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
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
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.
Lyndsay StednitzClient Relations
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.
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.
Victoria ParkAppointment Setting Specialist
Vicki is passionate about helping people get the services they need to pursue their ideal retirements. As appointment setting specialist, she assists anyone interested in working with the firm by gathering information, answering questions and scheduling a meeting with David Brooks.
A self-described jack of all trades, Vicki’s experience includes customer service, property management and recruiting. She has a bachelor’s degree in psychology from the University of Nebraska Omaha.
In her free time, Vicki enjoys spending time with her husband and pup, Dallas. She also loves traveling, trying new food and lounging at home with family.
Daniel BryantClient Relations
Daniel relies on his communication skills and passion for helping others to connect with clients and help ensure they have access to the advisors and resources they need to succeed.
Coming from a family of financial professionals, Daniel was naturally drawn to a position helping retirees and pre-retirees meet their retirement goals. He also is a psychology student at the University of Nebraska – Lincoln.
Daniel lives in Lincoln with his two best friends and his goldfish, Pluto. Outside of work, he enjoys music, movies, golf and basketball.
Chip MaxwellCommunity Liaison
Drawing on his experience as a local morning talk show host, Chip reaches out to new and existing clients to share how Retire SMART and their talented team of retirement specialists can help them build a confident retirement future.
Chip has a law degree from the University of Nebraska – Lincoln, a master of studies degree in American history from Oxford University and a bachelor’s degree in political science from Boston College. His previous professional experience includes hosting a daily morning show on Omaha’s News Talk 1420 KOTK-AM.
In his free time, Chip likes to spend time with his wife and seven children, and hit the bike trails several times a week.
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