About


Here's our story. We look forward to hearing yours.

Meet the Retire SMART Team


We're committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it
throughout your retirement.

David2

DAVID BROOKS CIS®

PRESIDENT & FINANCIAL ADVISOR

David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies. He is a Certified Income Specialist and a member of Ed Slott's Master Elite IRA Advisor Group, but he's a go-to guy for national events and for media because he uses plain language that normal people use, and because his approach is both unique and comprehensive. He has been published in numerous newspapers and magazines. He appears on local radio as a guest commentator and on his weekly show, "Retire SMART with David Brooks." He also has a weekly 30-minute show on local television and shorter "SMART Money Minute" interviews. David and his wife, Melissa, are devout Christians with two sons and numerous adopted local and national charities.

Mike Schudel

MIKE SCHUDEL

JD, CFS, CAS, CLU, CHFC, CASL, CFP

FINANCIAL ADVISOR

Mike has a passion for education. After obtaining a bachelor's degree, juris doctorate, and other financial service designations, he then served as an adjunct professor in the Certified Financial Planning program in Creighton University's College of Business. He enjoys translating complex concepts to help clients better understand tax planning, estate planning, and income planning.

Sean Swanson

SEAN SWANSON CLU®, RICP®, LUTCF

FINANCIAL ADVISOR

Sean has nearly two decades of experience in the financial services industry. Among his awards and credentials is that of Chartered Life Underwriter, one of the oldest and most-respected designations in the industry. His approach is to educate clients and partner with them in identifying and achieving their retirement goals.

Dayne Lawyer

DAYNE LAWYER

FINANCIAL ADVISOR

Dayne is a renaissance woman, a wife and mother with degrees in special education and veterinary technology as well as being fully credentialed in financial planning. She brings this wealth of knowledge and experience to every client and case in our SMART plan process, which she helped build at Retire SMART.

Dustin Galvan

DUSTIN GALVAN

FINANCIAL ADVISOR

Dustin developed his passion for retirement planning while serving in the United States Marine Corps. Armed with his financial and life insurance credentials and his previous experience as an advisor, his mission now is to help people optimize their estate plans, tax liability, and other factors that determine their quality of life in retirement.

Office Staff

team-photo_2022

Teahlor Jansa
Client Service Specialist

Blake Grimm
Financial Advisor

Alex Murray
Financial Advisor

Nick Heesch
Financial Advisor

Larry Wille
Case Preparation Specialist

Michael Luna
Insurance Professional

Abigail McNaney
Tax SMART Accountant

Lyndsay Stednitz
Director of New Accounts

Alicia Schoon
Director of Client Service

Rich Ocken
Client Service Specialist

Mary Thompson
Client Service Specialist

Ashley Hamilton
Client Service Specialist

Lou Brooks
Chief Compliance Officer

Michael Bizzarri
Client Relations Manager

Mary Lou Kane
Client Relationship Specialist

Patti Just
First Impression Coordinator

Chip Maxwell
Director of Community Outreach

Savannah Dreher
Office Manager

Lecia Mizener
Chief Operations Manager

Kylie Carrico
Marketing Coordinator

Brittany Vosika
Marketing First Impression Coordinator

Noah Brooks
Production Specialist

Nick Henk
Production Specialist

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

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