Meet Our Team

Joe Vlock, CLU®, ChFC®, CAP

CEO

Joe has been helping his clients in financial, business and estate planning since 1973. He is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative with NYLIFE Securities LLC.

Joe graduated from the University of Nebraska with a Bachelors degree in Business Administration. He has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor in Philanthropy (CAP) designations.

Joe was selected as “Agent of the Year” By the National Association of Insurance and Financial Advisors (NAIFA) in 2001. He is a Life Member of the Million Dollar Round Table, a Member of the Omaha Estate Planning Council, Past President of NAIFA, Past Member of the New York Life Chairman’s Council, and National Committeeman for NAIFA.

Joe is married to Jeanne, they have 4 children, Angela, Tim, Sarina, and Jennifer, and 6 grandchildren.

CA Insurance Lic #0B99479

Sarina Vlock Tannehill

Financial Professional

Has been working with her Father for 6 years in Financial strategies, Business, and Estate planning. She is a Registered Representative with NYLIFE Securities LLC. and currently holds Series 6, 63 FINRA registrations.

Sarina has achieved recognition as a Member of New York Life’s Executive Council.

Sarina earned a Bachelors degree from the University of Kansas in 2007 and moved back to Omaha to join her father in business at Vlock Financial Group. Sarina and her husband, Zac, have three young children, Nellie, Joey and Harrison.

Lori Cooper Photo

 

Lori Cooper

Client Service Manager

Lori manages Client Services and is the primary point of contact for Vlock Financial clients for all administrative and operational needs. She handles customer service, manages the scheduling, underwriting and service processes for the firm, as well as the business operations.

Lori is a Nebraska native and has also lived in New York’s Hudson Valley and Puerto Rico. She and Randy have two children and enjoy cooking, gardening and traveling. She has undergrad degrees in Organizational Communication and Criminal Justice and is also a licensed esthetician.

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