Robert E. Mundy, J.D., CLU, ChFC

Robert E. Mundy, J.D., CLU, ChFC

President

Phone: (402) 398-1103
Fax: (402) 398-1106
E-mail:

For more than 40 years, Bob has been helping business owners and executives with their business, estate and insurance planning. 

Bob earned a law degree from Creighton University.  He is a Chartered Financial Consultant and Chartered Life Underwriter, as well as a Registered Representative and Investment Advisor Representative with NFP Securities, Inc.  In addition to serving as President of Mundy and Associates, he has served as an adjunct instructor in the College of Finance at the University of Nebraska. 

Bob's diverse background brings many benefits to his clients. He has the right mix of education, experience and credentials to be an effective counselor on issues as diverse as estate tax reduction, business continuity and benefits planning, and charitable planning.

Bob is a leader in his profession and in his community. He has served on many boards, including the Nebraska Chapter of the Arthritis Foundation, Mary Riepma Ross Media Arts Center, Omaha Ballet, Uta Halee, State Board of Education and Land Funds (BELF), YMCA, Rockbrook Community Club, Oakdale Community Club, West Council Chamber of Commerce, Countryside Community Church Christian Outreach, Leadership Omaha Alumni Association and Nebraska Community Foundation.

He presently serves on the Nebraska Chapter of the National Conference for Community and Justice Board of Governors, the Nebraska Community Foundation Honorary Board and the Film Streams Board.
 

Education
• Creighton University Law School, Juris Doctorate
• University of Nebraska, BS 

Associations
• Nebraska Bar Association
• Society of Financial Service Professionals
• Omaha Estate Planning Council
• National Association of Security Dealers

Specialized Expertise
 • Coordinating and working with other key advisors
• Interviewing and compiling pertinent data
• Communicating technical concepts in a comprehensive and understandable way
• Business, estate and life insurance planning