
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
Steve Wilbur, CFS
Managing Director/Senior Wealth Advisor
(402) 932-6641
Email Steve
Travis Portwood, CFA, CFP®
Chief Investment Officer
(402) 502-1777
Email Travis
Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
Email Phil
Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
Email Kent
Randy Korth, CPA
Senior Wealth Advisor
Ext.239
Email Randy
Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
Email Fred
Pamela Korth, CPA
Senior Wealth Advisor
Ext.244
Email Pamela
Shane Wissmann, CFP®
Senior Wealth Advisor
Ext.215
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Dennis Thomas
Wealth Planner
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Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Michael Stanton
Director of Development
Ext.219
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Terry Meier, CPA
Certified Public Accountant
Ext.222
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Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Compliance Coordinator
Ext.214
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Keisha Coufal
Billing Associate
Ext.212
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Brian Harmon
Trading Specialist
Ext.247
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Julie Wooden
Operations Manager
Ext.213
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Andrea Schroeder
Client Operations Associate
Ext.252
Email Andrea
Dan Conroy
Client Services Manager
Ext.237
Email Dan
Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Gisela Barnett
Client Services Manager
Ext.238
Email Gisela
Janet Hartmann
Client Services Manager
Ext.210
Email Janet
Jen Plummer
Client Services Manager
Ext.217
Email Jen
Jennifer Cook, CPA
Certified Public Accountant
Ext.221
Email Jennifer
Kayla Buell
Client Service Specialist
Ext.225
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Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne