With a fiduciary on staff among our Omaha financial advisors, we take our clients’ objectives and circumstances very seriously — we are committed to only assisting with actions that are in their best interest.
Mike works closely with our vendors on account transfers to make sure they are completed correctly and in a timely manner. He will follow up on each transfer until the account is completely funded, and he is available to provide updates and answer questions throughout the process. Mike also helps write the daily “Market Report” for 1110 KFAB.
Kaylee’s pristine attention to detail ensures the smooth transition of accounts for our families. All paperwork for new accounts comes from Kaylee after she gathers all the necessary data. Kaylee is available to answer questions during this transition phase. She is also our “involuntary office technology guru.”
Barbara coordinates with all employees daily to keep the office running efficiently and to ensure all our families’ needs are met. Barbara wears many hats in the office, which allows her to assist in many processes in the departments. She is dedicated to making sure the office is providing the best service.
Sarah coordinates all marketing for the office while maintaining compliance for outgoing communications to the public. She manages all employee licenses and makes sure we are current on licensing with insurance carriers and the industry. Sarah is also our team outing coordinator and planner.
Beth is one of the first points of contact for new families. She is passionate about going above and beyond to welcome new families to the office by preparing them for their appointments. She keeps the office calendar organized and gathers data needed for the appointment preparation process from start to finish.
Haley is also one of the first points of contact for new families. Haley answers incoming phone calls, schedules appointments, and helps gather data necessary for the first appointments. She prides herself on providing excellent customer service and is our resident classic rock trivia contributor.
Katie is the main point of contact for all current families once accounts have been transferred. She will initiate all processing changes such as withdrawal requests, change of beneficiaries, address changes, etc. Katie is available to answer questions and schedule time with Darrell as necessary.
Becky brings over 15 years of industry experience to our office. She attends and takes detailed notes for all meetings. As Darrell’s direct assistant, she keeps the appointment data organized and prepares the meetings for each day. She also helps obtain the data necessary to open new accounts.
Please contact D Bryant Retirement Strategies with any questions about our firm or the range of financial products and services we provide. We are happy to discuss your needs and goals and how we may be able to help you with real solutions.
With respect to money management, we offer a wide range of financial products and vehicles in Omaha. As an independent office, we select the most advantageous products and systems available. D Bryant Retirement Strategies often gains access to “ultra-exclusive” insurance products, available to independent advisors on a limited basis. Whether you are interested in index or mutual funds, stocks and bonds, annuities, CDs, real estate, oil or gas, tactical asset management, or Modern Portfolio Theory, the team at D Bryant Retirement Strategies will customize a portfolio that is designed for your unique needs.
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