About D Bryant
Retirement Strategies
D Bryant Retirement Strategies is an independent Omaha retirement planning financial firm. We are committed to helping Nebraskans and Iowans retire successfully. With a fiduciary on staff, we take our clients’ objectives and circumstances very seriously — only assisting with actions that are in their best interest.
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. 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.
Darrell Bryant, CFS®, CAS®
Known throughout the area for his experience in Omaha retirement planning, Darrell Bryant, CFS®, CAS® takes the time to carefully learn his clients’ needs and develops a strategy that helps them work towards their retirement income goals.As a fiduciary with over 30 years of experience in the financial services industry, Darrell recognizes the need for unique and personalized services for investors at the time of retirement. At this stage of life, it is of utmost importance to reevaluate investment strategies — reduce risk, help protect assets, and create an income-generating plan.
Darrell has made these retirement issues his area of focus. Over the past 30 years, he has established himself as an authority with a Certified Fund Specialist (CFS®) designation and a Certified Annuity Specialist (CAS®) designation from the Institute of Business & Finance. Darrell is host of Retirement Strategies Radio, heard Saturday mornings at 7am-9am and 12pm on 1110 KFAB. His articles on financial planning have been featured on Fortune.com, FoxBusiness.com, Money.com, and in the Midland Business Journal.
Darrell knows many near-retirees are not sure when retirement will become truly affordable, without fear of running out of money years down the road. Current retirees might wonder if positive changes can still be made, regardless of their age. Darrell focuses on real solutions to all retirement issues — helping his families enjoy greater peace of mind and a predictable retirement lifestyle.
Mike Leddy
Account Transfer Representative
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 Vangerpen
Senior New Accounts Representative
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 Jaekels
Director of Operations
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 DeLaet
Office Manager
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 Behne
Senior Client Relations Representative
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 Brodnak
Client Relations Representative
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 Halstead
Client Service Representative
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 Rogers
Advisor Assistant
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.
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You may also call (402) 932-2141 or email contact@dbretirement.com
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