04/30/2026
Each year, a select group of professional advisors in Omaha commits to a rigorous, graduate-level learning experience through the Chartered Advisor in Philanthropy® (CAP®) program. Bringing together professionals from law, accounting, financial services, and the nonprofit sector, CAP® prepares advisors to better serve their clients while strengthening our community.
Facilitated locally by the OCF, Mark Weber, and a group of dedicated alumni, this year-long program equips advisors to navigate the complexities of charitable planning, legacy giving, and values-based decision-making.
We are proud to welcome the newest CAP® class and celebrate their commitment to keeping Omaha one of the most philanthropic communities in the country.
Adam Austin - Tax Shareholder, Lutz
Amy Bernstein Shivvers - Executive Director, Jewish Federation of Omaha Foundation
Scott Berryman - Attorney and Trust Officer
Rebecca Bode - Chief Financial Officer, Peter Kiewit Foundation
Ryan Decker, CFP - Vice President and Relationship Manager, Bridges Trust
Tony DeLuca - Co‑Founder and Partner, Smith Pauley LLP
Molly Hoge, CFP - Financial Advisor, Edward Jones
Justin Hope - Audit and Attest Partner, Eide Bailly
Emily Jung - Chief Trusts and Estates Officer, Harrison Financial Services and Harrison Family Office Services
Sarah Ann Kotchian - Chief Executive Officer, Nebraska Early Childhood Collaborative
Steve Lindsay - Senior Vice President of Business Development, Bankers Trust
Rochelle Mullen - Attorney, Cline Williams
Mike O’Malley - Senior Director of Development, Heider College of Business at Creighton University
Kathy Schubauer - Director of Donor Services, Omaha Community Foundation
Dan Walker - General Manager, Epigram Capital