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
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
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Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
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Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
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Travis Portwood, CFA, CFP®

Director of Investment Strategy/Senior Wealth Advisor
Ext.216
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Randy Korth, CPA

Senior Wealth Advisor
Ext.239
Email Randy

Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
Email Fred

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Daniel Monaghan, CFP®

Senior Wealth Advisor
Ext.206
Email Dan

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
Email Shane

Josh Ream

Wealth Protection Specialist
Ext.245
Email Josh

Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
Email Jenny

Michael Stanton

Director of Development
Ext.219
Email Michael

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Julie Wooden

Operations Manager
Ext.213
Email Julie

Suzanne Allen

Client Services Manager
Ext.205
Email Suzanne

Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jen Plummer

Client Services Manager
Ext.217
Email Jen

Dan Conroy

Client Services Manager
Ext.237
Email Dan

Keisha Coufal

Client Services Associate
Ext.212
Email Keisha

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
Email Jennifer

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Laura Dill

Enhanced Services Coordinator
Ext.214
Email Laura

Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Brian Harmon

Trading Specialist
Ext.247
Email Brian

Gisela Barnett

Client Services Manager
Ext.238
Email Gisela

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