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Retire SMART

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Retire SMART is an independent financial advisory firm. Through a SMART Plan process, it helps take the uncertainty out of the client's financial future so they can enjoy the retirement they have always imagined.

Industries

Finance

Headquarters

Omaha, United States

Employees

11-50

Links

Org chart

David Brooks
President & Financial Advisor

David Brooks

Collapse
LB
Lou Brooks
Chief Compliance Officer
Alicia Schoon
Director of Client Service
Chip Maxwell
Director of Community Outreach
Lyndsay Stednitz
Director of New Accounts
Michael Bizzarri
Director of Marketing & Business Development
TH
Tige Heacock
First Impression Coordinator
MT
Mary Thompson
Executive Assistant
Brad Starken
Financial Advisor
PF
Paul Ferguson
Financial Advisor
Alex Murray
Financial Advisor
Sean Swanson
Financial Advisor
Blake Grimm
Financial Advisor
NH
Nick Heesch
Financial Advisor
AM
Abigail McNaney
Tax SMART Accountant
Larry Wille
Case Preparation Specialist
NB
Noah Brooks
Production Specialist
NH
Nick Henk
Production Specialist
JO
Jacob Orand
Financial Advisor

Teams

+6

Advisory Team

9 members

MK
MT
+3

Client Services

6 members

NH
NB

Specialists

3 members

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