“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.
Director of Client Services