Meet the Retire SMART, LLC 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 Omaha’s 1420 AM/FM 94.5 The Answer.
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.
Jeff DurskiMarketing Director
Jeff helps market Retire SMART's mission and message across the Omaha community so more people can live their ideal retirements.
Jeff has over 30 years of marketing and communication experience and has built his career on helping both businesses and consumers find the products and services best suited to their needs. He holds a Bachelor of Arts in psychology and a Master of Business Administration from Indiana University.
Jeff was drawn to Retire SMART because of the firm's mission to help Omaha families access financial professionals who can help them build income strategies to support their retirement lifestyles.
Outside of the office, Jeff enjoys cooking, reading, gardening and spending way too much time playing the video game "Civilization."
TERA HAZENDirector of First Impressions
Tera helps ensure each interaction you have with Retire SMART is exceptional.
After being in the dental field for 10 years, Tera decided to switch gears and challenge herself to learn about the retirement process so she could help people achieve their goals.
Born and raised in Omaha, Tera and her husband have four children, one cat and one dog. When she is not busy with her family’s lawn and snow company, she enjoys camping, pool days and going to her kids’ sports and activities.
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.
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