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

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
Email Shane

Randy Korth, CPA

Senior Wealth Advisor
Ext.239
Email Randy

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
Email Fred

Travis Portwood, CFA, CFP®

Chief Investment Officer
Ext. 216
Email Travis

Allie Beckmann

Associate Advisor
Ext. 254
Email Allie

Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
Email Jenny

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
Email Jennifer

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Justin Newland, CPA

Tax Manager
Ext. 253
Email Justin

Jeff Hodgen, CPA, CVA

Tax Manager
Ext. 229
Email Jeff

Chris Oppliger, CPA

Tax Manager
Ext. 245
Email Chris

Michael Stanton

Director of Development
Ext.219
Email Michael

Dennis Thomas

Wealth Planner
Email Dennis

Julie Wooden

Operations Manager
Ext.213
Email Julie

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Abbie Siemers

Accounting Specialist
Ext.218
Email Abbie

Laura Dill

Compliance Coordinator
Ext.214
Email Laura

Andrea Schroeder

Estate Planning Associate
Ext.252
Email Andrea

Brian Harmon

Trading Specialist
Ext.247
Email Brian

Dan Conroy

Client Services Manager
Ext.237
Email Dan

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

Teresa Laughlin

Client Services Manager
Ext.238
Email Teresa

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Kayla Oltman

Staff Accountant
Ext. 234
Email Kayla

April Witter

Staff Accountant
Ext.251
Email April

Brandy Woita

Staff Accountant
Ext. 255
Email Brandy

Miranda Lowery

Accounting Assistant
Ext. 226
Email Miranda

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