Wealth Management team

We bring different perspectives to the table.

Tailored to teachers, faculty, & their retirement.

Trey Wilbeck

With a vision for building something meaningful, Trey brings a blend of big-picture thinking and hands-on experience.

Financial Advisor & Co-Founder

Email: Trey@403bWealthPlan.com

Schedule with Trey

Jake Skala

Specializes in helping teachers and faculty simplify retirement decisions through clear 403(b) strategies, long-term planning, and guidance built around confidence.

Financial Advisor & Co-Founder

Email: Jake@403bWealthPlan.com

Schedule with Jake

Schedule Consultation

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17117 Oak Drive, Omaha, NE, 68130

Email: Info@403bWealthPlan.com

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