Wanda Caffrey

Wanda Caffrey

VP & Retirement Plans Director & Financial Advisor

Office: 402-810-6661
Fax: 402-810-6670
E-mail:
 

Experience: Wanda is a vastly experienced Financial Advisor who started her career in the financial services industry at a national brokerage firm, founded Polaris Financial Services in 2009 and went on to join the inSOURCE group in 2012.

She concentrates on providing clients with an investment plan aimed at meeting their financial goals, including a foundation of annuity and life insurance. Wanda enjoys helping people make smart decisions about their money.

About: Wanda joined NAIFA-Cornhusker in March of 2004 and was elected to the Board in April of that year. She served on the board as Treasurer for 5 years beginning in 2005 and was the State AHIA chair from 2010 to 2011. Wanda continues to lead the Awards committee for the local Cornhusker chapter. She is also a member of the Financial Planning Association and Women in Financial Services.

Wanda has been a member of the Lincoln Independent Business Association (LIBA) since 2001 and the School Liaison Committee Chair from 2005 to 2021. In March 2021 she began a one-year term as LIBA Board Chair.

Location: Lincoln

Motto: When you love what you do, you never work a day in your life.