Daphne Brandt
“Daphne has been with the firm since 1996. Daphne serves as a main point of contact for clients to assist in routine or complex questions. She is involved in every aspect of the client relationship and typically assists clients with questions around contributions, distributions, tax issues, death settlements, transfers, and new accounts. In addition, Daphne contributes to various research projects undertaken by the financial advisors.
Daphne obtained a bachelor’s degree in mathematics and business administration from the University of Kearney. In 2004, she earned her status as licensed paraplanner by passing a series of examinations, including the Nebraska State Insurance exam for Life and Annuities and Sickness/Accident/Health.
Daphne currently resides in Grand Island, NE with her husband and three children.”
I enjoy my role as an active behind the scenes partner to our advisors and I value the relationships I have built with the people I work with as well as the clients we serve.
Contact Daphne
Director of Client Services
Ext.211
Email Daphne
Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
Email Mark
Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
Email Eric
Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
Email Jenny
Travis Portwood, CFA, CFP®
Chief Investment Officer
Ext. 216
Email Travis
Steve Wilbur, CFS
Managing Director/Senior Wealth Advisor
Ext. 241
Email Steve
Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
Email Phil
Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
Email Kent
Shane Wissmann, CFP®
Senior Wealth Advisor
Ext.215
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Randy Korth, CPA
Senior Wealth Advisor
Ext.239
Email Randy
Pamela Korth, CPA
Senior Wealth Advisor
Ext.244
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Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
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Allie Horak, CFP®
Associate Advisor
Ext. 254
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Steven Cahoy
Associate Advisor
Ext. 244
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Brad Feik
Associate Advisor
Ext. 255
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Lyndsey Mathews
Associate Advisor
Ext. 222
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Ben Hanssen
Associate Advisor
Ext.257
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Michael Stanton
Director of Development
Ext.219
Email Michael
Dennis Thomas
Wealth Planner
Email Dennis
Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Jeff Hodgen, CPA, CVA
Tax Manager
Ext. 229
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Justin Newland, CPA
Tax Manager
Ext. 253
Email Justin
Chris Oppliger, CPA
Tax Manager
Ext.245
Email Chris
Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Estate Plan Coordinator
Ext.214
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Melissa Nelson
Estate Planning Associate
Ext.206
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Andrea Schroeder
Estate Planning Associate
Ext.252
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Brian Harmon
Investment Analyst
Ext.247
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Megan Geiger
Trading Specialist
Ext.236
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Julie Wooden
Operations Manager
Ext.213
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Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Janet Hartmann
Client Services Manager
Ext.210
Email Janet
Jen Plummer
Client Services Manager
Ext.217
Email Jen
Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne
Dan Conroy, CFP®
Client Services Manager
Ext.237
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Teresa Laughlin
Client Services Manager
Ext.238
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Kayla Buell
Client Services Specialist
Ext.225
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Tena Lofing
Client Services Specialist
Ext. 212
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Kayla Oltman
Staff Accountant
Ext. 234
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April Witter
Staff Accountant
Ext.251
Email April
Miranda Lowery
Staff Accountant
Ext. 226
Email Miranda
Kelley Kaspar
Staff Accountant
Ext. 235
Email Kelley
