D Bryant Retirement Strategies is an independent, retirement-specific firm of Omaha financial advisors. Led by our founder Darrell Bryant, we are supremely dedicated to helping Nebraska and Iowa residents retire more successfully. Our specific retirement planning strategies and Omaha financial services help protect our clients’ hard-earned savings.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.
A lifetime resident of Eustis, Florida, Debbie is the client services manager and sales assistant
at Talon Wealth Management. She graduated from Lake Sumter State College and has 21 years of experience working in the financial industry.
Jim meets with clients and is an Investment Advisor Representative in Florida with over 34 years of experience in the finance industry. Jim focuses on understanding every clients’ financial goals, risk tolerance, time horizon, and liquidity needs in order to build a successful financial strategy for their lives.
With a bachelor’s in Economics from Virginia Tech, John started his career in financial service in 1992. John objective is bringing financial peace of mind and a successful financial future to each of his clients without large investment firms’ sales influences.
Jesse was born and raised in Savannah, GA. He served in the military for 12 years. After the military Jesse earned his Bachelor of Science in Business Administration focus was Accounting from Southern Oregon University. Later he went on to earn his Master of Science in Accounting from Keller Graduate School of Management, DeVry University. Jesse also earned his Certified Fraud Examiner credential (CFE).
Raised in Alabama and educated at Auburn University with a degree in Finance, John Newell moved to Florida in 2002. He believes that personalized planning is essential to the success of a financial plan because he recognizes that every economic and life situation is unique.
Jill grew up on the West Coast but has lived in Florida for 20 years. As concierge at Talon Wealth, she makes sure our clients are a click or phone call away from connecting with their advisor. She also plans events that enhance our client-advisor relationships, and are just plain fun!
Robin is a native of Eustis, Florida. She is a client services administrator at Talon Wealth, bringing many years of customer service and administrative experience with her to the Talon team. Robin likes planning trips with a group of her friends she’s known since elementary school.
Born and raised in Hershey, Pennsylvania, Ben now lives in St. Petersburg, FL with his wife Taryn and their two children Lilly and Jake. Starting his career in financial services in 2000 with a captive financial services company and soon after transitioned to working as an independent financial advisor.
Stacy is a graduate of the University of Florida and has spent most of her life living in Florida between Gainesville and Jacksonville. She’s definitely caught the travel bug. After living in Japan and Italy for a number of years she’s become a fan of travel and experiencing new places and cultures.
Bryan Bentley has spent the past 19 years in the financial services industry as an analyst, asset manager, and trusted advisor. He brings a practical, real-world, and holistic approach to his practice and engages with clients on a personal level. Known for his business acumen and experience in retirement income and financial advisory, Bryan works with clients and families across the country to help, protect, preserve, and grow their assets.
Raised in Arizona, Steve started working in financial services in 2010. He’s married to his sweetheart Lorena and has two boys, Esteban and Diego. When he’s not in the office you’ll find him with a camera in his hand, Steve has been an avid photographer since his days in yearbook club from grade school.
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.
Sign up for a complimentary portfolio x-ray!
You may also call (402) 932-2141 or email firstname.lastname@example.org
*Your privacy matters. All information is kept secure and confidential.