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 Strube

Rosemary joined Benefit Planning Specialist, Inc. in 1997. She serves as the office manager, overseeing daily front office procedures and documentation, and ensures efficient and seamless operations.  Rosemary is the go-to person who handles tasks that may appear small, but make the office operate in a smooth and efficient manner.