The Metropolitan Community College Financial Planning Program is proud of the students who have completed the curricula in the Certificate of Achievement in Personal Financial Planning and have obtained their CFP® Certification. Current students participating in the MCC Financial Planning Program and preparing to sit for the CFP® Certification Exam are listed below.
Did you know as a student financial planner you can join the Financial Planning Association at a significantly reduced rate? "The Financial Planning Association is the membership organization for the financial planning community. FPA has been built around four core values - Competence, Integrity, Relationships and Stewardship. FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession." Read about the benefits of membership today!
Rhonda Heineman, CFP(r) is an LPL Financial Advisor providing objective financial advice and offering impartial solutions that best suit unique client circumstances. Ranked by J.D. Powers and Associates as one of the top U.S. brokerage firms with respect to overall client satisfaction, LPL Financial is a leading source of advice for managing personal wealth. Currently serving as the President of the Nebraska Financial Planning Association of Nebraska, Rhonda is a respected industry leader and credentialed professional holding numerous industry licenses and certifications including the prestigious CFP(r) designation. With a client-focused practice, Rhonda helps individuals and families accumulate, preserve and transfer wealth.
Rhonda graduated from University of Nebraska - Omaha in 1987 with a B.S.B.A in Banking and Business Finance. She began her career in the banking industry working with commercial loans and establishing an investment services department. After a number of years, Rhonda moved to the financial services industry becoming a Registered Representative and Investment Advisory Representative servicing over 500 accounts with over $18 million under management. In 2003, Rhonda joined the Egermier Wealth Management Group; a comprehensive financial services firm committed to helping clients improve their long-term financial success. Rhonda became a CERTIFIED FINANCIAL PLANNERTM in 2006 after fulfilling her educational requirements as a participant in the Metropolitan Community College Financial Planning Program.
Raised in Norfolk, Nebraska, Rhonda resides in Omaha with her husband Dave and their family. Active in a number of professional and community organizations, Rhonda enjoys travel including recent mission awareness trips to the Philippines and Guatemala where she spent time with children she has helped support over the years through her association with the Christian Foundation for Children and Aging.
Contact Information:15606 Elm Street, Suite 103
Omaha, NE 68130
Rhonda Heineman, CFP
The Meyerle Hince Group
UBS Financial Services
One Valmont Plaza suite 300
Omaha NE 68154
Jesse L. Luetkenhaus
First Nat'l Bank Investment One
5504 North 90th St.
Omaha, NE 68134
Assistant Vice President-Investments
Hammes Seymour Adams Financial Group
14301 FNB Parkway
Omaha, NE 68154
If you are a student or alumnus in the Metropolitan Community College Financial Planning Program and would like your name added to this page, please contact Lori Lothringer (402.537.3830).