Contentment requires true balance.


—  Rob Wellendorf, President


Business owners are faced with unique challenges. For more than 25 years, I’ve had a passion for leading them and their families to contentment in an increasingly complex world.

At Execso, we focus on creating strategies that align family, wealth, legacy and philanthropy. The results go well beyond the numbers. There is an emotional side to what we do. The confidence we provide brings peace of mind, harmony and balance to the lives of families.

By recognizing the strength and soundness of advice offered by other professionals, we leverage their expertise through coordination and communication. Our process identifies gaps where they exist, and through collaboration with trusted advisors, we implement a family wealth strategy and work to find the perfect balance between desires, goals and the reality of each unique situation. Once our strategy is put in place, Execso serves as an invaluable partner navigating the waters ahead.

We’ve positively impacted business owners and their families for decades with our experience, wisdom and proven process. We wish to continue bringing contentment to others and invite you to join us in our mission.




Rob Wellendorf, CLU, AEP, CAP


Brady R. Marlow, CAP®, CExP™
VP Operations


Brady helps successful business owners focus on their happiness math by engaging them in a thoughtful and powerful decision making process.

He most enjoys creating new experiences with his family.

Two of Brady’s favorite volunteering efforts include:

Grassroots grant-making as a leader in the Omaha Venture Group facilitated by the Omaha Community Foundation

Helping aspiring entrepreneurs as a Certified Mentor through the Small Business Association’s Omaha SCORE.


*18 years of financial planning experience.

*Certified Exit Planning Advisor™ - Business Enterprise Institute.

*Chartered Advisor in Philanthropy® - The American College of Financial Services. 

*BSBA -Finance - University of Nebraska at Lincoln.