OUR TEAM

 

Joe Elsasser

Joe Elsasser, CFP®, RHU, REBC, is a Financial Planner for Sequent Planning, LLC an Omaha-based Investment Advisory and Financial Planning firm and is the creator of Social Security Timing®, a patented software package that helps financial advisors identify optimal Social Security claiming strategies for their clients.  

Joe has been featured or quoted in several local and national publications including the Wall Street Journal, the Journal of Financial Planning, USA Today, MarketWatch, CBS MoneyWatch, Kiplingers, Money Magazine, and Accounting Today.  He has testified as an expert witness in court proceedings on Social Security and pension valuations, and delivered continuing professional education for other financial advisors, CPAs and attorneys. Joe is a Certified Financial Planner™, Registered Health Underwriter, Registered Employee Benefits Consultant, licensed Investment Advisor Representative of Sequent Planning, LLC and licensed insurance agent. He holds a Bachelor's degree with honors from the University of Nebraska Omaha. In his spare time, Joe enjoys watching a ridiulous number of kids sports and school events with his wife and two children. 

 

 

 

Lauren Degroot

Lauren DeGroot is a Financial Advisor at Sequent Planning, LLC an Omaha-based Investment Advisory and Financial Planning firm. Lauren's practice is focused specifically on helping people with major retirement related decisions including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement.

Prior to joining Sequent Planning, Lauren spent five years training financial advisors on appropriate use of long term care insurance and annuities. She also conducted several national speaking engagements for both advisors and their clients, and has been featured as a guest speaker on radio shows in Florida and Nebraska. Over the past six years, Lauren has presented more than one hundred seminars on the topics of Social Security Strategies and Long Term Care Planning at twelve libraries across Douglas County and Sarpy County. Lauren is Certified in Long Term Care Planning, is a licensed Investment Advisor Representative of Sequent Planning, LLC and is a licensed insurance agent. Lauren holds a Bachelor's degree in Business Economics from California State University, Long Beach. Lauren competed four years for their Division 1 Women's Basketball Program and also played three years of professional basketball in Poland, Spain and Germany.   

In her spare time, Lauren enjoys travelling, spending time outdoors and serving in her community. 

 

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Jaime Elsasser

Jaime graduated from University of Nebraska at Lincoln in 2003 with a degree in Advertising and a minor in English.

She spent seven years working as a Marketing Analyst for Physicians Mutual Insurance company.  She joined Sequent Planning in 2013 to oversee scheduling, client communications, and logistics for our annual Retirement Transitions Series.  

 

In her spare time, Jaime enjoys spending time with her husband and two children at their family cabin.