Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Dan has worked in the financial services industry for more than 35 years as both an advisor and a branch manager. He works directly with clients on portfolio management, equity and fixed income strategies. Dan graduated from the University of Nebraska and was a letterman for the Cornhuskers. Dan is involved with the Omaha Community Foundation, Omaha Bridges Out of Poverty, National Cowboy and Western Heritage Museum, Reining Horses, Fellowship of Christian Athletes and The University of Nebraska "N" Club. Dan and his wife, Deb, have 3 children and 5 grandchildren.
AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
Brett specializes in advising clients on portfolio and risk management, investment strategy and financial planning. He received his Bachelor of Arts degree from the University of Nebraska. While attending the University, Brett was a letterman for the Nebraska Cornhuskers football team. He is very active in the community and enjoys spending time with his friends and family. Brett resides in Omaha with his wife Leigh and children Colette, Barron and Olivia.
CA, CO, IA, IN, MN, NE, NY, SC, WA, WI
Michelle has worked in the financial services industry since 1997. She concentrates the majority of her time serving clients' needs and managing the administrative aspects of the practice. Michelle received her Bachelor of Science degree in Business Administration from the University of Nebraska Omaha in 1997. Michelle earned her Series 7 and Series 66 license in 1998. She resides in Fort Calhoun with her husband Tim and two sons Cole and Carter and her granddaughter Aubree. In her free time Michelle enjoys family time, being outdoors and boating.
CO, FL, IA, KS, MO, NE, SC