Robert E. Mundy, J.D., CLU, CHFC, CAP

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

He is a Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Advisor in Philanthropy.

Bob's diverse background, education, experience and credentials make him an effective counselor on issues as diverse as estate tax reduction, business continuity and benefits planning and charitable planning.

Bob has served on the boards of, the Nebraska Chapter of the Arthritis Foundation, Mary Riepma Ross Media Arts Center, Film Streams, Omaha Ballet, Uta Halee, State Board of Education and Land Funds (BELF), YMCA, Rockbrook Community Club, Oakdale Community Club, West Council Chamber of Commerce, Planned Parenthood, Countryside Community Church Christian Outreach, Leadership Omaha Alumni Association, Nebraska Community Foundation, and the National Conference for Community and Justice. He has also served as an adjunct instructor in the College of Finance at the University of Nebraska.

Bob and his wife, Maggie, are the parents of Beth Mundy Griffith and Chris Mundy, and the grandparents of Max Griffith, Lila Mundy, and Daria Mundy.


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


  • Nebraska Bar Association
  • Society of Financial Service Professionals
  • Omaha Estate Planning Council

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