Omaha

OUR OMAHA FINANCIAL ADVISORS

Brian Finn, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager

BFinn@dadco.com | (402) 392-7825
Team Website: zahminvestmentgroup.com

Brian is an Omaha native and has worked for D.A. Davidson and its predecessor firms since 2001. He is responsible for his team's operational activities, including trading, research, portfolio analysis and client reviews. He plays an integral role in investment strategy decisions and has earned his Certified Wealth Strategist (CWS^®) designation from the Cannon Institute. Brian holds a bachelor's degree from the University of Nebraska at Omaha.

Brian and his wife, Nancy, have three children: Grace, identical twins Sean and Trevor, and a beloved black Lab named Finn. Brian enjoys reading, golfing and most sporting events.

Janae McKee Galvis, CFP®
Senior Associate Financial Planning Specialist

JGalvis@dadco.com | (402) 898-4329

Janae began her career in 2008, joining the McKee Group with her brother, Jake McKee. She holds a bachelor's degree in finance from the University of Kansas. In 2012, she completed the course to earn the CERTIFIED FINANCIAL PLANNER™ certification allowing her to better serve clients with complex issues. She has played a primary role in the development of their planning process to help clients envision their life well-lived. Janae has a methodical attention to detail and is an ideal complement to Jake, as she brings her own high level of intensity to the practice. She takes great pride in being a skillful listener and her infectious smile and spirit are always present. Janae and her husband, Daniel, enjoy traveling to visit his family in South America or embarking on other new adventures around the world. While in Omaha, you'll often find Janae honing her golf game or enjoying the outdoors with friends and family.

Marv Giannangelo
Senior Vice President, Financial Advisor

MGiannangelo@dadco.com | (402) 392-7832

Ryan Iwansky
Senior Vice President, Financial Advisor

RIwansky@dadco.com | (402) 898-4326
Team Website: blueprintdadco.com

Ryan joined D.A. Davidson in 2017. He has a passion for helping clients preserve and grow assets over multiple generations. Ryan is focused on estalishing a two-way communication process with clients to simplfy their financial lives and provide guidance through life's key moments. Ryan strives to provide concierge-level service by understanding each person's financial goals and fine-tuning their plan to help keep it on track.

Prior to joining D.A. Davidson, Ryan spent 12 years helping Fortune 1000 companies implement programs to secure their information technology assets. He began his professional career in Omaha at Union Pacific Railroad and later worked in various consulting and solution architect roles servicing clients throughout the country.

Ryan graduated with highest honors from the University of Nebraska at Omaha's Peter Kiewit Institute. He grew up in Columbus and currently resides outside of Blair with his wife, Cassie, and children Davis, Camden and Lydia. His interests include camping, golfing and traveling. Ryan also enjoys serving on boards of non-profit organizations.

Matt Johnson
Financial Advisor

MJohnson@dadco.com | (402) 392-7809
Team Website: zahminvestmentgroup.com

Matt focuses on helping the group's clients understand their investments, updates them on changing market conditions, and provides portfolio updates. He holds a bachelor's degree from the University of Nebraska at Omaha. Matt is actively involved in several civic and charitable organizations, and is a past president and current board member for both Omaha NW Rotary and the Omaha NW Rotary Foundation, an organization that supports local first responders.

Marshall Kerby
Financial Advisor

MKerby@dadco.com | (402) 898-4323

Marshall is a partner in the Kerby Financial Group where he takes a structured approach to financial planning for business owners and individual investors alike. He joined D.A. Davidson in 2019 with nine years of project management experience, four of which were spent in Russia, Denmark and Switzerland. Marshall graduated from the University of Nebraska-Lincoln with a degree in civil engineering. He is an active member of Toastmasters and the Omaha Camera Club, and enjoys spending time in the great outdoors.

Brad Knuth
Senior Vice President, Financial Advisor, Portfolio Manager

BKnuth@dadco.com | (402) 392-7855

For 35 years, Brad has been helping families, professionals, business owners, foundations and corporate retirement plans chart a course and achieve their goals. Brad joined D.A. Davidson in 2016 upon the acquisition of SMITH HAYES. Throughout his career, he has been a recognized leader, serving on the board of directors of his prior firm, and as a member of the Chairman's Council at D.A. Davidson. As a director of a private company, he understands the challenges facing business owners. Having worked with countless families and as finance or investment chair of several boards, he is deeply experienced in the disciplines of wealth management, asset allocation, and distribution or retirement planning.

