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

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

Keisha Coufal

Billing Associate Ext.212 Email Keisha

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

Andrea Schroeder

Client Services Associate Ext.252 Email Andrea

Kayla Buell

Client Service Specialist Ext.225 Email Kayla

Ryan Spencer

Staff Accountant Ext. 235 Email Ryan

Kayla Oltman

Staff Accountant Ext. 234 Email Kayla

April Witter

Staff Accountant Ext.251 Email April

Miranda Lowery

Accounting Assistant Ext. 226 Email Miranda

Brandy Woita

Staff Accountant Ext. 255 Email Brandy

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