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.
Meet David Brooks Sr.CIS®, CHRS®
As the founder and president of Retire SMART, David Brooks Sr. is an Investment Adviser Representative (IAR) who is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
David got his start in the industry in 1999 and has worked for several financial services firms. He truly enjoys helping retirees and pre-retirees develop retirement income plans that meet their needs, and his business philosophy is a simple one: Do the right thing for the right reason at the right time.
David has passed the Series 63, 65 and 66 securities exams and holds life and health insurance licenses in Iowa, Nebraska and South Carolina. He has earned the Certified Income Specialist® (CIS®) and Certified Healthcare Reform Specialist® (CHRS®) designations. David practices as a Fiduciary agent, doing the right thing, for the right reason, at the right time. For more information about what it means to be a Fiduciary agent,
David has been published or quoted in The Wall Street Journal and Forbes. He also hosts “Retire SMART with David Brooks” weekly on 1110 KFAB, 1290 KOIL, and 94.5/1420 Boomer.
David and his wife, Melissa, have been married for more than 25 years. They have two sons, Drew and Noah, plus Nixon, a Lab who keeps their household active. David has coached youth athletics for several seasons and has volunteered for local charities. He has served on the board of directors for The Children’s Hunger Project, the American Red Cross and the March of Dimes.
In his free time, David enjoys serving in his church’s production ministry in addition to golfing and traveling.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 402.369.7777 today!
Alicia SchoonClient Relations: Administration
When you call Retire SMART, Alicia will likely be the voice on the other end. Passionate about going above and beyond for our clients, she is responsible for scheduling appointments and completing and processing paperwork, among other duties. Alicia holds life and annuity insurance licenses.
Katie WeisClient Relations: New Business
Contact Katie for your money movement tracking and other new business needs. Life and annuity insurance licensed in Nebraska, she helps our clients understand how the various pieces of their SMART plan work together.
Dalton HeimClient Relations
Dalton Heim uses his people skills and knowledge of the financial industry to help clients find the products that will help them live out their dream retirement.
Dalton got his start in 2016 in the banking industry, but after two years, he was ready for a change. That’s when he made the switch to Retire SMART. Here, he enjoys working with his co-workers to help provide top-notch customer service and client-focused retirement strategies.
Dalton has a degree in business management from the University of Nebraska, Lincoln. He passed the Series 65 securities exam and holds life and annuity insurance licenses.
In his free time, Dalton enjoys soccer, golf, volleyball, softball and hitting the gym. He also loves to spend time with friends and family.
Lyndsay StednitzClient Representative
Lyndsay helps clients process applications and works with them one-on-one to answer their questions.
Lyndsay holds a Bachelor of Science degree in business management. She enjoys working in the service industry and guiding people in a positive direction.
Away from the office, Lyndsay enjoys music, being with friends and going on vacation. She and her husband live in Benson, Nebraska, with their two cats.
Victoria LemusClient Relations
With a strong background in customer service, Victoria recently joined Retire SMART to help manage our monthly workshops, events and the calendar.
Victoria is passionate about making people feel heard and getting them the information they need. She’s also committed to ensuring that clients are never left in the dark when it comes to planning for their financial future.
After studying psychology in college in California, Victoria moved with her fiancé to Omaha. Outside the office, Victoria enjoys photography, baking and other culinary pursuits. She also loves to spend time outdoors and recently picked up stand-up paddle boarding.
LECIA MIZENERDirector of Operations
Lecia uses her nearly 20 years of experience as an operations manager to make sure our firm runs smoothly. She has a reputation for going above and beyond for clients and prides herself on being an approachable leader who builds lasting relationships while driving powerful results.
Lecia has a Bachelor of Science in economics from the University of Nebraska-Lincoln and a Master of Business Administration from Bellevue University. She is a lifelong learner who enjoys finding new ways to streamline processes and get things done.
Lecia lives in Bellevue with her husband, Michael, son Josh, dog Luna and cat Stoli. In her spare time, she enjoys traveling, listening to live music, reading, crafting and entertaining. She is also active with a local animal rescue group and adopted a French bulldog last year from the organization.
Larry WilleClient Relations
A business-oriented numbers guy — and professional golfer — Larry helps prepare detailed financial strategies for our clients. He truly enjoys helping clients to realize and, often, exceed their financial goals and dreams.
He also likes to apply his knowledge from business school to understand why some companies have longevity and make great investments, while others don’t.
Away from the office, Larry spends time with his kids and enjoys bowling and golfing. What’s more, he loves teaching the younger generation any chance he gets.
Dayne Lawyer Client Relations
Dayne is passionate about helping clients and tries her best to do so every day at Retire SMART. After exploring careers in elementary education and veterinary technology, she decided to enter the financial services industry and began a rewarding career assisting others through retirement.
Dayne holds her life and annuity licenses and graduated with an associate’s degree in applied science for veterinary technology.
At home, Dayne can be found enjoying the outdoors, traveling or working out. She loves spending quality time with her husband, two children and black Labrador retriever.
Ayesha Castillo Front Desk Coordinator
Ayesha is a people person and happily greets all guests who walk into Retire SMART’s office while ensuring the basic daily functions of the office run smoothly. Her background of working on Wall Street, where the unspoken consensus was people over profit, propelled her to instead put people first.
Ayesha attended Grace Institute for Business Administration, with one semester at New York University in New York City, which helped open her eyes to new experiences. While in NYC, she ran a lifestyle and catering service, where she helped others experience different global delicacies and experiences from around the world.
Away from the office, Ayesha enjoys cooking, interior design, theater and reading. She and her siblings were adopted, and she always looks forward to her colorful family gatherings of merged cultures. She is also a member of Plan International, an organization seeking outreach and charity for the education and better health access of children in developing countries.
Taylor DunkerMarketing Event Coordinator
As the firm’s marketing coordinator, Taylor helps shine a light on Retire SMART’s services, exceptional team members and many resources to reach and help as many people as possible in their retirement journeys. She runs Retire SMART’s social media and marketing initiatives, as well as plans all events.
Taylor grew up in a small town outside of Omaha, Nebraska, with three sisters and parents who owned their own small business. She learned the ins and outs of how to run a business successfully and uses that knowledge in her career today. Taylor will graduate from The University of Nebraska in May 2020 with a degree in marketing.
Outside of work, Taylor can usually be found spending time outside with her daughter, Adeline, either fishing, swimming, hiking, hunting or sitting around a bonfire.
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