Brad is a leader in the community as well, and has served as board chair of several community organizations. He currently serves as board chair of The Durham Museum, investment committee chair for the College of St. Mary, and as a director of CakeBoxx Technologies. He is a graduate of the University of Nebraska-Lincoln, where he is a Trustee, the Securities Industry Institute at The Wharton School, and the inaugural class of the UNL at Oxford University International Business Program. He is Series 7, 24, 63 and 65 registered. Brad and his wife, Amy, a committed community volunteer, have two grown daughters, and enjoy traveling, golfing and attending local sporting events.

Susan Koesters, CAP®
Vice President, Financial Advisor

SKoesters@dadco.com | (402) 392-7854
Team Website: blueprintdadco.com

Susan's background as an attorney, working mother, wife, and volunteer enhances her perspective when advising her clients. Prior to D.A. Davidson, she was an investment consultant at SMITH HAYES, and before that practiced law for nearly nine years in the areas of estate planning and representing closely held businesses. Susan graduated from the University of Nebraska Omaha, cum laude, with majors in business finance and banking and financial markets, and received her law degree from Creighton University School of Law, cum laude, with a concentration in business, taxation and commercial transactions. She also holds the Chartered Advisor in Philanthropy^® designation. She grew up and still resides in Gretna, Nebraska. Susan and husband, Jim, have two children, Samantha and Bodey. Susan enjoys spending time with her family and friends, traveling, audio books and her 5:00 a.m. boot camp class. She also serves on the boards of a few local nonprofit organizations and has been a member of Rotary since 2011.

Trevor Kula
Senior Vice President, Financial Advisor, Co-Director of Nebraska Branches

TKula@dadco.com | (402) 898-4358
Team Website: kulaimg.com

Trevor graduated from the University of Nebraska – Kearney with a bachelor's degree in geography. Trevor transitioned from a career in golf to the investment industry in 2005. He later formed a partnership with Randy Peck at A.G. Edwards & Sons.

Trevor lives in Omaha with his wife, Kim, and their four children. He is an active member of the community, and enjoys spending his free time with his family, in the outdoors and on the golf course.

Russ Manners
Senior Vice President, Financial Advisor

RManners@dadco.com | (402) 392-7850
Team Website: blueprintdadco.com

After 40 years in the investment business, Russ is still fascinated by the financial markets and strives to be a lifelong learner. He started his career with a Wall Stree based firm, but soon discovered his personality best aligned with someone closer to home. As a result, his investment philosophy was strongly influenced by Warren Buffett and he has attempted to adopt a similar investment approach. Russ belives his clients are best served with simple, conservative investment strategies that are sensitive to expenses and taxes while stressing discipline and patience. He believes one of the most rewarding aspects of his work is found in the lasting relationships built with families over multiple generations.

Originally from London, Russ attended Creighton University and the Unversity of Nebraska at Omaha, graduating with degrees in economics and English. Russ and his wife Mary Ann have two sons, Ryan and Mark. In his spare time, he enjoys sports, music and reading everything from good fiction to annual reports.

Jake McKee
Senior Vice President, Financial Advisor

JMcKee@dadco.com | (402) 898-4328

Upon earning bachelor's degrees in finance and accounting from the University of Nebraska, Jake attended the College of Law at UNL where he continued building the foundation of knowledge that he utilizes with clients today. Combined with his passion for investing and understanding the “whole” client picture, his attitude and work ethic make him a valuable partner in navigating the financial markets. Beyond the office, Jake loves to enjoy the outdoors with his five daughters and beautiful wife, Kris. He also spends time giving back to the community through several organizations dedicated to helping kids find and reach their potential.

Hugh Ryan
Senior Vice President, Financial Advisor

HRyan@dadco.com | (402) 898-4330

A University of Kansas graduate and a native of Culpeper, Virginia, Hugh comes from a family of financial advisors. Being in this industry for over 20 years, Hugh continues to love his profession and being able to help his clients navigate the complexities of Wall Street.

Outside of work, Hugh seeks adventure: he has visited 21 countries, been blessed by two popes, and once sung a solo in front of 10,000 people in a Mexican bullring. Hugh and his wife, Jayme, have three wonderful boys and enjoy spending as much time with them as possible.

