Who We Are
Marvin Souchek, CLU®, ChFC®, CEBS, AIF®
Marvin is the owner of Benefit Planning Specialist, Inc. and has been serving as a financial guide to individuals and business owners since 1973. He is passionate about using his experience, education, and skill set to help clients identify and achieve their financial objectives. He specializes in assisting business owners with important decisions related to 401(k) plan design, administration, education, and investments.
Marvin holds a bachelor’s degree in accounting from the University of Nebraska at Omaha; FINRA Series 6, 7, 63, and 65 licenses; and life and health insurance licenses. He has earned the designations of Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Employee Benefit Specialist, and Accredited Investment Fiduciary®. Marvin is a member of the Lincoln Estate Planning Council, the Society of Financial Service Professionals, the International Society of Certified Employee Benefit Specialists, and the American Society of Pension Professionals & Actuaries.
Rosemary joined Benefit Planning Specialist, Inc. in 1997. Her role as the office manager includes providing administrative support and exceptional client care and service. She prides herself on knowing each and every client. Rosemary is the go-to person who handles tasks that may appear small, but make the office operate in a smooth and efficient manner.