans. He ensures client information is accurate and organized, providing valuable insights that shape the planning process. Kyle is dedicated to optimizing team efficiency and ensuring strategies are thoughtfully prepared and aligned with each client’s financial goals. He graduated with high honors from Cedarville University with a degree in Accounting.