Bryan Schneider
Senior Vice President, Financial Advisor, Portfolio Manager

BSchneider@dadco.com | (402) 392-7891

Bryan is a native of Schuyler, Nebraska. He graduated from Nebraska Wesleyan University with a degree in business administration, majoring in accounting. Prior to joining D.A. Davidson (formerly SMITH HAYES) in 1996, Bryan spent four years in the public accounting and consulting profession. During that time, he provided professional services to corporate clients throughout the United States. At D.A. Davidson Bryan leads a team that focuses on providing asset management and qualified retirement plan consulting services to both for-profit and nonprofit organizations.

A committed leader and volunteer in the Omaha community, Bryan is a past board member of one of the largest social service organizations in the State of Nebraska and currently serves on various nonprofit boards and committees. In 2020, he was the recipient of the Bragg Lewis Knutson Community Service Award. Given in recognition of outstanding volunteer efforts, the award is the highest honor bestowed upon a D.A. Davidson associate.

Bryan and his wife, Heather, have a son named Winston and a daughter named Giselle.

Brady Sutfin
Associate Financial Advisor

BSutfin@dadco.com | (402) 392-7857

Brady joined D.A. Davidson in 2022 as an Associate Financial Advisor. Brady and his team help create financial security and peace of mind for individuals and their families. Investors benefit from a customized approach to managing their wealth that seeks to address their current financial needs and achieve their long-term goals.

Brady's wealth management approach integrates your objectives into a personalized plan that can be updated as life occurs. He believes there are several key components in building a successful financial plan: asset allocation, individual portfolio construction, retirement income planning, long term and life insurance planning, and tax efficient strategies that span across multiple generations. When all of these things are achieved, his clients enjoy compounded wealth accumulation, comprehensive estate planning, aspirational goals such as charitable giving, and most importantly, peace of mind.

Prior to joining D.A. Davidson, Brady earned his Certified Public Accountant License at KPMG, Lutz, and SilverStone Group. He worked in the areas of audit, tax, and employee benefit consulting. In all three areas, he was able to gain broad exposure that provides him insight and connection to many of the challenges facing clients, families, and business owners today. He uses those experiences to provide consultative solutions to the people he works with today.

A native of Omaha, Nebraska, Brady enjoys spending time with his wife, Sarah, and their friends and family. Outside of work, he loves to golf, travel, read, and exercise. He is a graduate of the University of Nebraska at Omaha, where he earned a bachelor's degree in accounting.

Brian Zahm
Senior Vice President, Financial Advisor

BZahm@dadco.com | (402) 392-7885
Team Website: zahminvestmentgroup.com

Brian has been helping individuals, families and organizations meet their investment goals for more than 20 years. He holds an MBA from Texas A&M University and a bachelor's degree in business administration from the University of Nebraska at Omaha.

Brian is actively involved in several civic and professional organizations, including the Omaha Business Ethics Alliance Board of Trustees, Millard Rotary Board of Directors and Community Service Committee, Tangier Shrine Temple and the Tangier Shrine Band.

Jeff Ziemba, CRPS®
Senior Vice President, Financial Advisor

JZiemba@dadco.com | (402) 392-7863

Jeff Ziemba, a Hastings, Nebraska, native who graduated from Nebraska Wesleyan University with a degree in business administration and a major in finance in 2005. Jeff began his career as a sales executive before joining D.A. Davidson (or its predecessor SMITH HAYES) in 2008. Jeff and his team specialize in serving corporate retirement plan clients throughout the region. Jeff has earned the professional designation of Chartered Retirement Planning Specialist^SM (CRPS^®) and Accredited Investment Fiduciary^® (AIF^®).

Scott Ziemba, CWS®
Associate Financial Advisor

SZiemba@dadco.com | (402) 392-7884

Scott, a Certified Wealth Strategist^® certificant, graduated from Nebraska Wesleyan University with a degree in business administration in 2006. After obtaining his degree, Scott worked in consulting and nonprofit management for 10 years before joining D.A. Davidson (or its predecessor (SMITH HAYES). Scott is committed to serving corporate retirement plan clients and their participants. He holds the series 7 and 66 securities licenses.

OUR OMAHA CLIENT SUPPORT STAFF

Hannah Barkdoll, FPQP®
Registered Client Associate

HBarkdoll@dadco.com | (402) 898-4333

Jennifer Carey
Senior Registered Associate

JCarey@dadco.com | (402) 392-7818

Katie Clerk
Client Associate

KClerk@dadco.com | (402) 898-4331

Jennifer Digilio
Senior Registered Associate

JDigilio@dadco.com | (402) 392-7856
Team Website: blueprintdadco.com

Rhonda Kilday
Senior Registered Associate

RKilday@dadco.com | (402) 392-7820

Gary King
Senior Registered Associate