Wealth Preservation. Tax Avoidance. Estate Transfer.

Meet the Staff

Jerry
Ehrke
Owner / Licensed Agent
Photo

Jerry is the owner and manager of the Alma office.  He has a vast amount of experience with agriculture and the crop insurance business.  He has been involved in a diversified family farm operation for 35 years. In 2004 Jerry became a licensed crop insurance agent and began working with the Waggoner Insurance Agency as a producer. In 2010 Jerry and his business partner Mark Oberg formed AgEdge Insurance LLC, focusing on crop insurance and risk management.  In 2015, Jerry and Mark founded AgEdge Financial, which specializes in tax avoidance, wealth preservation, and estate transfer. Jerry also is a sales representative for Pioneer Hi-Bred International.  Jerry, along with his wife Jodi, have 4 grown children that have blessed them with 7 grandchildren.

Contact Information

mobile: 308-991-0972
Mark
Oberg
Owner / Licensed Agent
Photo

Mark is the owner and manager of the Gothenburg Office. He is a 1983 graduate of UNL and has spent the last 35 years of his life involved in a row crop operation near Gothenburg, NE. Mark started working in the crop insurance business in December of 2004 with the Waggoner Agency.  In 2010 Mark and his business partner Jerry Ehrke formed AgEdge Insurance LLC, focusing on crop insurance and risk management.  In 2015, Mark and Jerry founded AgEdge Financial, which specializes in tax avoidance, wealth preservation, and estate transfer. Mark services his surrounding area, Eastern Colorado, Western Nebraska as well as accounts across the continental United States.  Mark and his wife LaNona have 4 children and live north of Gothenburg where they continue to be involved in production agriculture and the crop insurance business.

Contact Information

mobile: 308-529-0992

AgEdge Financial History

In 2013, following the death of co-owner Mark Oberg’s mother, AEF was founded.  The details of the Oberg Family Estate, which included highly appreciated agriculture real estate, put the Oberg family in the position of significant capital gains tax liability.  While searching for solutions, Mark Oberg discovered solutions to legally avoid capital gains tax when liquidating assets of any kind without having to implement a 1031 exchange strategy.   AgEdge Financial has aligned itself in a business partnership with a 30 year old firm specializing in tax avoidance transactions utilizing competent legal counsel and experienced accounting firms to ensure the legal liquidation of assets or estate transfer, while eliminating taxes and maximizing asset value.  Our unique strategies can be used on assets of all types including real estate, stocks, corporations, and family businesses.  References are available to provide witness to the exciting tax relief ideas that are implemented by the AgEdge Financial team.

MissionStatement

The mission of AgEdge Financial is to help clients avoid unnecessary taxation on assets or whole estates during transition periods utilizing innovative legal strategies & to provide low risk financial tools to safely maximize clients’ portfolios.